Moneypenny Wealth Management Services

Prudent financial management for the building and protection of your wealth

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

What is Moneypenny Wealth Management Services?

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), and its advisers, are members of Fortnum Financial Advisers and are Authorised Representatives of RI Advice Group Pty Limited ABN 23 001 774 125, AFSL 238429.

MWMS is uniquely positioned to provide quality financial advice in areas of Investment Planning, 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:

Expert advice on structure, strategy and management of investments.  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.

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.

Retirement planning

Advice on retirement planning and assistance in structuring superannuation benefits to achieve your desired lifestyle in retirement. 

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 or death via solutions tailored to your individual circumstances.

Finance

Advice on cash flow management, consolidation and implementation of mortgage and personal loan arrangements.

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.

Estate planning

Offering comprehensive advice on estate planning and structuring wills, powers of attorney and trusts to suit your requirements.