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MIPA Services


MIPA's service is primarily to provide and implement financial strategies and advice, so you can achieve your financial goals.

Our process is:

  • getting to know you
  • helping you to identify your goals
  • identifying obstacles and issues
  • designing a solution for you and putting it in a written plan
  • discussing and recommending a way forward
  • implementing the agreed plan
  • ongoing service and review.

We advise:

  • Individuals
  • Couples
  • Families
  • Businesses and business owners
  • Farmers
  • Trustees of superannuation funds

They may be at various stages:

  • Wanting to protect against loss of income through illness or accident
  • Saving for the future
  • Wanting to ensure established wealth is protected
  • Investing
  • Building funds for retirement
  • Living off their hard-earned savings in retirement

 

 Our specific services include:
  • Guidance on budgeting
  • Savings and wealth creation strategies
  • Investment planning
  • Superannuation planning
  • Pre-retirement planning
  • Retirement planning
  • Risk and insurance analysis
  • Estate planning considerations
  • Centrelink planning
  • Super and divorce planning
  • Salary packaging advice
  • Business succession planning
 
             Products we can advise on include:
  • Cash management trusts
  • Direct fixed interest
  • Retail and wholesale managed investment schemes
  • Direct shares
  • Socially responsible investments
  • Hedge funds
  • Agribusiness
  • Master trusts
  • Geared products
  • Superannuation products
  • Self managed super funds
  • Retirement income streams
  • Personal and group insurance
  • Business succession insurance

 

 

"Our business is a people business and we consider
the referral of your friends and acquaintances as the greatest compliment"



MIPA Financial Network Pty Ltd (ABN 12 096 045 591)
Corporate Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: Level 24, 33 Alfred Street, Sydney NSW 2000

MIPA Financial Network Pty Ltd trades as MAP Financial Strategies and MyGen Financial Strategies. The group incorporates Business & Investment Consultants Australia Pty Ltd trading as Business & Investment Consultants Australia.
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