Strategic Financial Planner Melbourne
Scott Malcolm, the Founder of Money Mechanics is also the primary financial advisor for our Melbourne clients. He is a Certified Financial Planner and works with a number of clients at different life stages.
Money Mechanics Melbourne Financial Planner team provides financial advice on a number of areas including:
- Goal setting and unpacking your financial life plan
- Cashflow Management
- Wealth Creation and Investments
- Tax Strategies
- Superannuation Strategies
- Self Managed Super Funds (SMSFs)
- Retirement Planning
- Asset Protection and Insurances
- Estate Planning
The Money Mechanics financial planning team in Melbourne provide a tailored advice for people and businesses at every life stage.
Selecting a Financial Advisor in Melbourne
When selecting a financial advisor in Melbourne or across Australia, we recommend you look for the respective qualifications, experience and testimonials or financial planner reviews. Adviser Ratings is a trusted source of reviews for financial advisers in Melbourne.
What does a Financial Planner do?
A financial planner helps you manage your finances effectively and instil confidence in critical financial decisions. Licensed Financial Planners assist clients by:
- Assessing your current financial position
- Recommending strategies to improve your wealth and plan for retirement
- Acting as your trusted financial partner in life to make critical decisions around purchases
- Ensuring you are protected with the right insurances and asset structures
Money Mechanics has a proven method to build wealth for clients while providing comfort they are making the right financial decisions for their situation.
How do Financial Planners in Melbourne charge?
Many financial planners take a percentage of people’s assets that they manage on your behalf which is essentially a commission for recommending specific investment products.
At Money Mechanics, we believe in advice without influence of commission from an investment product or service. We charge a fixed rate for our services which includes a financial plan and regular reviews throughout the year to ensure our clients are on track to achieve their financial goals.
Receive a FREE Financial Health Check
Call the number above or complete the form below to receive your free financial assessment of your personal or business situation.