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Invest well, build wealth

At MJS we’re passionate about helping people reach their financial goals so that they have the freedom and security to live the life they want. Financial planning is for everyone, and for every stage of life.

A proper financial strategy can help you to reach your financial goals, protect your wealth and increase your wealth. Ultimately having more money might allow you more choices in the future about your lifestyle and helping others.

Where to start

If you have a rough idea of your financial goals then you’ve already made a great start! At MJS we offer a 100% obligation free initial meeting. This allows you the opportunity to find out how a financial planning strategy can benefit you and ask any questions you might have.

Planning for retirement

Whether retirement is a far distant concept or a quickly approaching milestone a good retirement plan can make a world of difference when it comes time to cease full time work.

With such a wide range of investment options these days, it makes sense to speak to a professional financial planner to devise the right strategy for you. This also ensures that the right style of investment is selected to align with your risk profile.

Reviewing your current strategy

Once you have an investment strategy it is important to review that strategy regularly to ensure that it remains right for you. At MJS we provide regular reviews to our financial planning clients, so you know how your investments are performing.

Tax planning and estate planning

Two things no-one likes to think about are taxes and death, and yet as the saying goes, they are both inevitable. At MJS we offer both tax planning and estate planning services. While neither of these services may eliminate the problem (taxes and death) they can help make things easier to deal with.

We can help you

MJS provides a range of financial planning services including:

  • Retirement planning
  • Self-managed superannuation funds
  • Advice on saving up
  • Protecting your family
  • Protecting your assets
  • Estate planning
  • Charitable trusts
  • Special disability trusts
  • Financial planning for aged care

MJS Financial Services is an authorised representative of Securitor Financial Group Ltd, ABN 48 009 189 495 AFS Licence Number 540687. Professional Partner of the Financial Planning Association of Australia Limited.

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