After 18 years with one of the country’s leading institutions MISSO Wealth Management established its own Australian Financial Services License MWM Capital Pty Ltd AFSL 511851.
MWM Capital Pty Ltd is privately owned and completely independent of any control or affiliation with any financial product provider. We subscribe to a range of leading third-party research and given our long business history as MISSO Wealth leading institutions genuinely compete for our business with best of breed ideas and solutions for our clients.
MWM maintains a strictly controlled governance process with external compliance and legal consultants with a board consisting of industry experts with more than 25 years of experience.
As you would expect a key component of our professionalism is maintaining a professional development program for all our advisers which goes beyond the requirements of the Institute of Chartered Accountants and Financial Planning Association standards.
Our Professional Fees
Fees for our services are payable to MWM. Where we can add substantial value to a individual or family group our typical fee structure includes:
Advice & Strategy Design Fee
This fee is based on the scope of our advice you request; the complexity of your situation, the level of expertise required to serve your needs; nature of your investment strategy; and the value of solutions delivered. We will agree our proposed fee with you prior to commencing work.
Project Facilitation & Implementation Fee
We believe a fee for service approach ensures you receive the most appropriate advice. If you choose us to provide advice, we will deliver our agreed services and the quantum of the fee will depend on the complexity of the strategy and specifics of the investment portfolio.
Strategy Progress Updates
If you elect to work with us on an ongoing basis, we will charge an ongoing fee based on the same factors. This typically is a monthly fee agreed annually. In setting this fee we will take into consideration any ongoing brokerage for existing life insurance products where applicable. Often our advice fees when combined with our preferred wholesale investment and administration providers are lower than commonly held large superannuation providers.
Financial Adviser Remuneration
Your Financial Adviser will either be an owner and/or employee of MISSO Wealth. Employees are paid a salary and may be entitled to a performance bonus which is based on a number of factors including the revenue they generate for the practice.
General Advice Warning
The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.