MW Planning

About Us

MW Planning is a Boutique Financial Services firm that specialises in Financial Planning, Risk Management, Asset Protection and Estate Planning. We are the holder of Australian Financial Services Licence number 312489.

Our specialists have a combined industry experience of over 100 years, varying from Merchant Banking, Practice Management, Business Development and Accounting.

We believe that the key difference to a clients success is to ensure that their Plan is established in the right order and covers all areas, thus eliminating future problems and maximising results.

Information Collection
	Risk Management
		Establishing Structure
			Wealth Creation	Wealth Preservation
				Review and Benchmark

While Financial Planners generally concentrate on Investment Strategies, we believe that prior to implementing a strategy, appropriate structures must be in place to both maximise asset protection and minimise future costs and taxes. Establishing the correct structure is fundamental in protecting assets from third parties, creditors, etc.

We also place an emphasis on not only reviewing strategies, but benchmarking them against your original objectives. Many Financial Planners only review performance looking over the past 12 months. We believe that reviews should not only be done 12 months retrospectively but also since inception, to provide an accurate guide to the overall strategic success and longevity of your plans.

We believe if a “Plan” is correctly constructed it will not only benefit you the client today, but should also be capable of standing the test of time for any future heirs.