Our Promise
At MJI Wealth Management, our aim is to help you achieve financial success and peace of mind by providing you with a professional financial strategy. We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges. Matt is a qualified financial planner with the necessary experience to ensure the best financial outcomes for you. Our quality financial advice puts you in control. We are committed to client service excellence and ongoing adviser education.
How We Can Help You
Whether it is a specific financial concern or to achieve your aspirations, we have the expertise to advise in the following areas:
- Budgeting and goal setting
- Savings and wealth creation
- Investment planning
- Gearing
- Business succession planning
- Risk and insurance analysis
- Centrelink planning
- Estate planning considerations
- Superannuation planning
- Retirement planning
- Pre-Retirement planning
- SMSF strategies
6 Core Values a Good Financial Planner Providers
1. Organisation
We will help bring order to your financial life, by assisting you in getting your financial house in order at both the Macro level (investments, insurance, estate, taxes etc.) and Micro level (household cash flow).
2. Accountability
We will help you follow through on financial commitments by working with you to prioritise your goals, show you the steps you need to take and regularly review your progress towards achieving them.
3. Objectivity
We bring insights from the outside to help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments of decision-making. We also do the necessary research to ensure you have all the information available whilst managing and disclosing any of our own potential conflicts of interest.
4. Proactivity
We work with you to anticipate your life transitions and to be financially prepared for them. We regularly assess any potential life transitions and create the action plan necessary to address and manage them ahead of time.
5. Education
We will educate you around the complex world of finance to assist you in making better informed financial decisions. We achieve this by understanding your situation, then provide you with the necessary resources to help facilitate your decisions whilst explaining the risks and benefits.
6. Partnership
It can be difficult to objectively map out and adhere to a realistic plan with no assistance. We will partner with you to educate and provide you with the knowledge to Plan, Invest and Protect your lifestyle goals.
