Sydney Financial & Wealth Advisers

About Us

Who We Are

M&A Wealth is a privately owned financial advisory firm that bases its business over the east coast of Australia.

We’re about empowering people of all ages to Build, Manage and Protect their wealth.

It’s never too late to take control of your future.

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-Managed Super Funds
Structuring Advice
Retirement Planning
Pension Establishment and Management
Multi-Generational Advice
Estate Planning
Structured Products

Services

How We Can Help

We offer holistic advice. This ensures that your advice is tailored specifically to you and your goals and objectives, taking your whole position into consideration.

Investment Advice

Equities Advice
Investment Property
Structured Products
Investment Management

Investment Advice

No matter what stage of your life you’re, we can tailor an investment strategy around what fits your needs and make your money work for you. This may include cash, term deposits, bonds, managed funds, shares and property.

We will then manage your strategy for the long term to remain appropriate with any changes life might throw your way.

That way, you can go to sleep at night knowing that together we are building and managing your investments for your future.

Budgeting

Debt and Cash Flow Management

Budgeting

With the day-to-day expenses of everyday life, you should still be able to live the life you want to whilst comfortably paying the bills at the same time.

This could include going on regular family holidays or renovating your family home.

We can help you find the perfect balance between enjoying your lifestyle whilst still paying down debt and accumulating your wealth.

Protecting Your Wealth

Asset Protection
Personal Insurance
Structuring Advice
Risk Management

Protecting Your Wealth

Life is unpredictable. Wouldn’t you want to have a safety net ready just in case?

Having peace of mind is important, knowing that you and your family are protected.

We can assist in making sure you have the right protection plan set up to protect your wealth if life throws something unexpected your way.

This may be through various insurance strategies or protection from outside influences through the use of trusts and other structures.

Planning For Retirement

Superannuation
Self-Managed Super Funds

Planning For Retirement

Rather than ignoring your superannuation until retirement, its in your best interest to be proactive and make the most of your superannuation now.

We can assist you in maximizing the different superannuation products (including Self-Managed Super Funds), types of contributions and tax benefits inside the superannuation environment.

Taking advantage of your superannuation during your work life through can pay off unbelievably in the long term.

Thriving in Retirement

Retirement Planning
Pension Establishment and Management

Thriving in Retirement

Retirement is all about rewarding yourself for all the hard work you’ve put in over your working life.

The last thing you want to worry about is whether you’ll have enough money to last through your retirement.

We can help you plan for your retirement today and manage your wealth long term so that you can focus on enjoying your retirement.

Future Proofing

Multi-Generational Advice
Estate Planning

Future Proofing

It's important that your wealth is passed on to whom you intend and if you want, last for generations to come.

Having the right framework and structures put in place is crucial.

Let us show you how to leave a financial legacy for your loved ones.

Who We Can Help

Whatever stage you’re at in life, we plan with a vision for a better future without sacrificing your enjoyment now.

Make your money work just as hard as you’ve worked for your money.

Starting Out

You’re never too young to receive financial advice. We believe life is for living, so we’ll help you plan for small changes now for big gains in the future. These are the years to lay the foundation and form good habits that will last the rest of your life.

So while you're planning good times and holidays, you’re still on your way to owning your first home and have a protection plan in place to ensure you and your loved ones are protected.