Services

Personal Superannuation

Your super arrangement is not set in stone. As you move through life you may need to alter your investment strategy. So how do you find the best super strategy for your on-going needs? That is where we can assist. With over 25 years of experience you can be sure you will receive qualified professional advice that best suits you no matter what your stage of life.

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Investments

At Money Works we pride ourselves on being up to date with market developments; we tailor your investment plan in line with your needs, objectives and attitude to risk, and provide an ongoing monitoring service to ensure your get the most out of your investment.

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Self Managed Super Funds

Having a SMSF can give you greater control over your financial future. However it can be a challenge to navigate, our qualified team can assist you through the process helping you get to where you want to be.

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Estate Planning

We consider that Estate planning is an essential part of any financial plan. We can assist in the development of an Estate plan that protects you and your assets and ensures the distribution of your wealth in accordance with your wishes.

Budgeting: The Money Works Program

Designed to help those with Budgeting and Goal Orientation, regular monitoring and overbalancing provided, to get YOU where you want to be!

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Educational Seminars

Next one Coming soon we hold several per year on different subjects, free to the public. If you would like to be on our mailing list for when these are coming up please fill in your details in the contact us section!

Retirement Income Streams

We start by taking a look at your current financial situation, your goals, needs and objectives. Once we have a complete picture of where you are now and where your want to go we start to tailor a retirement plan for you. And when it’s time to retire we will assist with Centrelink.

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Life, Business & Family Protection

We all wish for a long and fulfilling life and the ability to watch our children and grandchildren grow and become successful in their own right.

Unfortunately there is always a risk that illness or injury can occur. Wouldn’t you feel safer knowing that should the unthinkable occur you have the protection in place to secure you and your families’ future? Our qualified advisers can offer recommendation of personal insurance including the following:

Term Insurance/Total & Permanent Disability Insurance

Would your family and/or debts be looked after should you pass away or become permanently incapacitated?

Trauma Insurance

Would you like to be confident that should you suffer a major trauma such as heart attack, stroke or cancer, you will have a lump sum available for treatment and/or recuperation?

Income Protection

If you were unable to work for a lengthy period of time after sustaining an injury or an illness would you and your family be able to keep up the daily costs of living.

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Wealth Creation

Whether you need help budgeting, saving or taking the first step into investing our goal is to take you on a journey to help you achieve your lifestyle dreams.

 


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    Testimonials

    Featured Articles
    Kym and Nell FarnikKym and Nell Farnik
    My wife and I have been clients of MoneyWorks PL since 2001 and we have always found Chris and the team friendly, helpful and very clear in their advice.Our portfolio ...

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    Thank you Money Works for inviting me along to your lunchtime seminar at the Hackney Hotel. Dr Chris Caton from BT was an entertaining and interesting speaker on the ...

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    I attended the Chris Canton Event run by Money Works.This is the second time I have been to such an Event and again found it tremendously beneficial.It was well run, ...

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    We have recently had to make a claim due to an unforeseen accident which had quite a large impact on both our personal lives and our business.The service provided by ...

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    Thanks so much to you (Chris) and Emma (and Rebecca) for all your efforts on my behalf.You and your team make me feel most welcome.I feel you do go above and beyond ...
     Diana Philips Diana Philips

    My association with Chris started fifteen years ago he took over my portfolio from my retiring financial advisor.  Chris has managed my investment portfolio very well with the ...

    Geoff WinterGeoff Winter
    We all like to think we're invincible, but who would imagine an accident like this? Just before Christmas last year, TV personality, Geoff Winter, was seriously injured when a runaway ...
    Donald CunninghamDonald Cunningham
    The 4th of November 2003, was to be an important date in my life. Possibly an even more important day was the day I listened to Chris Harris at Money ...
    Pamela WilliamsPamela Williams
    Dear Chris,I came to see you in February of 1995. At that time I had a smallish superannuation policy with you. Then you introduced me to the "Money Works program" ...
    Ron HigginsRon Higgins
    Dear Chris,Thank you for the time you have spent sorting out my financial affairs and recommending strategies for the future. It is always a pleasure to catch up with you ...