MKJ Financial Services Pty Ltd has been providing tailored wealth management solutions for individuals, small businesses, corporations and self-managed superannuation funds since commencing operations in 2007, after the succession from MyMoney Wealth Solutions. Our senior financial adviser has in excess of 13 years experience in the financial services and banking industries.
Our goal is to simplify complex financial issues and educate our clients so they can have options available and then have the ability to make confident, informed financial decisions. To achieve this our wealth management process forms the basis for us to developing an intimate understanding of your financial requirements and is integral in providing value based advice that adds significant value to you.
It is extremely important to us that our clients value our service and advice. As such we only engage clients where we can add significant value and form long term relationships based on mutual trust and respect.
All MKJ Financial Services Pty Ltd Advisers are authorised representatives of Apogee Financial Planning Limited. Apogee Financial Planning is a member of the National Group of Companies which is one of Australia’s largest financial organisations. With Apogee Financial Planning as our alliance partner we are backed by a powerful resource that enables us to source current research, strategic and service solutions which provides maximum financial benefits for our clients.
Read more
Ground Floor Suite 3, 247 Coward St, Mascot, NSW, 2020
Currently openBe the first to review this business - Write a reviewsponsored listing
