If you are looking for a relationship with an advisory team that relates to you as a person rather than a number, then you are looking in the right place. We are a privately owned business whose livelihood is directly linked to the success of our clients.
We provide individual advice, focussed solely on helping you make smarter financial decisions — so you can live a life with more choices and achieve your goals. You will have three points of contact in our office, so we will always be available to respond to any of your questions or concerns.
MISSO Wealth Management provides holistic strategic financial advice to clients who want an ongoing relationship. Our team maintains the highest professional and technical qualifications in the field.
We can advise you on:
- Goal setting and timelines
- Cashflow and bank account structures
- Effective financial structures
- Retirement planning and estate planning
- Investment strategies
- Financial modelling
- Asset protection
- Debt management
- Tax planning
- Self-managed Super Funds (SMSFs)
- Family law financial matters
- Terminal illness financial strategy
- Premature death cashflow and investment strategy
While we have a good commercial understanding of the issues and traps, we do not provide any accounting or legal services. We can either work with your existing providers or introduce you to skilled practitioners in our network.
We charge a fee based on the time and complexity of the advice we deliver. Our first meeting is without cost. That way, we can each determine whether we are the right partners for you, in your journey to make smarter financial decisions.
Our fees are clearly set out in writing and we only engage with clients when we can make a positive difference beyond the fee we charge.
This meeting will involve a general chat about your reasons for seeking financial advice. We will also ask you about your future goals and what you expect from us. It would be helpful if you could bring any relevant financial documents with you, including:
- Photo ID
- Tax returns
- Superannuation statements
- Loan and bank statements
- Insurance details
- Bank account printouts
- A summary of your annual living expenses
Your initial appointment is without any charge. If you decide to proceed, we will prepare a Statement of Advice, which details the fees for all advice, implementation, appointments and day-to-day support, along with any other requirements you may have.
Our fees differ from person to person, depending on the complexity of your situation and the amount of work involved.
We will spend some time exploring your preferences in our first meeting. Some clients like to set predetermined intervals, while others prefer to talk when something is happening — such as the end of financial year, change of job, during a market opportunity or after a regulation change.
As our client, you will meet and have three points of contact within our office. So when you call, you will always talk to someone you know — and who knows your situation and strategy.
We will contact you at predetermined times, but as an ongoing client, you can contact us whenever you need. Unlike other advisers, we won’t charge you every time you contact us, which is one of the key ways we provide exceptional service.