Money Mechanics Financial Planners
Money Mechanics are Financial Planners with advisors in Melbourne and Canberra.
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.
Testimonials
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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Our Services

Financial Life Planning
Our aim is to ensure clients enjoy life while preparing for their future. We do this with a strategic financial plan while acting as a trusted financial advisor for major financial decisions.

Superannuation
Superannuation is a taxation strategy and financial investment plan to help prepare you for retirement. Our goal is to work with you to select the best superannuation plan for your situation.

Wealth Creation
Creating wealth to achieve a financial goal could be a short-term savings plan for a holiday or it might include more complex goals like developing a plan towards achieving your personal financial freedom.

Insurances
Having the right back up plan in place to ensure that you are covered should any unfortunate circumstances occur is critical. Let us assess and provide guidance on your insurance protection requirements to ensure you have peace of mind.

Retirement Planning
Money Mechanics works with all clients to ensure they have a clear and relevant retirement plan in place for their respective lifestage. This provides reassurance for clients that their future is safe and secure.

Asset Protection and Estate Planning
Having the right asset protection plan means you can rest assured your family is protected. This includes will preparation and family trust set up as well as a power of attorney should you need someone to make decisions on your behalf.
Education & Training
Investing in education is the best start to financial success. Our courses help you improve your financial literacy and prepare you to make strong financial decisions.

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.
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