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MIPA's service is primarily to provide and implement financial strategies and advice, so you can achieve your financial goals.
Our process is:
- getting to know you
- helping you to identify your goals
- identifying obstacles and issues
- designing a solution for you and putting it in a written plan
- discussing and recommending a way forward
- implementing the agreed plan
- ongoing service and review.
We advise:
- Individuals
- Couples
- Families
- Businesses and business owners
- Farmers
- Trustees of superannuation funds
They may be at various stages:
- Wanting to protect against loss of income through illness or accident
- Saving for the future
- Wanting to ensure established wealth is protected
- Investing
- Building funds for retirement
- Living off their hard-earned savings in retirement
| | Our specific services include:- Guidance on budgeting
- Savings and wealth creation strategies
- Investment planning
- Superannuation planning
- Pre-retirement planning
- Retirement planning
- Risk and insurance analysis
- Estate planning considerations
- Centrelink planning
- Super and divorce planning
- Salary packaging advice
- Business succession planning
| | Products we can advise on include: - Cash management trusts
- Direct fixed interest
- Retail and wholesale managed investment schemes
- Direct shares
- Socially responsible investments
- Hedge funds
- Agribusiness
- Master trusts
- Geared products
- Superannuation products
- Self managed super funds
- Retirement income streams
- Personal and group insurance
- Business succession insurance
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