fbpx
[contact-form-7 404 "Not Found"]

Master Your Money Now

We Make Money Easy To Understand  💰
Financial Planners For Nurses And Teachers
Based In Geelong, Clients Australia Wide

Financial planning with Chris Carlin

What is financial planning?

Many people don’t think about financial planning until they need to retire but financial planning is more than preparing you for retirement. It’s buying a house, it’s understanding your super and personal income and most importantly, it’s about building wealth. With a financial planner, you will develop strategies to achieve your financial goals. It’s not just about that high-interest savings account, at Master Your Money Now, we want to provide you with the right financial solutions and a dedicated team who provide regular check-ins.

What can financial planning help you with?

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.

WHETHER YOU’RE ONLINE OR LOCAL, WE’RE HERE TO HELP

Online Financial Planner

Our online financial advice offering is designed to help our clients who are looking for a financial advisor online to take advantage of the cost and  lifestyle convenience. Using the latest technology we’re able to still provide you with a personalised face to face service, from the comfort of your home.

Local Geelong Financial Planner

As a Geelong local, Chris Carlin understands the needs of his local clients and the service they require. With meeting facilities in Geelong, take advantage of the experience and convenience of working with Chris to listen to your goals and develop a financial plan based on your needs.

TESTIMONIALS

  • Chris has been very helpful to me as I transition into retirement. He has always been very welcoming and polite to deal with. He is also very knowledgeable when it comes to superannuation and retirement planning.

    Jim - Gold Member

  • “Chris is friendly, trustworthy and a very smart fella! He explains our financial situation in our language, not in finance jargon. We leave every appointment with Chris confident that everything is going well.”

    Bob and Julie - Gold Members

  • Chris helped my husband and I sort out our Super, Life and Income Protection Insurances last year. He’s a no-fluff, knowledgeable and experienced financial advisor who won’t bamboozle you. If you need to get your super, insurances or investments in order, Chris is your guy.

    Annaliese

Financial Planner Geelong

Based in Geelong, Master Your Money Now is a people-first financial planning and education company with over 10 years of experience. We specialise in helping millennial nurses and teachers build wealth, understand super, protect their loved ones and invest so they can retire earlier and with more in their pocket.

Our team is different from other financial planners because we not only want you to have a tailored solution, but also educate you about your finances. We regularly speak to everyday Australians both individually and in group settings, teaching and empowering people with practical financial skills we should have been taught in school.

In short, we make money easy to understand and we want to help everyday Australians like yourself.