Planning for life’s unexpected events

Some people never make plans. Others make plans that rely on everything going exactly to order. 

At MFA, we make plans that prepare you for most eventualities. That means combining investment with insurance: one to build and one to defend. To get that mix right, we need to ask you a lot of questions. Then we listen.

Based on what we hear from you, we can build a unique financial plan from our available services and distinct expertise that will build your wealth and deliver the life you want. It will also protect you along the way with a set of contingencies to deal with those problems that life tends to throw at you. 

It might even help you sleep better at night.

Investing in Our People

At MFA, we only recruit qualified, customer-focused advisers and staff to provide the level of expertise and capability that our clients have come to expect.

Our dynamic and experienced Financial Advisers complement our wider team and provide a holistic financial services model. Bringing a level of professionalism and technical expertise, they provide our clients with high quality best practice solutions.

As the team continues to grow, MFA is able to better service our clients, from a financial advice perspective, both now and in the future.

Our talented Client Services team is integral to our business – the ‘engine room’ who control the ‘moments of truth’ at our organisation – and are responsible for organising MFA’s documentation and ensuring compliance in all of our processes.

Experts in building long-lasting client relationships, the Client Services team has a wide range of knowledge and expertise in the Australian financial services industry.

These investments in our people ensure that we continue to grow our business and improve our capabilities, always providing the best service and advice to our valued clients.