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 ProductsShould 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.

Website: mawealth.com.au

Employees: 5 - 9

HQ: N/A

Location: Sydney, NSW, AU

Revenue: Not Available

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M&A Wealth is a privately owned financial advisory firm based in Sydney, Australia. With years of experience in the financial services industry, the company has chosen to be a corporate authorised representative of Matrix Planning Solutions Ltd., a non-bank aligned Australian Financial Services Licensee (AFSL). This allows M&A Wealth to focus on their clients' overall needs and provide unbiased advice. Their mission is to assist clients in building, managing, and protecting their wealth through various strategies, including tax minimization, asset protection, risk management, and investment management. M&A Wealth provides advice in many areas, including superannuation, self-managed super funds, structuring advice, retirement planning, pension establishment/management, multi-generational advice, estate planning, and structured products. With a client-centric approach, the firm believes in getting the overall strategy right before considering appropriate products to recommend. If you're interested in speaking to one of their representatives, please contact their office. They look forward to hearing from you and assisting you in achieving your financial goals.

M&A Wealth is a private financial advice company that helps people on the east coast of Australia. We have a lot of experience in the financial industry and work with a non-bank aligned Australian Financial Services Licensee (AFSL) called Matrix Planning Solutions Ltd. This means we can give our clients the best advice without being tied to any one bank. Our goal is to help each client build, manage, and protect their wealth. We do this by looking at their overall financial and lifestyle goals and creating a plan that works for them. We believe it's important to get the plan right before choosing the right products. We can help with many things like: * Lowering taxes * Protecting assets * Managing risk * Personal insurance * Managing debt and cash flow * Investing * Investment properties * Superannuation * Self-managed super funds * Retirement planning * Pension establishment and management * Advice for multiple generations * Estate planning * Structured products If you want to talk to one of our advisors, please call us. We're excited to help you build, manage, and protect your wealth.