Money Mechanics
Superannuation in Canberra
www.money-mechanics.com.au/
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1300-77264?
Address
Suite 606, Level 6, 16 Moore St. Canberra. Canberra, Australian Capital Territory, 2601.Are you the owner or manager of this company?
What you should know about Money Mechanics
Creating wealth through understanding we are specialist financial life planners in the areas of self managed super funds, salary sacrifice, wealth creation, public sector superannuation, and gearing strategies. We help create your vision for life and look at any obstacles that may get in the way of achieving your overall goals. Financial life planning financial life planning brings together technical expertise and the human touch to create a solution tailored towards your overall life goals. Scott is a self managed super fund specialist advisor (ssa) with the self managed super fund professionals association of australia and has been lecturing at the canberra institute of technology (cit) on financial planning topics since 2007. He is interested in learning all he can about the life planning methodology and the psychology of how people deal with money. In 2005 he became the first registered life planner (rlp) in australia with the kinder institute of life planning after completing the evoke training program in the united states and a 12 month mentorship program. Scott is an authorised representative (asic no. 262368) of patron financial advice afsl 307379. Scott malcolm, director, has been in the financial services industry since 2000 and prior to starting money mechanics was senior financial planner for another national firm. Money mechanics has a team of innovative, compassionate and experienced professionals. Our financial life planning approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals. The money mechanics philosophy is to work in conjunction with you and any of your other professional advisers (which may include your accountant, estate planning specialist, risk specialist).
Y'all made this a crazy ride and it was an honor and recreation working with all of y'all. Are specialist financial life planners in the areas of self managed super funds, public sector superannuation, prosperity creation, salary sacrifice, gearing strategies, estate and risk management planning g. Our values based financial life planning approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals. We have a unique fee for service advice menu so you can choose how we labor together based on a fixed hourly rate. We choose to not receive upfront or ongoing commission on investment products, to produce our clients with a definite understanding and transparency of what fees they are paying and what they are paying for. Enhance our client’s assets through understanding. Ensure our people triumph personally and professionally by living their own life plan. With last of Financial year honest around the corner it is time to review and up skill about the new financial. I appreciate travel both within Australia and Overseas and have had the opportunity to share some incredible experiences and confront some outstanding people since catching the travel bug after university! I am a true believer in practicing what I preach which includes investing in the property and share markets along with having my own family Self Managed Super Fund while also enjoying labor life balance! I believe everyone should try to discard time enjoying the superior of career advancement and labor life as healthy as their family life! Katie’s role is to bear Scott with administrative assistance on a day to day basis, ensuring the smooth running of the Money Mechanics office and in turn contributing to providing the best experience for you, our client. Previously worked for little to important Financial Planning businesses. Michelle’s experience includes Insurance, Investment Superannuation together with excellence in client service perpetual seeking to exceed client expectations her strengths are attention to detail, communication and multitasking. Michelle’s role is to aid Scott with the day today client administration within the business and to ensure the glossy running of the back office processes. Exterior of work, Michelle’s interests include photography, singing, writing and her latest project is renovating her home. Leanne has 28 years in Banking, Insurance, Retail sales and customer service to urge her qualifications in Business istration and Finance. She takes pride in being a customer service specialist who recently enjoyed roles in retention and sales team and fore line services. Leanne’s role is to help Scott with the day today client administration within the business and to ensure the slick running of the back office processes. In Leanne’s spare time, she enjoys being outdoors, camping and fishing, socializing with friends and family and playing Tennis. Cathy has worked in the financial planning environment for over 10 years providing advisers and clients particular service to aid them to attain their goals. Starting in an accounting practice, Cathy fell into financial planning and found her nic
