Wealth Management
At MPFS we understand that every client is different and will require Financial Planning strategies & advice developed specifically for them.
A professional & comprehensive wealth management service will therefore combine strategies and advice that are both consistent for all clients, while also being individually tailored to suit the specific financial needs and resources of each client.
At MPFS we provide you with:
- Risk Management Strategies
- Investment Strategies
- Superannuation Strategies
- Tax Effective Strategies
- Estate Planning
- Business Succession
- Salary Packaging advice
....so what is financial planning?
A common misconception is that financial planning is an investment service and simply involves advising clients where to invest their money.
Investment issues are only one area addressed within a much broader range of financial strategies advice & services that make up our Holistic Financial Management Program
This program involves a comprehensive analysis and review of our client's total financial management needs and will include areas such as debt structures, cash flow requirements, wealth protection and global investment funds (as well as everything in between).
The result is an individually developed strategy directed by the client & focused on achieving every client's identified financial & lifestyle goals.
Our complete Financial Management Program for clients involves 4 key service stages including...
- initial contact & client interview
- strategy development & delivery
- strategy & plan implementation
- ongoing review & adjustment
Being able to provide and supervise all aspects of our clients' financial planning needs gives us the opportunity to provide our clients with cost effective, 'one stop' hassle-free personal financial planning solutions.
Please contact our office on 03 5974 4372 to book your complimentary introductory meeting with our qualified financial planners:
Dirk Werner CFP, Dip FP & Nima Tambyah BBus, Dip FP
Authorised Representatives:
Professional Investment Services (PIS) ABN 11 074 608 558. Australian Financial Services No. 234951 | 
