Money Mechanics
-
Suite 606, Level 6, 16 Moore St, Canberra 2601 ACT
- 1300772643
- 02 6257 5557
- Visit Website
- creating wealth through understanding
- State: Australian Capital Territory
- Region: Canberra City
- Suburb: Canberra
- Postcode: 2601
- Business Type: Investing
- Profile: Money Mechanics is a Investing company located at Canberra, Australian Capital Territory Australia, address is Suite 606, Level 6, 16 Moore St, Canberra 2601 ACT, postcode is 2601, you can contact Money Mechanics by phone 02 6257 5557
- Description:
We are specialist financial life planners in the areas of self managed super funds, public sector superannuation, wealth creation, salary sacrifice, and gearing strategies. Our financial life planning approach brings together technical expertise and the human touch to create a solution tailored towards your overall life goals. Money Mechanics has a team of innovative, compassionate and experienced professionals. Scott Malcolm, Director, has been in the financial services industry since 2000 and prior to starting Money Mechanics was senior financial planner for another national firm. Scott is an Authorised Representative (ASIC No. 262368) of PATRON Financial Advice AFSL 307379. In 2005 he became the first Registered Life Planner (RLP) in Australia with the Kinder Institute of Life Planning after completing the EVOKE training program in the United States and a 12 month mentorship program. He is interested in learning all he can about the Life Planning methodology and the psychology of how people deal with money. Scott is a Self Managed Super Fund Specialist Advisor (SSA) with the Self Managed Super Fund Professionals Association of Australia and has been lecturing at the Canberra Institute of Technology (CIT) on Financial Planning topics since 2007. Financial Life Planning Financial life planning brings together technical expertise and the human touch to create a solution tailored towards your overall life goals. We help create your vision for life and look at any obstacles that may get in the way of achieving your overall goals. The Money Mechanics philosophy is to work in conjunction with you and any of your other professional advisers (which may include your accountant, estate planning specialist, risk specialist). - Additional Information:
Flexible Hours by Appointment
- Services:
Investing
Service Options
Investment TrustsAsset ManagementRolloversConsultingInvestor EventsPortfolio ManagementSharesAnnuitiesRetirement PlanningDebenturesFund Management
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