Our aim is to help our clients build and maintain their wealth, while assisting them in achieving their financial and lifestyle goals. The team at MWP Financial believes strongly in providing holistic financial advice and we offer a wide range of services. Our Financial Services include:
- Investment planning
- Wealth Protection and Insurance
- Superannuation, including Self managed super funds
- Retirement Planning
- Estate Planning
- Business Succession Planning
- Tax Planning
My Wealth Partners was launched in 2009 and incorporates Pocock Munn and Associates, a financial planning practice established in 1982.
Please note that clients may be referred to appropriate lending professionals in relation to lending advice and to appropriate accounting professionals for specific tax planning. Charter Financial Planning is not responsible for any advice that may be provided by these third party entities and nor is Charter Financial Planning responsible for the actions of these entities.