| Financial
Planning
INTRODUCTION
Independence
in our service offering is the key to providing our
clients with the best advice available. At MKJ Accounting
Consultants we have made a decision not to become
‘licensed financial advisers’ to ensure
you can rely on our integrity to get the best financial
outcomes possible.
We
now have the opportunity to provide the financial
advising services of MKJ Financial Services, with
whom we have a strategic relationship with. MKJ have
highly qualified, licensed financial advisers that
provide assistance across the following areas:
-
Growing your investments
- Developing
tax-effective strategies
- Protecting
your wealth
- Managing
debt
- Superannuation
& Retirement Planning
- Estate
Planning
“The
Next Generation of Advice”
MKJ
Financial Services Pty Ltd has been providing tailored
Wealth Management solutions for individuals, small
businesses, corporations and self-managed superannuation
funds since commencing operations in 2007, after the
succession from MyMoney Wealth Solutions. Our senior
financial adviser has in excess of 13 years experience
in the Financial Services and Banking Industries.
Our
goal is to simplify complex financial issues and educate
our clients so they can have options available and
then have the ability to make confident informed financial
decisions. To achieve this our Wealth Management process
forms the basis for us to developing an intimate understanding
of your financial requirements and is integral in
providing value based advice that adds significant
value to you.
It
is extremely important to us that our clients value
our service and advice. As such we only engage clients
where we can add significant value and form long term
relationships based on mutual trust and respect.
All
MKJ Financial Services Pty Ltd advisers are Authorised
Representatives of Pivotal Financial Advisers Limited.
With Pivotal Financial Advisers as our alliance partner
we are backed by a powerful resource that enables
us to source current research, strategic and service
solutions which provides maximum financial benefits
for our clients.
If
you would like to contact MKJ Financial Services to
arrange a meeting please call us on 02 9317 2799
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