About Us

About Us

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

About My Financial Point

My Financial Point (MFP) is a boutique Financial Planning business specialising in providing personalised Financial Advice to everyday people. Whether you are busy juggling the demands of family life, building your business, or preparing for retirement we can assist by working with you to make the sometimes complex world of Financial Planning relevant to you.

Our business, MFP was born through the ever changing financial world and our desire to provide a full service financial service business to everyday people. A ‘one stop’ financial shop where you can receive personalised financial advice whether you be:

  • Single
  • Married/Partnered/Single with no Children
  • Married/Partnered/Single with Children
  • Empty Nester
  • Self Employed/Business Owner
  • Separated/Divorced/Blended Families
  • Retired

Specialising in the areas of:

  • Cashflow Planning
  • Mortgage Broking
  • Investments
  • Superannuation
  • Self Managed Superannuation Funds
  • Personal Insurances
  • Estate Planning
  • Social Security
  • Age Care
  • Business Succession

We pride ourselves in providing financial solutions tailored to meet the needs and objectives of you and your family.

Our Approach

Complex made simple

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You are unique

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Straight forward fees

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Complex made simple​

We provide you with the education you need to clearly understand your financial strategies.

You are unique​

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage of life, throughout all the challenges and victories.