MHM Financial Advisors specialises in providing personalised financial planning and portfolio management advice that’s designed to suit your individual needs.
Our wide range of services can include any or all of the following:
- financial planning
- retirement planning
- estate and succession planning
- risk management strategies
- gearing strategies
- personal portfolio management and monitoring
- personal budget planning
- personal wealth creation
- direct investments incl. shares
- life insurance advice
- salary packaging advice
- redundancy packaging
Australian Financial Services Licence
Our Australian Financial Services Licence (AFSL) allows us to deal in, and provide advice on, a wide variety of financial products. Our portfolios are sourced from a broad range of institutions identified by internal and external research. We make our product selections on the basis of quality, value for money, and most importantly, our clients’ needs.
We operate a ‘fee for service’ structure that is determined by the complexity and size of your circumstances and portfolio. Please note – before we commence any work for you, we will agree on our fee with you.