MLS Financial

You are here: Home Arrow What We Do MLS Financial will ensure that you are armed with the knowledge, tools and assistance to ensure your future lifestyle can be maximised through the perfect combination of: Wealth Creation Wealth Protection After a comprehensive analysis of all things financial, we’ll prepare and execute an individually-designed plan to help you reach the personal and financial goals you aspire to. Wealth Creation This will ensure that when the time comes to draw on your retirement nest egg, you have the financial resources to do the things you truly want to do in retirement. This is achieved through market leading advice in relation to superannuation and non-superannuation investments. MLS Financial are experts in all areas of superannuation from basic offerings that Industry funds provide, right through to the full featured and completely flexible offerings of Retail funds and Self Managed Superannuation Funds (SMSF). Superannuation aside, we also help you with all aspects of non-superannuation investing to ensure your medium and long term investment goals are achieved while also taking into account current market conditions. Whether it be managed funds, direct shares, property or even borrowing to invest, we are there to help you make the investment decisions suited to your needs. Wealth Protection Of course, no wealth creation strategy is effective unless it considers the impacts of illness, injury, permanent incapacity, traumatic illness and death. Protection against these unforeseen events is provided through adequate insurances such as: Life Insurance Total & Permanent Disablement Insurance Trauma/Critical Illness Insurance Income Protection Insurance Business Expense Insurance Ensuring your insurances are structured optimally to maximise tax concessions and consider your cash flow is a critical element in this process.

Address: P.O. Box 495, Emu Plains NSW 2750, Australia

Phone: +61 1300 791 800
FAX: