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Financial Planning

The Importance of Financial Planning

It has never been easier to save, shop or invest. For most of this generation it is as simple as a click of a button, but many of us are confused about how to make the most of our money. A simple Google search overwhelms us with information, so we push it into the ever-growing ‘maybe later’ pile.

This is where Master Your Money Now comes in!

We are an expert team of financial planners dedicated to finding you the right solution. We will work with you closely, provide you with education and help you make the most of your wealth with financial planning.

Our goal is to help everyday people develop financial strategies and build wealth from the comfort of their homes. We are committed to helping you find financial success.

Why are our financial planners different?

Most financial planners only work with the “ultra old and ultra rich” which means the rich get richer and people like you get left further behind. At Master Your Money Now, we specialise in helping millennial nurses and teachers build wealth so they can retire earlier and with more in their pocket. We are millennials helping millennials – the average age of our clients is 29! We know what you do in your 20s and 30s will make far more of a difference to your wealth than what you do in your 50s and 60s, so the earlier you start, the better.

What is financial planning?

If building wealth was easy, everyone would be rich. Financial planning is not just about having a savings account we regularly add to, although it is a good starting point. Financial planning is a comprehensive evaluation of finances and assets with a professional that can give you the right advice to master your money. We develop strategies with you and provide regular check ins so you are able to meet your life goals.

Buying your first home

Did you know you may be able to save up to $4,500 in tax when saving for your first home? Saving to buy your first home can be difficult and it can be hard to know where to begin. We can help you save for your first home in a faster and more tax effective manner. We can also help you navigate the loan process as well.

Retiring Early

Everyone wants to be able to retire at 50, but how many are actually able to? If retiring early is one of your life goals, we want to help you. Our financial planners can create and implement a tailored financial plan so you can retire earlier and with more wealth.

Personal Insurance

Your most important asset is you and your ability to earn an income. But while most of us will get car or house insurance without even thinking about it, most people do not protect themselves or their families if something was to happen to them. We can discuss ways for you to obtain high quality cover that is tailored to your situation.

Superannuation

Super isn’t something you should forget about - it’s a very important part of your income. We want to help you maximise your super and make sure you have the right insurance if something were to happen. With a financial plan, you will know more about your super than just who it is with.

Our Financial Planning Process

We provide personalised and high quality financial planning services to everyday people.

We don’t want to confuse you or overload you with information, this is why we are transparent with our fees and have a straightforward onboarding process.

Step 1
Initial No Obligation Meeting

We want to meet you and understand why you want to start your financial planning journey.

Step 2
Discovery Meeting

We want to get to know you and your finances.

Step 3
Prepare Plan and Present Recommendations

A discussion about what solutions are available for your financial situation.

Step 4
Implementing Your Financial Plan

Let’s get the ball rolling with the strategies that suit you.

Step 5
Checking in and Reviewing Your Plan

Plans change over time so we want to make sure that your plan is still working for you.

Contact Us

We are committed to helping you Master Your Money Now! Our financial planners are waiting to hear from you.

Book a strategy session with our team either in person at our Geelong office or online by filling out this form.

    Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.