What We Do

MFA offers a range of financial services, comprising advice on Life Insurance, Disability Insurance, Trauma Insurance, Superannuation, Investment and Managed Funds.

 
 
About_Planning2.jpg

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.

 
 

People Before Products

At MFA, we deliver professional financial advice in a special way. Quite simply, we put people first, not products. We help you identify the action you need to take, both now and in the future, and enlist your commitment to this end.

We secure your financial risks – personal, professional and business. We then develop the right financial strategies to assist you in achieving your financial goals.

We offer a range of financial services backed by expertise in:

  • Personal and Corporate Superannuation

  • Self-managed Super Funds

  • Allocated Pensions and Annuities

  • Wealth Accumulation

  • Savings Plans

  • Tax-effective Investment Selection and Management

  • Social Security Entitlements

  • Estate Planning

  • Retirement Planning

  • Redundancies and Change of Employment

  • Succession Planning
  • Life Insurance
  • Business Insurance

  • Income Protection

  • Trauma Insurance

If you need further help, we can also refer you to our trusted associates for specialist advice in financial, actuarial, accounting, legal, direct investment and business planning matters.