Your Money Manager
Accountants - Melbourne, VIC
Your Money Manager located in Melbourne specialises in advice on superannuation funds covering industry, retail, self-managed and group super funds.
Your Money Manager provide advice on superannuation funds covering industry, retail, self-managed and group super funds. We also provide advice on personal insurance needs such as life insurance and income protection. Making sure people have their budget and spending in order is also a big part of what we do. We also help many people with their investing and retirement plans to make sure they are taking advantage of any opportunities for their financial situation and goals for the future.
The first step with us is to find out your goals and how we can help. We offer a first meeting at our expense to talk about where you are now and what you need, as well as answering any questions you may have. We can meet face-to-face or via phone/web chat. Once we show you how we can help, we then prepare our recommendations and strategies. Our advice is provided in writing and we organise any paperwork and administration for you.
Your Money Manager prefer to charge a flat fee based on the work and time involved. This fee is independent of whether you are investing any money or putting in place any financial products. We quote all fees before beginning any work and prefer to eliminate insurance commissions. This allows us to provide you with advice that isn’t influenced by any product commissions or extra bonuses in recommending one company over another.
Our financial planners hold the Certified Financial Planner designation (CFP), a qualification that requires both experience and education requirements. Ongoing training requirements are also compulsory to maintain this qualification.
Your Money Manager have our own Australian Financial Services Licence (AFSL 386039). We are very proud to have our own licence as it means we are not aligned to any large institution where we may have to advise on certain products over others. Our own licence allows us to provide flexible options to you depending on what you need and means we don’t have to try to “sell” you anything.