Brand profile · Financial Services

My Financial Wish

My Financial Wish is a Financial Services brand in Brunswick, Victoria. Privately held, at myfinancialwish.com.au. It holds one address on record, all in Australia. It self-reports a headcount band of 2–10. It lists self managed super fund, personal insurance and financial planning among its specialties. It is listed alongside six similar brands, mostly in Financial Services.

myfinancialwish.com.au LinkedIn

Profile live Privately Held Founded 2015 1 office country
Founded
2015
11 years
Office countries
1
1 address
Company type
Privately Held
self-reported
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Description

My Financial Wish is a boutique Financial Planning business that specialises in strategies for wealth accumulators & retirees.

Our planning services cover a wide scope of advice that includes:

1 - Share portfolio investments 2 - Personal insurances 3 - Superannuation 4 - Aged care and social security 5 - Shariah compliant investments 6 - SMSF planning

We can assist our clients from their cashflow/debt management needs through to comprehensive financial plans and even mortgage brokering to list a few.

We believe in providing financial education to our clients and advisers using our training, coaching and mentoring programs.

Our aim is to delivery personalised financial planning advice and empower our clients with confidence about their financial future.

Specialties

All 7 specialties
  • Financial Planning
  • Mortgage Brokering
  • Adviser Coaching
  • Personal Insurance
  • Debt Management
  • Superannuation Specialists
  • Self Managed Super Fund

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU861 Sydney Rd; Brunswick, Victoria 3056Primary

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Signals & hiring

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Financials

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FAQ

Where does My Financial Wish have offices?

One address on record, Australia only. Primary: 861 Sydney Rd, Brunswick, Victoria 3056.

What does My Financial Wish list as its specialties?

Seven tags on the brand's own list, among them self managed super fund, personal insurance and financial planning.

Which companies are listed alongside My Financial Wish?

Six peer profiles on record: PT. E2Pay Global Utama and SignKeys.

What is My Financial Wish's website?

myfinancialwish.com.au