You are here: / Home
“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…”
Welcome
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.
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.
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.
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.
Winter…
No winter lasts forever; no spring skips its turn. The cycle lives on, so be sure to read our latest newsletter.
A good life ?
We help our clients with the numbers. The Retire on Purpose education builds you a holistic game plan for all the other areas of your life. It’s the perfect complement for our financial advice. Read more about Nick Freedman’s excellent work here.
Future2 Foundation
Future2 is the foundation of the financial services professional. Leveraging the financial services sector’s unique ability to enhance financial literacy, Future2 supports programs that improve financial wellbeing across Australia.
Through the annual Make the Difference! Grants program, Future2 has committed $1.6 million in grant funding to over 150 community programs since 2007. Read more here; watch their video here.
