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“Our goal is to help you to maximise the probability of achieving what is most important to you in life. As a starting point, we first need to understand what is important to you…”


Pure and simple we are financial planners and wealth advisers. It’s our expertise, coupled with the work we do with other professionals, that enables us to help you achieve what is important to you and to your family.

It is our objective to transform the sophisticated and complex into the tangible, understandable and achievable. Essentially we endeavour to provide clarity to the financial planning process to instill control, focus and direction.

Built on a core philosophy of mutual trust and respect, integrity and professionalism, we provide financial planning and wealth advice to business owners, business leaders, professionals, retirees and SMSF trustees.

Click here to read more about our services and find out how we can help you.

Taldumande Youth Services

The 2022 Future2 Foundation grants have been announced and MC2 Wealth was privileged to support the successful nomination of Taldumande Youth Services, who provide exceptional care and support to our children. Watch this short video submitted as part of their nomination.

What makes a good life?

A fascinating 12 minute TEDx talk by Robert Waldinger discussing the findings of a 85 year study on adult development. The book (‘The Good Life: Lessons from the World’s Longest Scientific Study of Happiness’) is an outstanding read and highly recommended.

Our difference

You expect all financial planners to be technically competent and provide sound advice. But learn more about what makes us different when it comes to client advice and service.