Wealth Creation/Financial Planning

Wealth Creation/Financial Planning

Making Your Money Work For YOU

With so many financial management and wealth creation strategies available, it can be difficult to know where to start. Enter Midas Financial Planning; another branch in our business, offering you professional Financial Planning services. Midas Financial Planning is a Corporate Authorised Representative of MLC Financial Planning.

We know there’s no one-size-fits-all solution when it comes to financial planning. That’s why we take the time to learn:

  • who you are;
  • what your current financial situation is;
  • what your personal goals and objectives are; and
  • what your needs for the future may be.

Once we have a thorough understanding of your financial position and desired outcomes, Midas Financial Planning can tailor a plan which to achieve your goals, fit your lifestyle, and be flexible enough to cope with any changes to your circumstances.

Midas Suite of Financial Services

When determining the best wealth creation strategy for your needs, we have an extensive range of financial services to select from:

Debt Management

  • Refinance and Debt Consolidation
  • Offset and Accelerated Debt Reduction
  • Investment Loans Planning
  • Mortgage planning

Financial Planning

  • Life Insurance
  • Your Best Health
  • Superannuation Accounts
  • Managed Funds
  • Pre & Post Retirement Planning
  • Retirement Pensions
  • Centrelink Benefit Planning
  • Estate Planning
  • Education Planning/Funding

Financial Health Checks

Just like your own physical health, it’s essential to maintain regular check-ups for your financial health. With changes to the local and global economy, as well as the inevitable changes in your own life, it’s important to make sure your finances are in good shape.

That’s why we offer regular financial health checks to all of our clients at three, six or twelve month intervals, depending on each individual’s circumstances.

To take advantage of our Wealth Creation Services and Financial Health Checks, Book an appointment with Midas Financial Planning today. Call us on 08 8723 9911.
GWM Adviser Services Limited ABN 96 002 071 749, trading as MLC Financial Planning, an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies. Please note that GWM Adviser Services Limited is not responsible for the advice and services provided by Midas Home Loans.
Marion Kilsby is a Director of Marion J Pty Ltd and as a result will receive distributions and/or other benefits from Marion J Pty Ltd.
Please note that general advice is not provided on this website.