Money Mechanics Financial Planners
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 approach combines technical expertise with a personalised financial plans to ensure we help customers are on the right track to achieve their life goals.
Testimonials
Money Mechanics gave me a solid strategy which I have started implementing. I can’t fault that for value plus service. I consider this money well spent. ”
“Money Mechanics was exceptional. Their advice was accurate and timely and the information provided was of a very high standard. They are friendly, professional and trusted, I would have no hesitation recommending them.”
“Fabulous, empathetic and extremely well informed. Money Mechanics helps you make confident decisions by understanding all options and consequences of each. Can’t recommend him highly enough.”
Money Mechanics takes a holistic approach and gives real world advice. They are understanding, empowering and encouraging and have helped me understand money, take control of what I have and grow it in a way that works with the sort of person I am. They are fantastic.”
“Scott is very knowledgable and helpful. He does a very good job explaining things that may be hard to understand for less savvy or financially inclined people. He is very easy to talk to and is very understanding and relatable.”
“Money Mechanics advice was reassuring during a time of great potential change to my working life and impending retirement. I greatly valued the knowledge and expertise they offered. Scott came highly recommended and I’d certainly recommend him highly to anyone seeking financial advice. “
“Very personable. Scott treated us as individuals. He was very down-to-earth and gave us clear explanations. He saw immediate potential for improvement in our situation and gave us some tangible actions at the meeting and in the follow-up. I really appreciated that he is not judgemental of our situation or values.”
“Money Mechanics provided advice on setting up a Self Managed Super Fund including purchasing property and developing an investment strategy. Scott spent many hours explaining the ins and outs of the fund, simplifying complex structures, and ultimately guided us through the entire process to make sure the solution was right for what we need. “
“I find Scott’s help very clear and informative. He looks at every possibility and gives a very clear and understandable explanation of all aspects of the process.”
Scott’s personal style helps me focus on what I most want for the coming years and how I can make that happen.
Excellent presenter and empowering material brilliant
I’ve been given excellent insights on a lot about financial matters that were very abstract to me that I can use.
Engaging & informative course I have already recommended it to others.
Scott is an amazing teacher and makes money not so scary. He knows his subject very well.
This course was very engaging and informative. I left feeling empowered and educated.
Scott is extremely well versed in finance. People can learn a great deal from him.
Financial Advisors in Life
At Money Mechanics, we practice what we preach. This includes investing in the property and share markets along with having our own Self Managed Super Fund while also enjoying work-life balance. We believe everyone should spend time enjoying the best of career advancement and work life as well as their family life.
Trusted and Certified
Our services
Financial Life Planning
Our aim is to ensure clients enjoy life while preparing for their future. We do this with a strategic financial plan while acting as a trusted financial advisor for major financial decisions.
Superannuation
Superannuation is a taxation strategy and financial investment plan to help prepare you for retirement. Our goal is to work with you to select the best superannuation plan for your situation.
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.
Insurances
Having the right back up plan in place to ensure that you are covered should any unfortunate circumstances occur is critical. Let us assess and provide guidance on your insurance protection requirements to ensure you have peace of mind.
Retirement Planning
Money Mechanics works with all clients to ensure they have a clear and relevant retirement plan in place for their respective lifestage. This provides reassurance for clients that their future is safe and secure.
Asset Protection and Estate Planning
Having the right asset protection plan means you can rest assured your family is protected. This includes will preparation and family trust set up as well as a power of attorney should you need someone to make decisions on your behalf.
Education & Training
Investing in education is the best start to financial success. Our courses help you improve your financial literacy and prepare you to make strong financial decisions.
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