Planning for a life well lived
Our mission is to empower people to achieve their financial goals and enjoy the freedom that comes with financial security.
Our Services
We are a strategic financial advice team who apply our trade, exceptional support and care to help build lives well lived.
Our approach
What to expect along
your journey with us
1 . Begin your journey
We seek to understand:
Your current situation.
Your aspirations, needs, and/or concerns.
What’s important to you; and,
What you want for your financial future.
2 . The financial landscape
We capture your assets, liabilities, income and expenses.
Understand your investment risk appetite.
Understand any planned changes.
Conduct research and gap analysis between where you are, and where you wish to be.
3 . The plan forward
We have worked through the best options and created your roadmap.
The plan forward is presented within an advice document.
We step through the plan together so that you remain informed, in control, guided and supported.
At this point, you decide when to ‘press go’ and we are all set to make inroads into achieving your life well lived.
4 . Bringing your plan to life.
Our team:
Prepare and help you with documents e.g. application forms.
Keep you informed throughout the entire implementation process; and,
Once implementation is complete, confirm all is in place, in line with the plan.
Should you choose to, you may also engage us to continue to provide ongoing support to you throughout your entire financial journey.
“MaryLou is always prompt, efficient and friendly, giving financial advice in an easy to understand manner and nothing is too much trouble. We have recommended her to several of our friends who have all become happy clients and are also very satisfied with her advice and her team’s comprehensive help with all matters.”
— Kris, Goughs Bay, VIC
"Marylou has been advising my family for over 10 years and I would highly recommend her to anyone. She cares for her clients like they are her family. Thank you for everything you do for us."
— Anna, Taylors Lakes, VIC
"I highly recommend Mary to anyone looking to set up their financial future with ease. From the moment we met her, she understood exactly what we were after and was able to set it up for us. Since the passing of my husband she has been a huge help to me and l am so glad to be walking through the next stage of my retirement with her, knowing l won’t have to worry about my finances.. I am so grateful she came into our lives when she did."
— Sharon, Upwey, VIC
"Mary is a very professional and knowledgeable adviser who constantly aims to understand my goals and build appropriate strategies to ensure my long term goals are met.
She is extremely personable and really goes that extra mile to research areas that may present as a challenge and then tailors appropriate solutions to address any complex issues.
I’m looking forward to continuing a long term business relationship with Mary and her team."
— Janet, Brighton East, VIC
"My husband & I have been client's of Marylou's for approx 3-4 years now & we are very happy with Marylou's knowledge, professionalism and her warm, caring manner.
I feel totally comfortable asking Marylou any questions I am unclear on or any advice I need further clarification with. She is always patient and provides assurance as she explains her reasons behind any recommendations she is making.
We trust her ability completely to manage our superannuation journey for us and would recommend her highly to all our friends and family members. She was recommended to us by our neighbours whom had been clients for many years (which we are very grateful for)."
— Annette, Eltham, VIC
"We have been working with Mary for a few years now and followed her from her previous role to her new company. She has always provided sound investment advice for our Superannuation and taken into account our over-all financial situation when providing this advice and guidance. This year we had a return of over 13% on our Superannuation which must put her in the top percentile of advisers.”
— Chris, Dural, NSW
RESOURCES
Useful knowledge and tools for your financial journey.
PODCAST
Series 1: Planning for a life well lived…early.
This podcast series provides practical tips and key ideas for young adults to boldly take charge of their financial future. The episodes show that with a little bit of knowledge, patience, and just simply doing the basics brilliantly, you will be setting your sail to a breezy financial future.