a few words about

Financial Planning

If you could achieve your financial goals by simply putting money away in the bank, you wouldn’t need expert advice. Unfortunately, life is a little more complex. It’s hard to understand the intricacies of investment, taxation, superannuation and ever-changing regulations, so you need professional help.

A Financial Planner can design a custom tailored strategy that can help you improve your cash flow, increase your savings and optimize the growth of your wealth, make your retirement years more comfortable and secure, minimise the taxes you pay, accumulate funds for special goals, look after your dependents in case of death or disability, have more confidence in your financial decisions and transfer the assets of your estate to your heirs in the most effective way.

Here's a breakdown of the Financial Planning process as set out by the Financial Planning Association of Australia (FPA).
Scope of Engagement
Your financial planner should explain the process they will follow, find out your needs and make sure they can meet them. They will also explain how they charge for their services.
Identifying Your Goals
Assessing Your Financial Situation
Preparing Your Financial Plan
Implementing the Recommendations
Reviewing the Plan
our approach

Why Us

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Our Principal Adviser, Michael Mobbs, has 27 years experience. Formerly from an accountancy background, Michael is a member of the Association of Financial Advisers and a registered adviser with the Tax Practitioners Board.

Our team strives to create the financial services firm of the future by embracing goals orientated holistic advice, together with a dedication to top-notch results. We believe in de-mystifying the world of Financial Planning, making financial advice more accessible and empowering our clients with the knowledge required to make the right choices.

M2 Financial Services is a corporate authorised representative of Wealth Market.
Wealth Market is owned by one of Australia’s leading family-run businesses, not a bank.

And that makes a big difference to how we take care of you. Because for us, your future is personal. Our purpose is to help you find financial freedom, so you can make the decisions you want in life without having to worry too much about money. This doesn’t free you from the responsibility of managing your money well – but it means you’re in control of your finances, they’re not controlling you.

Check out the service most relevant to you below.
What we do

Our Services

PROTECT

PROTECT

You, Your Loved Ones, Your Assets & Your Goals

What could happen and how would it impact you and your family? What are the chances and what can you do to protect against it?
This definitive guide will answer these questions and help you establish the solid Financial Foundations you need to confidently achieve your goals.

Learn more
MANAGE

MANAGE

Keep more of your own money, take control of your budget and stay on track

I'm still adding the finishing touches to this guide. Check back again soon!

coming soon
GROW

GROW

Position Yourself and Create Opportunities to Prosper

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coming soon
DREAM

DREAM

Gain the financial freedom to choose what you want to do and when you want to do it

I'm still adding the finishing touches to this guide. Check back again soon!

coming soon

Want a Financial Planning Review?

Call Me Now: 0401 995 017