Wealth Management Services

For the performance of your life

A financial planning service that understands the needs of people in entertainment, media and the arts.

What is Moneypenny Wealth Management?

The name Moneypenny has been an integral part of Entertainment, Media and the Arts for over 25 years. Moneypenny has a proven track record of competency and effectiveness in financial management.

Moneypenny Wealth Management Services Pty Limited (MWMS) is a Member Firm and Corporate Authorised Representative of Genesys Wealth Advisors, one of the largest financial service groups in Australia with 130 member firms nationally and over $8 billion in funds under advice.

MWMS is uniquely positioned to provide quality financial advice in areas of Wealth Creation, Retirement Planning, Estate Planning, Debt Management and Wealth Protection.

Why do you need this type of service?

Whether you are an employer, employee or self-employed, financial planning and portfolio management requires knowledge, expertise and resources.

In a marketplace offering greater choice than ever before, the process has become increasingly complex. That’s why you need professional help from people with an understanding of the issues relevant to your industry and the ability to make the hard decisions easy, through expert advice, an individual approach and a strong service ethic.

Financial planning services include:

Superannuation and Employee Education & Advice

Cost-effective super solutions tailored to the specific needs and corporate culture of each client. Employers are able to offer employee access to comprehensive financial services – a worthwhile benefit for the employees. These consist primarily of:

  • Education; to demystify the complex area of superannuation
  • Financial planning support; tailored to an individual’s lifestyle goals
  • A flexible, portable plan for each member
  • Advice on the most appropriate superannuation fund
  • Advice to guide members in their choices
  • The ability to consolidate previous super into one plan
  • Web based access to education and information

Investment planning

Expert advice on structure, strategy and implementation of investments outside the superannuation environment. Providing access to retail and wholesale investments offered by a multitude of fund managers, clients can access an impressive range of investment products and strategies.

Insurance cover (life insurance and personal risk management)

Providing advice on the most appropriate ways to insure against financial loss in the event of injury, illness and death.

Finance

Advice on consolidation and implementation of mortgage and personal loan arrangements.

Retirement planning

Advice on retirement planning, and assistance in structuring superannuation benefits to achieve an adequate income stream in retirement.

Estate planning

Offering comprehensive advice on estate planning and structuring wills to suit your requirements.