Do you gauge your success in terms of wealth?
Or a life rich in character and purpose?
Whatever you choose, life is...
Us in a muchshell...
We put positivity and possibility back into life.
Most financial planners are much of a muchness. In a world of same we offer so much more – more passion, more commitment and more care. Since 1993 we have thrown our heads and hearts into our clients life goals. We are totally invested in making their lives what they want them to be – rich and rewarding.
We believe in the forgotten power of muchness.
Muchness. noun. The quality of state of being great in quantity, extent, or degree.
Source: Merriam Webster dictionary
Muchness. adjective. The innocence and imagination that appears in the hearts of young children. As the children grow older, they become more mature, and gain responsibilities. They lose their muchness.
Source: Urban Dictionary
We know when more is more and when less is more.
Wealth creation, insurance, asset protection, tax, investment, retirement strategies, business and estate planning, yet it is through real empowerment of our clients that we pride ourselves. This means we concentrate on what’s important to you, your family and your business. We take the more holistic view.
- CLEAR CONSCIENCE +7
- SHARED EXPERIENCES +3
- LAUGHTER +8
- SOCIAL JUSTICE +7
- GOOD HAIR DAY +2
- HAPPINESS +20
- PATIENCE +4
- TRUE LOVE +18
- GOLDEN ANNIVERSARY +8
- GOOD HEALTH +21
- MORE TIME TO RELAX +8
- WORRY-FREE DAY +3
- WORK LIFE BALANCE +14
CFP®, B.Ec (App), B.Bus Admin
David values family time, building great client relationships and travelling the world. Since joining us as an Adviser, David has been sharing these passions with us. He takes a holistic approach to his work and looks at each person’s unique situation from every angle. This distinctive approach combined with his wicked sense of humour and extensive education makes David great to work alongside.
More than mouth
Awards & Accreditations
Our business has consistently been ranked in the top ten Godfrey Pembroke practices and we are recognised amongst our peers as leaders in the reforms that will move financial planning from an industry to a profession. We have also been awarded the FPA Professional Practice designation. This is in recognition of our Team's qualifications, experience and knowledge.
Percentage of our clients that trust our capacity and desire to help them achieve their goals. *
Core Data Survey November 2014
Trust is a big factor and we trust Craig Milroy. He's also a very good relationship manager and shows genuine care. These are soft skills but they count for a lot.
I would always be very cautious about recommending an advisor to someone else given the risks. However, I have recommended David Rule to my sister (who is now a client) and a friend of my partner's.
Trevor is always available to answer any questions I have as well as make well researched strategy suggestions for my investment. He is someone I trust fully which is very important for my peace of mind.
I am extremely happy with my David Meers' advice, attitude, communication skills and personal concerns and am happy paying him fees.
The financial advice I have received has been perfect for my situation as a retired widow. I know exactly where I stand financially and feel I can contact Arran whenever I need to.
I trust Darren Stevens to look after my financial needs and am happy to stake my reputation on his ability by recommending him to others.
Increasing value is what we do, but we also give back. A cornerstone of Much’s philosophy is supporting the communities in which we operate. We donate 10% of our after tax profit to charities. This commitment echoes our pledge to putting positivity and possibility back into life. We know we have much to be thankful for, much to enjoy... and much to share...
Money can't buy
- peace of mind
- great friends
- a close knit family
- good karma
- quality time with the kids
- new beginnings
- natural beauty
- happy memories
- a clear conscience
- an open mind
- good hair days
- a positive attitude
- a happy home
- true love
- a good reputation
- social justice
- a new perspective
- shared experiences
- being in the moment
- trying a new profession
- connecting with your past
- second chances
- making a difference
10 ways to achieve more Muchness...
Make dollars and sense
Running out of cash is not great for anyone’s well-being! Good cash flow management ensures you always have money available to pay for expenses when they are due, and some set aside for stress-free enjoyment too. We help you get the balance right.
Borrow for tomorrow
Borrowing money shouldn’t be difficult or stressful. It should be a natural part of your overall strategy to achieve your goals. But with hundreds of borrowing options out there, which one is right for you? When your own savings need a boost, we’ll help you partner with the right lender.
Life is unpredictable, it can throw you the occasional curve ball. Do you duck for cover or stand up to bat it away with confidence? With the right insurance you can protect your wealth and build robust contingency plans for whatever life throws at you.
Mind your own business
Having your own business means you are the driver of your own destiny. You know what it means to create your own happiness, but there are many things you probably don’t have time to think about: tax structures, insurance, succession planning, etc. We work with other professionals to get the holistic view, and then provide a secure framework for your total business success.
get rich, get wealthy!
There's much more to wealth creation than making a bunch of money. It's about being secure, and finding more time to live the life you’ve always dreamed of. We believe in adding real value to your life.
Pay what you should, and not a cent more. We know how to maximise your income through allowances, deductions, exclusions and exemptions. We help you accentuate the positive, and eliminate the negative when it comes to tax.
Talk to your investmentor
Investing in property, shares or managed funds can form an integral part of your personal financial plan. We can guide you through the maze of investment options and ensure your choices match your longterm goals.
Retirement and Superannuation
Maximise your superannuation benefits using tax-effective strategies. We can help with self-managed superannuation, contribution strategies (including spouse contributions) and life insurance options to smooth the path to retirement.
The Australian Government’s aged care system has been designed to give everyone much more choice, much more control and easier access to a full range of aged care services. We can help you take advantage of the latest changes.
The will to succeed
Passing assets to the right people at the right time requires astute planning. With your solicitor we can develop strategies to suit you and your family, and ultimately create opportunities for your beneficiaries to minimise taxation and protect assets.
Please see October's report here.
| October 2018
Please see September's report here.
| September 2018
Please see August's report here.
| August 2018
Please see July's report here.
| July 2018
Please see June's report here.
| June 2018