Money Mechanics Financial Planners
We help clients in the areas of cash flow planning, wealth creation, salary sacrifice, self managed superannuation, public sector and industry based superannuation, redundancy, estate and risk management planning.
Our holistic values based financial life planning approach combines technical expertise with a personalised financial plan to help customers achieve their life goals.
Hi Scott I’d like to take this opportunity to say thank you for your training course at CIT. Thank you also for answering my question afterwards. The course was very helpful and I learnt a lot on basic concepts and understand better in this field.
Hi Scott, Just a short note to say thanks for the seminars on Thursday. They were very good and “right on the money” as far as content and presentation were concerned, well done.
Money Mechanics gave me a solid strategy which I have started implementing. I can’t fault that for value plus service. I consider this money well spent. ”
“Money Mechanics was exceptional. Their advice was accurate and timely and the information provided was of a very high standard. They are friendly, professional and trusted, I would have no hesitation recommending them.”
“Fabulous, empathetic and extremely well informed. Money Mechanics helps you make confident decisions by understanding all options and consequences of each. Can’t recommend him highly enough.”
Money Mechanics takes a holistic approach and gives real world advice. They are understanding, empowering and encouraging and have helped me understand money, take control of what I have and grow it in a way that works with the sort of person I am. They are fantastic.”
“Scott is very knowledgable and helpful. He does a very good job explaining things that may be hard to understand for less savvy or financially inclined people. He is very easy to talk to and is very understanding and relatable.”
“Money Mechanics advice was reassuring during a time of great potential change to my working life and impending retirement. I greatly valued the knowledge and expertise they offered. Scott came highly recommended and I’d certainly recommend him highly to anyone seeking financial advice. “
“Very personable. Scott treated us as individuals. He was very down-to-earth and gave us clear explanations. He saw immediate potential for improvement in our situation and gave us some tangible actions at the meeting and in the follow-up. I really appreciated that he is not judgemental of our situation or values.”
“Money Mechanics provided advice on setting up a Self Managed Super Fund including purchasing property and developing an investment strategy. Scott spent many hours explaining the ins and outs of the fund, simplifying complex structures, and ultimately guided us through the entire process to make sure the solution was right for what we need. “
“I find Scott’s help very clear and informative. He looks at every possibility and gives a very clear and understandable explanation of all aspects of the process.”
Scott’s personal style helps me focus on what I most want for the coming years and how I can make that happen.
Excellent presenter and empowering material brilliant
I’ve been given excellent insights on a lot about financial matters that were very abstract to me that I can use.
Engaging & informative course I have already recommended it to others.
Scott is an amazing teacher and makes money not so scary. He knows his subject very well.
Financial Advisors in Life
At Money Mechanics, we practice what we preach. This includes investing in the property and share markets along with being trustees of our own Self Managed Super Fund while also enjoying work-life balance. We believe everyone should spend time enjoying the best of career advancement and work life as well as their family life.
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Get in touch and receive our FREE eBook
Call us or provide your details on our website form to receive a free financial planning session and our financial life planning ebook.