MISSO Wealth Management Logo
(07) 3003 4800

Clarity – Control – Confidence We all want the best for ourselves and our families.
This can be achieved with a partner you trust. At MISSO Wealth Management, we’re committed to working with you to help you reach
your financial potential with quality, tailored financial advice. Discover more
Get in touch for a no obligation initial meeting
  • Meet Meet with a MISSO adviser to discuss your current situation and understand your goals.
  • Plan Design a strategy based on your individual preferences, goals and risk profile.
  • Empower Empower yourself with the clarity and confidence to enjoy a more secure future.

Our Approach

The most important asset you have is time. So at MISSO Wealth Management, we make sure that every minute you invest with us is worthwhile.
We focus on defining clear goals that reflect your aspirations and values, then organise your finances to match — while keeping an eye on the risks and returns.

Experience and expertise. Partnership and transparency.
That’s the MISSO Wealth Management promise to you.

Get started now

MISSO Wealth Management is a privately owned wealth management firm that partners with clients to retain and grow their wealth.

Since 2001 our firm has grown exclusively by positive client referral.

Our Services

Superannuation
Your super is a tax-effective place to hold investments, to grow and maintain your wealth
Can I reduce my hours?
No matter how much money is held within investments or superannuation people like to
Asset mix and investments
Research has consistently shown that the markets work
Cashflow
Planning your cashflow is a vital part of managing risk and achieving financial success
Life Cover
We will ensure you have the right amount of personal insurance
Estate Strategy
The seamless transfer of wealth and control of your entities is a natural extension
Family Law Strategy and Support
A marriage breakdown is a highly stressful event
Family Office
Our family office service is a growing area in our business
Focal point of your financial strategy
We will oversee the whole of your financial strategy
Forward Mapping
Every successful venture starts with a vision of what you want to achieve
Single Spouse Guidance
The unexpected passing of a spouse or relationship breakdown can be traumatic
Taking action
Sometimes, the only barrier to reaching your goals is being too busy to put your plan
Terminal Illness strategy and advice
If you are confronted with the impending passing of a relative, early professional
Structures
Choosing the right structures in which to build and hold your assets is vital
Progress
After we’ve helped you create your strategy, we make sure it stays on track
Employment Incentives
Short and long-term incentives can be a rewarding part of your remuneration package
Fixed-Interest Deposits
We can help you access fixed-interest opportunities
Loans
As your third party adviser, we can help structure your lending facilities

Your success is our success

we are passionate about helping our clients reach their highest possible level of success

Why us

MENU