Personal Advice
Your financial co-pilot.
Only your interests at heart.
Specific to you. And only you.

You know there are things you should be taking care of. But don't know where to start. 
You don't know what you don't know.

That's where personal financial advice comes in. We'll get to know you and make sure that all parts of your life are aligned to get you where you need to be.   

Oh, and we can recommend whichever products are right for you. No conflicts!
Super
The largest financial asset for many people.
If you ever asked...
  • Why does everyone go on about super?
  • Is my fund a 'good' one?
  • What should I be invested in?
  • They say it's good for tax. What does that mean?
  • I'll just buy some shares. You can't do that in super.
  • What fees am I paying? It's just the admin fee, right?
...let's have a chat.
Insurance
The benefits cannot be overstated.
If you have ever asked...
  • How much insurance do I need?
  • What do I need to be covered for?
  • Should I just buy it online?
  • I have cover in my super, I think...
  • I have plenty of cover, no need for my wife to get it as well.
  • It's been a while since I had my insurance done.
...let's have a chat.
Other
Kids
  • We're keen to save for the kids education. We'll just pop some money in shares...right?
  • I hear there is something where you can save on tax. What's that about?
Lump sums
  • We recieved an inheritance/insurance payout. What should we do?
  • Is it better to put it to my mortgage or invest it?
  • Shares or super?
Retirement
  • I am thinking of retiring soon. Do I have enough?
  • Where is the income going to come from?
  • What can I do to increase my retirement funds?
  • What are my options?
Ethical
  • Where is my super invested?
  • I want to make sure my super is ethcically invested. What are my options?
Book a complimentary 15-minute call with Mark Kruger to discuss.
MoneyRocket is a trademark of MoneyRocket Financial Services Pty Ltd (MRFS) (ABN 34 640 911 182) which is a Corporate Authorised Representative of miPlan Advisory Pty Ltd (Australian Financial Service License: 485 478). The Infinity Program and Cashflow PT do not offer personal financial advice. They provide content around managing day-to-day cash flow with the aim of generating surplus cash. The Infinity Program and Cashflow PT in no way provides specific personal advice on how any surplus cash realised should be used or into which products/structures it could/should be allocated to. MRFS accepts no responsibility for any person regarding the use of any surplus funds generated – personal advice should always be sought. SuperChamp! provides general advice only around key aspects of superannuation. It does not purport to address every aspect of superannuation. Personal, tax and credit advice should always be sought regarding your individual circumstances before making any financial decisions. Personal advice is available under miPlan Advisory’s AFSL.

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