M&A Wealth is a privately owned financial advisory firm that bases its business over the east coast of Australia.
With multiple years of experience in the financial services industry the company has chosen to be a corporate authorised representative of Matrix Planning Solutions Ltd. This is a non-bank aligned Australian Financial Services Licensee (AFSL).
The firm feels that it is an advantage to be a representative of a non-bank aligned AFSL as Matrix Planning Solutions Ltd have an agnostic view to product advice. This allows M&A Wealth focus on our clients overall needs first.
Our mission is to assist each and every client, Build their wealth through various strategies that may be available to them. We then look to Manage their assets over time whilst also providing options to Protect their wealth against any unforeseen circumstances that life may throw their way.
This is attributable to both their financial, and lifestyle goals and objectives.
In order to assist our clients achieve their long term goals and objectives the firm believes that it is more important to get the overall strategy right before considering appropriate products to recommend.
With this philosophy at the forefront of our advice process, M&A Wealth is able to provide advice in many areas including:
- Tax Minimisation
- Asset Protection
- Risk Management
- Personal Insurance
- Debt And Cash Flow Management
- Investment Management
- Investment Property
- Equities Advice
- Superannuation
- Self-Manage Super Funds
- Structuring Advice
- Retirement Planning
- Pension Establishment/Management
- Multi-Generational Advice
- Estate Planning
- Structured Products
Should you be interested in speaking to one of the representatives at M&A Wealth please contact our office.
We look forward to hearing from you and assisting you Build, Manage and Protect your wealth.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 9 Castlereagh St, Level 17,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mawealth.com.au
- Keywords
- financial planning, wealth creation, Estate planning, Multi generational advice, Retirement planning, Structures.
- HQ
- Sydney, New South Wales
M&a Wealth Questions
M&A Wealth's website is mawealth.com.au
M&A Wealth's LinkedIn profile is https://au.linkedin.com/company/ma-wealth
M&A Wealth has
2 employees.
View email and phone details for 2
employees at M&A Wealth.
M&A Wealth's industry is
Financial Services
M&A Wealth's top competitors are
Fp Boss Pty Ltd,
Pfg Capital,
Mind Your Owned Business,
Eleven Edge Financial Planning,
M&a Wealth,
Finroc Finance,
Four Leaves Property,
Up Wealth Management,
Visia Financial Services,
Divergent Wealth.
M&A Wealth's categories are Financial Services
M&A Wealth's founding year is 2014
