Director & Senior Financial Advisor
Michael is the principal of MLS Financial with over two decades of experience providing advice
Read MoreProvisional Advisor & Implementation manager
With over 5 years’ experience in the financial services industry, Harrison specialises in helping clients to understand and achieve their goals.
Read MoreMany are unsure if they are suited to receiving financial advice. Our best clients:
We have a responsibility to act in the best interests of their clients and to provide suitable advice based on your financial situation, goals, and risk tolerance. There are certain types of clients for whom obtaining financial advice may not be suitable. Here are some examples:
Yes. It is important that you review the strategies and products that support your financial situation on a regular basis to confirm that they continue to meet your circumstances and financial needs. A number of things change over time including:
In some cases, however, clients need one-off advice to get their affairs in order. Post this, ongoing advice is not essential and can be provided on an ad-hoc basis on their request.
Financial advice benefits people of all income and wealth levels. We can help with budgeting, debt, investing, retirement, tax, and estate planning. There are countless strategies we employ that benefit those in their early adult life with minimal wealth, right through to those who require social security support in retirement to meet their income needs.
In some cases, where we don’t believe the traditional financial planning process will benefit you, we provide you with the education and information to commence your own journey of financial development.
We operate on a fee for service basis for all strategy oriented, superannuation and investment advice.
The upfront cost to prepare and present a formal advice strategy, tailored to your needs, starts at $3,290 inclusive of GST. It may increase from there due to complexity and scope of the advice.
We also offer administrative services for:
In these circumstances, formal financial advice is not required and the fee is simply based on the hourly rate of the staff member conducting the work.
Join us on this exciting financial journey.
Connect with MLS Financial today, and let’s work together to turn your financial dreams into reality.
Schembri Wealth Pty Ltd ABN 61 158 801 355 ATF The Schembri Family Trust ABN 32 235 422 764 t/a MLS Financial is a Corporate Authorised Representative (No. 001258535) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523 trading as Infocus Financial Advice and Infocus Money Management. Head Office: PO Box 1856 Sunshine Plaza QLD 4558 Phone: 1300 784 448
Disclaimer: The information contained on this website is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. MLS Financial and Infocus Securities Australia Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances.
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