Financial Planning

MHW Wealth Management runs the financial planning side of the group and can provide advice in a range of areas including:

 

Investment advice

If you are looking for quality investment advice backed by sound research the advisers at MHW are here to help. They have years of experience in investing including shares, property trusts, managed funds, Exchange Traded Funds and socially and ethically responsible investments.

If you have sold an asset or have received a win-fall, contact MHW to discuss a suitable investment solution to help you grow and protect your wealth.

 

Putting a plan in place

If you feel that you are not maximising your financial position or lacking direction the advisers at MHW can assist. They can sit down with you and identify your goals and then develop a strategy of how you can achieve them. On an ongoing basis they can work with you to keep you on track and adapt the strategy when your circumstances or the external environment changes.

 

Retirement planning & Superannuation

Whether you are already retired or thinking about how you should plan for your retirement the team at MHW can assist with devising an appropriate strategy so that you are on track to meet your goals and enjoy your retirement in the lifestyle you would like.

Superannuation can be a complex yet highly efficient investment vehicle. The advisers at MHW have an in-depth understanding of the superannuation system and can show you how to make the most out of your investment.

 

Personal and Business insurance protection

Having appropriate insurance in place is important to protect you and your family for when the unexpected strikes. The advisers at MHW can conduct a needs analysis of your situation and identify what gaps should be covered. From there they can recommend an appropriate and affordable package that provides the protection you need should something go wrong.

Advice can be provided on Income Protection, Life, Major Trauma, Total and Permanent Disablement and Business Expenses cover. The service is available for individuals, families and business owners.

 

Estate planning & Intergeneration advice

Protection your assets from disputes and ensuring an effective transfer of wealth after you pass is a key goal of effective estate planning. We can assist by providing guidance as to what you need to consider and we work closely with your estate planning solicitor to ensure an appropriate plan is put in place. That way the assets you have built up over your lifetime become your legacy to futures generations.

 

If you would like to discuss your needs and see how our financial planning services may be able to help you please call us on 02 9387 8988.

MHW Wealth Management Pty Limited is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225  AFSL 246934. www.lonsdale.com.au

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Our Financial Services Guide can be found here
https://www.lonsdale.com.au/_medias/2e4b8faf-3fd7-4920-97f3-97c710d2ce00/financial-services-guide.pdf