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. ” Cherry | 65+ years old
“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.” Caroline | 35-45 years old
“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.” Kathryn | 35-45 years old
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.
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.
Retirement Planning
Money Mechanics works with all clients to ensure they have a clear plan in place for retirement. This provides reassurance for clients that their future is secure.
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.
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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