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Your Wealth is Our Purpose
About Us
We help you overcome the common money struggles and make better financial decisions
How We Can Help
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At Mission Wealth, we help our clients overcome the common money struggles that prevent them from taking action and make financial planning easy. We offer comprehensive solutions to help our clients achieve their goals and feel confident about their money.

Financial adviser strategy

Strategy First

We believe that your strategy comes first, and the right financial products will only ever compliment this.

Financial adviser transparency

Full Transparency

We say the things you NEED to hear, not just the stuff that sounds good in the moment. We believe in full transparency at all times.

Financial adviser independent

No Agenda

We are not aligned to any banks, super funds, or investment managers. Our clients know that our advice is only aligned with them.

About Us

Our Services

At Mission Wealth we help our clients overcome the common “money roadblocks” that prevent them from leading the life they want with full confidence and less money stress.

Common “Money Roadblocks”

  • Finding the right balance between enjoying your lifestyle today vs building wealth for the future
  • Being time-poor and always pushing the “money stuff” to the back of the to do list.
  • Feeling overwhelmed by the access to unlimited information
  • Having too many options, often leading to inaction.
  • Not knowing which information is relevant to your unique circumstances.
  • Fearful of making the wrong money choices
  • Struggling to get on the same page with your significant other about money.
  • Lacking confidence in current financial knowledge base

What we are not

  • Aligned to major institutions or banks.
  • Product Pushers
  • Stockbrokers / Day Traders
  • Property Spruikers
  • A One Size Fits All service
  • A Get Rich Quick Scheme

Planning & Strategy

raditional financial advice has focused on financial products, such as super, investments, and insurance. While these are important, they are only a small part of what makes a great financial plan.

The most important thing is a clear and focused strategy. This is essentially a roadmap that outlines where you want to be in the long term and what you need to do to get there.

Our only goal is to help you get ahead financially while still allowing you to enjoy the things you love. We help you create a clear and easy-to-follow plan, and we work with you over time to make sure your plan comes together, you stay on track, and you get results.

Employer Shares

If you work for a start-up or a listed company, it's typical to receive stock from your employer, but the terminology used can be confusing.

There are various schemes like RSU, ESPP, ESS, DDS payments, and PAYG instalments, among others, that can be overwhelming, even for detail-oriented individuals. Additionally, there are numerous complicated strategy options to consider such as selling, buying more, waiting for long-term gains, diversifying, or going all in.

Each option has its advantages and disadvantages, and it's crucial to understand them so that you can confidently make the right choice. Employer share schemes offer a significant opportunity that can shape your future if used wisely, but you must know the rules of the game. We are here to assist you.

Tax

Taxes in Australia can be a heavy burden, but by understanding the regulations and how to use them to your advantage, you can legally reduce your tax liability and keep more of your hard-earned income. We help you achieve this by prioritising tax efficiency in all aspects of your financial planning, from investing to property purchase to debt repayment.

We understand that tax regulations can be complex, so we simplify the concepts and educate you so that you can make informed decisions with confidence. We also offer systems that streamline tax reporting and facilitate collaboration with your tax accountant.

Financial (Life) Project Management

We work with other professionals to ensure your financial strategy is on track. We simplify complex financial concepts and help you make informed decisions. If you need help, we can introduce you to outstanding professionals in our network.

Business Owners

We understand that your business is your pride and joy, and as a business owner, you want to make the most of every opportunity available to you. However, it can be challenging to navigate the complex financial rules and regulations while juggling the demands of running a business. That's where we come in. We assist business owners in structuring their finances to maximize every available opportunity, legally leveraging the rules to achieve faster success, and ensuring that the foundations of their personal wealth are secure. Additionally, we work with other finance professionals to save you time along the way. We have seen the all to common financial mistakes that people make and with our expertise, we can help you avoid them, allowing you to make confident financial decisions, reduce stress, and get ahead.

Property Strategies

Purchasing property can have a significant impact on your financial future, both positive and negative. We can help you make informed decisions and purchase property wisely, without overextending yourself or becoming a slave to your mortgage.

We have expertise in property investing and can help you manage risks and avoid drastic lifestyle changes. We can also guide you through the property buying process and ensure that you take the right steps at the right time.

Our goal is to simplify the property buying experience, which is one of the most significant financial decisions you will make. By reducing stress and emotions during the purchase, we help you make sound financial choices.

We do not sell property, so you can be confident that you will receive unbiased advice about whether property is the right strategy for you.

Financial Health Check

We will review your current financial situation to assess your overall “financial health”.

It involves looking at your income, expenses, debts, savings, investments, and financial goals to evaluate whether you're on track to achieving your financial objectives.
A financial health check can identify areas of strength and weakness in your finances, allowing you to make any necessary adjustments to improve your financial wellbeing.

The process may involve financial software to gather and analyse your financial data. Ultimately, a personal financial health check can help you identify and “diagnose” and key areas of your financial management that may be holding you back or causing your issues.

