Having a Financial Plan is like having a travel schedule – it’s important to know where you’re going and when you will get there. A well-thought out Financial Plan can help you to set, measure and achieve your financial goals, allowing you to build your personal wealth and prepare for the future.
At Mas Tax Mount Martha, we can help you to establish and manage your Financial Plan, and make sure that your financial situation moves in the right direction.
Alan Maddick the practice manager at Mount Martha has been a financial planner for over 8 years and as well as advising clients actually manages our Australian Financial Services License, Alan most enjoys working with families and business owners and understands the challenges they face.
Our Financial Planning services include:
- Superannuation
- Self-Managed Super Funds
- Retirement Funds
- Personal Insurance
- Property Investment
- Other Investments