Manage Your Financial Future
No matter how much personal satisfaction you may get from your job or your business, at the end of the day you are working to build a secure and happy future for yourself and your family. Your financial future doesn’t just depend on the dollars you are bringing in the door now, but on how you manage and plan for risks and opportunities to build for the future.
MJA Financial Services was established to help you to identify those risks and opportunities and establish a plan that will realise your dreams for the future. We will work with you on insurance plans to reduce risks, investment and superannuation strategies to grow your wealth and estate planning to protect your family. We’ve negotiated special mortgage arrangements to help you cut the cost to set up a home loan. We even get into the trenches with you, helping to navigate the administrative hassles of Centrelink and superfund managers.
We recognise that for business owners their biggest personal investment is their business. We advise on structuring your business to secure you family’s financial position, and can work closely with you to strategically manage this critical investment.
We are 100% independently owned and local to the Coffs Coast. We operate on a fee for service basis only. We don’t accept commissions or report to a global head office, so we are not obliged to sell you any specific product. We take our time to get to know you and your personal circumstances, so we can offer you objective recommendations and unbiased advice.