Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Empowering you through financial awareness, guidance and wealth solutions to enhance your life journey
Stress Less. Take Control. Plan Ahead.
MWS Wealth Professionals is a financial advisory service based in Albury-Wodonga with over 30 years experience. Our Team provides a boutique advisory service to enable smart financial decisions to construct tailored solutions to suit your specific needs.
Our team is ready and waiting to offer you a range of services and professional advice developed over 30 years of industry experience.
We’re a local business working with industry leaders to provide you with a boutique experience.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Our Role as Your Advisors
We provide advice on identifying a plan or strategy to live your best life with the money available in the present and future.
Let us help you with the financial preparation for the cycle of life, your possible future life transitions and events including family, health, work, marriage, divorce, retirement, aged care, death, newborns and education.
Planning for the cycle of life.
5 Minute Financial Health Check
Take our ‘5 Minute Financial Health Check’ to determine your financial priorities.
Changes Questionnaire
The ‘Changes Questionnaire’ take only a few minutes and will let us know of any changes in your life that should be considered in your existing Financial Plan.
About You Questionnaire
The ‘About You Questionnaire’ take only a few minutes and will let us know more about you.
Prepare for tomorrow, make the most of today.
Insights
Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics…
Gifting for future generations
At this time of year, when giving is particularly on our minds, some might turn their attention to how best…
Market movements and review video – December 2024
Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation…
Estate planning gives you a final say
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care…
Super vs property: what works for retirement income?
There is no debate that Australians love investing in property. The value of Australian residential real estate at the end…
Flying solo: tips for successful buying
For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared…
