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 Financial Services Pty Ltd (ABN 34 640 911 182) is Corporate Authorised Representative 1293649 of GPS Wealth Ltd (Australian Financial Service License 254 544). Mark Kruger is Sub Authorised Representative 1270772 of GPS Wealth Ltd. GPS Wealth phone: (02) 8074 8599 Email: [email protected] The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

We use cookies to give you the best possible experience on our website. By continuing to browse this site, you give consent for cookies to be used. For more details please read our Cookie Policy