Money Mechanics Financial Planners
Money Mechanics are Financial Planners with advisors in Melbourne and Canberra.
We help clients in the areas of cash flow planning, wealth creation, salary sacrifice, self managed superannuation, public sector and industry based superannuation, redundancy, estate and risk management planning.
Our holistic values based financial life planning approach combines technical expertise with a personalised financial plan to help customers achieve their life goals.
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Our Services
Financial Life Planning
We deliver expert advice to provide clarity on major financial decisions. Our strategic approach to financial planning allows you to enjoy life while preparing for the future.
Cash Flow Management
Our experts will help you set up a cashflow management framework while working with you to set and follow a budget to effectively manage your money.
Wealth Plan
We help you build a wealth creation plan which addresses both short-term savings for a wish items as well as comprehensive plans towards achieving financial freedom.
Personal Insurances
Give yourself peace of mind that you are covered should any unfortunate circumstances occur. Let us provide guidance on your specific insurance protection requirements.
Retirement Planning
We work with all clients to ensure they have a clear and relevant retirement plan in place. This provides reassurance for clients that their future is safe and secure.
Estate Planning
Our advisors help you secure the right asset protection plan to ensure your family is protected. This includes will preparation, family trust set up and power of attorney.