We specialise in Superannuation including Self-Managed Super Funds, Direct Equity Investments, Retirement Planning and Lifestyle Protection, making sure that your and your family’s financial welfare are taken care of as best as possible.
We are here for the long run – partnering with you on your journey towards Financial Freedom.
Superannuation & Self-Managed Super Funds – Super Solutions to ensure your funds are growing
MK Wealth Solutions offers personalised superannuation services based on your specific circumstances and financial objectives in order to create, grow and protect your financial future.
Our superannuation review process includes:
- A comparison of your current superannuation and proposed superannuation fund / self-managed super fund (if applicable) in terms of services offered, benefits and disadvantages, as well as costs.
- A Retirement Goals Analysis to determine if you’re on track to retirement, and if not, what we need to do.
- Investment Recommendations within your superannuation fund in line with your risk profile.
- Strategies to maximise your superannuation.
- Implementation of recommended strategies, and full ongoing service and review to ensure you remain on track to achieve your financial goals.
- MK Wealth Solutions also offers a comprehensive Self-Managed Super Fund Service Package, which includes the ongoing maintenance of the Self-Managed Super Fund, annual tax returns, audits and more – we take care of all the paperwork for you.
Investments in Direct Equities (inside / outside Super) – Investment Solutions based on your personal circumstances
MK Wealth Solutions has a highly qualified and experienced team with more than a decade of experience in stockbroking. As such, we pride ourselves on managing our clients’ wealth through investments in one of our Model Portfolios, in line with their personal preferences and risk profile.
Retirement Planning – Retirement Solutions to ensure you’re on track
Creating a personalised retirement plan is vital to enjoying your ideal retirement when the time comes. Our experienced team will assist you in setting clear, but realistic, retirement objectives, and develop strategies to ensure that you maximise your retirement income in order to achieve your objectives.
Investment management will form a major part in your Retirement Plan, in order to ensure that unnecessary risks are minimised ahead of retirement, and in line with your personal objectives.
Lifestyle Protection – Insurance Solutions to ensure you and your family are protected
When the unexpected happen, you need to know that you and your family are financially secure. At MK Wealth Solutions, every client receives a personalised Lifestyle Protection Needs Analysis as part of their Financial Plan, to ensure that you have the correct amount of cover, in the correct form, and in the most cost effective way. We work with a wide variety of insurance providers, and as such, is in a position to recommend the best cover available.
Insurance cover is tailored to your individual lifestyle and needs, and can be through superannuation or outside, dependent on your circumstances and type of cover. We also provide a number of different premium structure options, once again, based on your individual circumstances.
We specialise in:
- Life insurance
- Total Permanent Disability insurance (TPD)
- Income protection insurance (Salary Continuance)
- Trauma insurance (Critical Illness)
- Child Trauma Insurance
We offer a number of ancillary services through our specialised Referral Partners, in order to enhance the service offering to our clients, and limit the administrative burden for you:
- Mortgage Lending – Loans to suit your personal needs and financial situation.
- UK Pension Transfers – QROPS registrations, transfers and more.
- Estate Planning – Binding Death Nominations, Wills, Enduring Power of Attorneys and more.