Create Wealth Through Understanding

Experienced financial planners helping you live your ideal life

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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.

Money Mechanics

Testimonials

“Hi Scott I’d like to take this opportunity to say thank you for your training course at CIT. Thank you also for answering my question afterwards. The course was very helpful and I learnt a lot on basic concepts and understand better in this field.”

Eileen

“Hi Scott, Just a short note to say thanks for the seminars on Thursday. They were very good and “right on the money” as far as content and presentation were concerned, well done.”

Toni

“Money Mechanics gave me a solid strategy which I have started implementing. I can’t fault that for value plus service. I consider this money well spent.”

Cherry | 65+ years old

“Money Mechanics was exceptional. Their advice was accurate and timely and the information provided was of a very high standard. They are friendly, professional and trusted, I would have no hesitation recommending them.”

Caroline | 35-45 years old

“Fabulous, empathetic and extremely well informed. Money Mechanics helps you make confident decisions by understanding all options and consequences of each. Can’t recommend him highly enough.”

Kathryn | 35-45 years old

Money Mechanics takes a holistic approach and gives real world advice. They are understanding, empowering and encouraging and have helped me understand money, take control of what I have and grow it in a way that works with the sort of person I am. They are fantastic.”

Jane | 46-55 years old

Money Mechanics takes a holistic approach and gives real world advice. They are understanding, empowering and encouraging and have helped me understand money, take control of what I have and grow it in a way that works with the sort of person I am. They are fantastic.”

Jane | 46-55 years old

“Scott is very knowledgable and helpful. He does a very good job explaining things that may be hard to understand for less savvy or financially inclined people. He is very easy to talk to and is very understanding and relatable.”

Jason | 35-45 years old

“Money Mechanics advice was reassuring during a time of great potential change to my working life and impending retirement. I greatly valued the knowledge and expertise they offered. Scott came highly recommended and I’d certainly recommend him highly to anyone seeking financial advice. “

Carmel | 56-65 years old

“Very personable. Scott treated us as individuals. He was very down-to-earth and gave us clear explanations. He saw immediate potential for improvement in our situation and gave us some tangible actions at the meeting and in the follow-up. I really appreciated that he is not judgemental of our situation or values.”

David 46-55 years old

“Money Mechanics provided advice on setting up a Self Managed Super Fund including purchasing property and developing an investment strategy. Scott spent many hours explaining the ins and outs of the fund, simplifying complex structures, and ultimately guided us through the entire process to make sure the solution was right for what we need. “

Tait | 46-55 years old

“I find Scott’s help very clear and informative. He looks at every possibility and gives a very clear and understandable explanation of all aspects of the process.”
Diane

Scott’s personal style helps me focus on what I most want for the coming years and how I can make that happen.

Robyn

Excellent presenter and empowering material brilliant

Tom

I’ve been given excellent insights on a lot about financial matters that were very abstract to me that I can use.

Jocelyn

Engaging informative course I have already recommended it to others.

Sara

Scott is an amazing teacher and makes money not so scary. He knows his subject very well.

Stacey

This course was very engaging and informative. I left feeling empowered and educated.

Malgosia

Scott is extremely well versed in finance. People can learn a great deal from him.

Kah

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Our Services

Financial Life Planning

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.

Superannuation

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 Creation

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.

Insurances

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

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

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.

Financial Advisors in Life

Financial Advisors
At Money Mechanics, we practice what we preach. This includes investing in the property and share markets along with being trustees of our own Self Managed Super Fund while also enjoying work-life balance. We believe everyone should spend time enjoying the best of career advancement and work life as well as their family life.


Education & Training

Investing in education is the best start to financial success. Our courses help you improve your financial literacy and prepare you to make strong financial decisions.

Get in touch and receive our FREE eBook

Call us or provide your details on our website form to receive a free financial planning session and our financial life planning ebook.