Investments

Investing can be intimidating for those who are new to it. The fear of making a mistake and losing money can be overwhelming, causing many people to avoid investing altogether. However, by doing nothing, they miss out on the potential benefits of investing, such as higher returns and growth of their savings over time.

We can help you overcome your fear of investing and get started on the right path. We can provide guidance on different types of investments and help you choose the ones that align with your financial goals and risk tolerance.

By working with us, you can avoid common mistakes and make informed decisions that are tailored to your unique situation.

Our goal is to help you build your confidence in investing so you can start seeing results and achieve your financial goals. Whether you're looking to save for retirement, buy a house, or simply grow your wealth, investing can be a powerful tool to help you get there.

Superannuation

Superannuation is often seen as a boring topic that only concerns older people. After all, you won't be able to access your super for many years, so why bother thinking about it now?

But the truth is, even small adjustments to your super plan today can have a big impact on your retirement savings. A few extra dollars invested now could mean thousands of dollars more in your super account when you retire.

So it's worth taking the time to understand your super and make sure you're on track to reach your retirement goals. We can help you do just that.

We'll work with you to create a personalised super plan that takes into account your individual circumstances and goals. We'll also help you make sure you're not overspending or missing out on potential growth opportunities.

Let us help you get started on the road to a secure and comfortable retirement.

Savings

Managing finances can be a daunting and time-consuming task, especially for anyone  who is trying to build their assets and investments. The amount spent and saved has the most significant impact on how fast one can get ahead, but it's not easy to achieve.

We offer a solution that can make saving easier.

Our bespoke money management system will organise your cash flow and automate a lot of the day-to-day movements. This will free up your time so you can focus on other things, and it will also help you to stay on track with your financial goals.

Our system is tried and tested, and it has helped many people to achieve their financial goals. We offer a free initial  consultation so you can learn more about how our system can work for you.

Risk Management

Protecting your wealth is just as important building your wealth. A Financial Plan without a risk plan is as secure as a house of cards.

At Mission Wealth, we encourage all our clients to address the risk management needs to prevent a few unexpected events or expenses from completely derailing a lot of the good work that came before it.

We do this by helping you assess your risks and provide advice on different types of ways to manage, accept, offset, or eliminate them.

Often the simplest option is to offset the risk through a form(s) of personal insurances, such as Life insurance, Total and Permanent Disability, Income Protection and/or Critical Illness cover.

The benefits of addressing your Risk plans with Mission Wealth include.

  • Having the flexibility to choose a Fee for Service or Commission Based advice model.
  • Obtaining full medical pre-assessments as part of the research stage to ensure that we are applying to the insurer most likely to give us appropriate cover.
  • The ability to structure your insurance in the way that is optimal both from a cash flow and tax perspective without having to compromise on features and benefits

Hear
from our clients

I’ve been working with Marcus for over two years now and it has been a really great experience So much so that I have even referred my very close friends. All throughout my financial planning journey, Marcus has been great at explaining the process in a way that I could relate and has always made sure to educate as well as provide advice along the way. With his help, I’ve grown my plan in line with my goals and it now feels like an active an evolving plan. Marcus and the team at Mission Wealth have been consistently personable, available, and engaged. I would recommend them highly recommend to anyone seeking proactive financial advice
B. Townsend
B. Townsend
Before working with Marcus, we lived from pay to pay with no money strategy and continued to consistently accumulate debt. It was very stressful. We have been working with Marcus for over 18 months now and have a plan and strategy for our future financial goals. Thanks to Marcus, we are debt free, have purchased our first investment property and started a share portfolio. Never in a million years did we think this was ever possible in such a short space of time. Marcus is great to work with and explains our financial options very clearly and in a language that we can understand. He keeps us on track and continues to guide us expertly toward our financial goals.
Mike and Susan Mills
Mike and Susan Mills
Marcus at Mission Wealth started our transition to retirement a while ago with good sound advice. It’s not an easy road, but having Marcus close by constantly communicating and caring, we feel extremely comfortable in our relationship.
Stephen and Suellen Jansen
Stephen and Suellen Jansen
Marcus’ remarkable level of expertise and patience sets him apart from the rest…. My husband and I had a basic level of our financial opportunities, and we knew we had more potential. Marcus took the time to get to know us and guide us step by step, expanding our perspective on the untapped potential of our financial future. Marcus and his team are always there when we have questions or need guidance; his ability to explain intricate concepts clearly and make them simple has been invaluable to us. What we enjoy the most is the foundation of trust Marcus has built with us. We feel confident in his abilities and know he always has our best interests. He listens attentively to our goals and aspirations and tailors his financial advice accordingly. Marcus has provided us with a comprehensive financial plan that aligns perfectly with our objectives, giving us the confidence to pursue our dreams.
Katie C. & James N.
Katie C. & James N.
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