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Y'all made this a crazy ride and it was an honor and recreation working with all of y'all. Are specialist financial life planners in the areas of self managed super funds, public sector superannuation, prosperity creation, salary sacrifice, gearing strategies, estate and risk management planning g. Our values based financial life planning approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals. We have a unique fee for service advice menu so you can choose how we labor together based on a fixed hourly rate. We choose to not receive upfront or ongoing commission on investment products, to produce our clients with a definite understanding and transparency of what fees they are paying and what they are paying for. Enhance our client’s assets through understanding. Ensure our people triumph personally and professionally by living their own life plan. With last of Financial year honest around the corner it is time to review and up skill about the new financial. I appreciate travel both within Australia and Overseas and have had the opportunity to share some incredible experiences and confront some outstanding people since catching the travel bug after university! I am a true believer in practicing what I preach which includes investing in the property and share markets along with having my own family Self Managed Super Fund while also enjoying labor life balance! I believe everyone should try to discard time enjoying the superior of career advancement and labor life as healthy as their family life! Katie’s role is to bear Scott with administrative assistance on a day to day basis, ensuring the smooth running of the Money Mechanics office and in turn contributing to providing the best experience for you, our client. Previously worked for little to important Financial Planning businesses. Michelle’s experience includes Insurance, Investment Superannuation together with excellence in client service perpetual seeking to exceed client expectations her strengths are attention to detail, communication and multitasking. Michelle’s role is to aid Scott with the day today client administration within the business and to ensure the glossy running of the back office processes. Exterior of work, Michelle’s interests include photography, singing, writing and her latest project is renovating her home. Leanne has 28 years in Banking, Insurance, Retail sales and customer service to urge her qualifications in Business istration and Finance. She takes pride in being a customer service specialist who recently enjoyed roles in retention and sales team and fore line services. Leanne’s role is to help Scott with the day today client administration within the business and to ensure the slick running of the back office processes. In Leanne’s spare time, she enjoys being outdoors, camping and fishing, socializing with friends and family and playing Tennis. Cathy has worked in the financial planning environment for over 10 years providing advisers and clients particular service to aid them to attain their goals. Starting in an accounting practice, Cathy fell into financial planning and found her nic
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Our unique advice approach means we can labor with clients on a once off advice arrangement to keep you up to date on legislative changes or a fixed annual fee charged monthly for ongoing advice services to assist with annual investment review, taxation and financial statement reporting and compliance requirements. Changes to superannuation legislation now permit self managed superannuation funds (SMSF’s) to borrow to acquire assets including residential and commercial property to promote their investment strategies subject to meeting a number of requirements. The SMSF then manages the property in the equivalent way as you would any other sincere estate investment. The loan is a limited recourse loan and the asset (property) is used as security. They cannot claim on any other SMSF assets. Can assist you in planning for these events and tailor an good solution in a tax effective manner. Your Risk Management Plan: general and life insurances are imperative for you and your family if the worst happens. Values based financial life planning brings together technical expertise and the human touch to create a solution tailored towards your overall life goals and values for life. Ongoing strategic advice this service entails customary reviews of your life goals and financial strategies to ensure they are focused on achieving your desired outcomes. Scott Malcolm talks about the values based financial life planning approach. Another change is that individuals will be able to claim a deduction for personal contributions to superannuation, regardless of their employment status. Beyond honest little and moderate businesses, all companies will eventually face a reduced company tax rate, with the rate gliding down to 25 over ten years. What are the things that are crucial to you and why? This collaboration will ensure that other strategies and structures you have in store will work together to accomplish your outcomes. For each area of strategy development there will be a financial product solution which will aid to attain your goals. As with all planning and strategy development it is urgent to regularly review your strategy to ensure it is continuing to meet your needs and to check in to see if any of your goals or plans have changed. Below the current G scheme, all employers are required to make a prescribed least slick of superannuation contributions to a complying superannuation fund on behalf of their eligible employees. For example this could be strategic advice on salary sacrifice, a check up on your vogue investment strategy or wealth creation plans, review of your stylish investment property, estimates of your defined gain superannuation, or review of your current self managed superannuation fund. To help manage your budget you can nominate a ceiling on the amount of time to be spent on providing advice. This service is provided to clients who would like a financial plan developed along with ongoing review and advice services. For example this could be the creation of a plan to attain financial independence, income for long term retirement, investment and strategy advice for lump sum, or taking over these services for an existing portfolio of investments which you have in place. Our answer to this is to bottom our service promise on what we can directly control. We promise to be available and retain our promised minimum number of appointments per year. We promise to know you as our client’ and know the product’ earlier we make a recommendation to you.
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