Welcome to
Money Mechanics
Thanks for stopping by to find out more about our business and values based financial life planning approach.
Money Mechanics are Financial Planners with advisors in Melbourne, Canberra and Newcastle.
We partner with clients in the areas of cash flow planning, wealth creation, salary sacrifice, self managed superannuation, public sector and industry based superannuation, redundancy, estate and risk management planning.
Our values based approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals.
We are primarily a fee for service business who offer clients a transparent fee approach for the work we do.
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Meet the
Mechanics
I am a true believer in ‘practicing what I preach‘ which includes investing in the property and share markets along with having my own family Self Managed Super Fund while also enjoying work-life balance! I believe everyone should try to spend time enjoying the best of career advancement and work life as well as their family life!
Our services
Personalised
and targeted
strategic
financial advice
Financial Life Planning
Values based financial life planning brings together technical expertise and the human touch to create a solution tailored towards you and your personal life values.
Superannuation
Superannuation is a taxation strategy to provide a lifetime retirement and investment solution. Each type of superannuation plan has its advantages, disadvantages and different strategy options.
Your key
to reliable
uncomplicated
advice
Education and Training
There is an array of jargon and lessons to be learnt in the financial world. We aim to demystify this through our regular education and training programs run through various adult education programs.
Wealth Creation
Creating wealth to achieve a financial goal could be a short-term savings plan for a holiday or it might include more complex goals like developing a plan towards achieving your personal financial freedom.
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