At Mywealth Planners, we integrate financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision, whilst creating value and adopting an ethical and sustainable approach.
Our philosophy is pretty simple: “we serve any client that is in need”. We locally serve clients in Victoria. Most of our clients prefer to meet in our offices to see first hand how we work but we also meet with clients in their homes if this is preferred.
At Mywealth Planners we tailor comprehensive individual financial needs to achieve optimal outcomes to your unique goals and aspirations. No matter what stage of life you are in, we will work closely with you to build a personalized and practical financial plan designed to help you achieve your financial goals. We firmly believe in exceeding our clients’ expectations in every aspect of our service – from guidance and advice to communication, planning and education.
Our areas of expertise include Debt Management, Superannuation,Wealth Protection & Insurance, Business Consultancy, Investments and Retirement Planning.
our team members
Reviews / Testimonials
I must say, the advisors at Mcube are doing a great job. When it comes to investments, it is always a dilemma, but with these guys, they are very much expert in guiding about proper investments in the best sources as to receive best outcomes. I am thankful to Mcube for suggesting me with the best investment options and their cordial services.
Dealing with the customers patiently and explaining each bit in detail is also a big rationality which Mcube Planners are expert in doing. I was so tensed about the debts that I had in the past two years, when I approached Mcube, they helped me clearing my debts by advising me with the best strategies to pay debts and my burden was reduced to zero. Great job Mcube guys, keep it up!
I was so keen to set up my own business but had no one to guide me to take an initiative. When I was suggested about Mcube planners, I approached them and they were so humble to help me out with this task, though it was a small business start-up, they showed the same interest as that of large business set-up. I was advised with the best and smart strategies to run my business and would give more than half of the credit of my progress to Mcube guys.
Each of us prefer to have best insurances irrespective of the ages. Mcube planners provided me with the best insurance inside my super where I started saving money for future expenditures. Keeping on mind about the financial situations, they provided me with optimal services where there is no chance of losses in later period of my life.
Being a citizen of Victoria, the most beautiful place on the earth, I never realized that a time would come where I had to quit my job and think about retirement. These people at Mcube helped me to understand about paying off debts sooner as to avoid unexpected consequences and helped me saving my tax to make things stable after my retirement, great job guys!!
Opting for Mcube Planners is the best decision that me and my family could take to understand and know about self-managed super funds. We had enough of our savings but SMSF did not seemed so easy to work on. At Mcube, the team assisted us on investing for SMSF and helped us learn every possible thing they could. Now we are content upon investing our savings into additional profitable area, credit goes to Mcube team.
I had to invest my money on my daughters educational purposes but it was not affordable to me as I met with a great financial loss. I approached Mcube and those guys helped me investing my money on easy instalments, was so relieved with this thing that bothered me a lot, big thanks to Mcube Planners.
Me and my wife had no idea why we were facing losses after a business set up, though everything was perfect, we were not able to receive benefits. A small conference with Mcube guys enabled us understand smart business strategies of gaining dividends and now, we are running it successfully, cheers to Mcube!