Established in 1985 and therefore one of the longer standing practices in Australia, Moneyplan has a proud history of providing trusted, high quality private wealth advisory and management.
A LIFE CENTRED APPROACH
Our purpose is to help you achieve the best life possible with the money you have. We will work in partnership with you, putting your life at the centre of our conversations. We will take time to understand YOU, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, we strive to provide you with a better Return on Life not just a better return on your investments.
ORGANISATION
We will help you get your financial house in order and help keep it that way. We will help provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning.
ACCOUNTABILITY
We help you follow through on your commitments by working with you to prioritise your goals, show you the steps you can take and regularly review your progress towards achieving them.
OBJECTIVITY
We provide insight to help you avoid emotionally driven decisions in important money matters. We are available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.
PROACTIVITY
We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing what is coming and creating the action plan to address and manage these transitions ahead of time.
KNOWLEDGE
We explore the specific knowledge needed for you to succeed by first thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options and explore the risks associated with each choice.
The majority of financial planning businesses in Australia are either owned by and/or licenced through a product manufacturer (such as a bank, an insurer, an investment manager or superannuation/investment platform provider).
Since commencement in 1985, Moneyplan has always operated its own licence. We are what is known in the industry as ‘‘self-licensed’’ operating our own Australian Financial Services Licence (AFSL) and we are also 100% privately owned. In our view the key benefits of being self-licenced are:
We control how we operate and manage our business.
We control what services, strategies and products are recommended to you.
This ensures our advice is always in your best interests.
Get in touch
If you would like one of our team to contact you please don't hesitate to contact us.