a few words about us
Who We Are
Founded in 1992, M2 Financial Services provides a complete financial solution. Our team of Financial Planners, Mortgage Brokers, Investment Property Advisers and Tax Practitioners have the skills and experience required to help achieve your biggest goals.
We help our clients achieve the Financial Freedom to choose what they want to do and when they want to do it. We strive to achieve this dream in the most efficient way possible by finding ways for you to keep more of your money and invest it wisely.
We strive to create the financial services firm of the future by embracing holistic advice, innovations and the right people, together with a dedication to top-notch results. We believe in empowering our clients with the knowledge required to make the right choices.
If you are looking for a trusted adviser and a reliable team of experts, M2 Financial Services is what you need!
What We Do
who we are
For more than 27 years, we've been passionate about achieving better results for our clients.
- Quality customer service
- Stress free experience
To be your #1 trusted adviser and deliver financial services, solutions and beyond, beyond expectation, as well as:
- Evolutionise the financial advice industry to make it more holistc and more accessible.
- Take investment property advice away from property spruikers lacking any license to provide advice or any 'best interest' duty.
- Improve the skills and knowledge of existing mortgage brokers.
Everything we do at our company is defined by five core values, which form an integral part of our identity and operations:
- Honesty and Objectivity
- Intellectual Rigor
- Consideration and Respect
Frequently Asked Questions
Feel free to browse through the list of frequently asked questions sent by our customers.
No. We work with (not for) 38 different banks and lenders plus many insurance companis, investment platforms and fund managers. Our advice and recommendations are based on what is in your best interest, not theirs.
Yes. Although we prefer to meet clients during normal buiness hours, we do regularly arrange after-hours meetings at our office or your prefered location. We also provide extensive evening and weekend support via phone or e-mail. We understand the importance of being accessible to our clients and we understand that our assistance is often required in the evenings or weekends.
Our mortgage broking services are provided free of charge as we get paid by the lender after settlement. A lot of our other services are provided free of charge as an 'added value'. We charge a fee for our more detailed financial planning services. These fees range in value depending on the complexity of the advice, but you will be made aware of any fees before we proceed.
No. Our vision is to make financial advice more accessible. We want to help you build your wealth, not just work with clients that already have significant assets.
Since 1992, our company has achieved a lot and developed new ways of helping our customers. Below you can learn more about our history, recognition, and success.
Establishment of M2 Financial Services
Our company was founded in the UK in 1992 with the goal of providing high-quality financial services to our clients throughout the country.
Moved to Australia
10 years later, we opening a new office in Australia. Our relationship with Loan Market commenced in July 2002.
Victorian Mortgage Broker of the Year
Today we continue developing partnerships with companies and organizations that help our clients achieve financial success.
Who we are
Meet Our Team
M2 Financial Services is a team of experienced, dedicated and passionate professionals who strive to provide you with the best quality service.
Our team of Financial Planners, Mortgage Brokers, Investment Property Advisers and Tax Practitioners have the skills and experience required to help you achieve your biggest goals.
Often working on projects usually deemed to be quite stressful, like buying your next home while selling your existing home, our team strives to remove any stress by making the process a simple, easy and pleasurable experience.