Financial Services - Melbourne, Victoria, Australia
My Financial Wish is a boutique Financial Planning business that specialises in strategies for wealth accumulators & retirees.Our planning services cover a wide scope of advice that includes:1 - Share portfolio investments2 - Personal insurances3 - Superannuation4 - Aged care and social security5 - Shariah compliant investments 6 - SMSF planningWe can assist our clients from their cashflow/debt management needs through to comprehensive financial plans and even mortgage brokering to list a few.We believe in providing financial education to our clients and advisers using our training, coaching and mentoring programs. Our aim is to delivery personalised financial planning advice and empower our clients with confidence about their financial future.
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