My Financial Point
11 John Street, Pakenham VIC 3810
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
About the Business
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Welcome to My Financial Point, your trusted financial planner and independent financial advisor in Melbourne, Australia. Located at 11 John Street, Pakenham, our establishment is a point of interest for individuals seeking expert guidance in managing their finances.
At My Financial Point, we understand that a financial plan is more than just about money. It is about living your life freely without worrying about your finances. Our goal is to help you gain control over your money so that you can live life on your own terms, with confidence and excitement about your future.
Whether you are looking to pay down debt, protect your wealth, or grow your assets, our team of professionals is here to assist you every step of the way. We specialize in developing tailored and comprehensive financial strategies that are designed to meet your unique needs and goals. We believe in empowering you to make informed decisions about your money.
Superannuation is an essential aspect of planning for retirement, and we can guide you in saving for a comfortable future. Our expertise in evaluating risks allows us to provide you with the right insurance solutions for you and your family, ensuring a solid foundation for your financial plans.
Effective debt management goes beyond just paying interest. We help you prioritize your debts and make wise investment decisions, ensuring that your assets work for you. Investing in superannuation now can provide tax benefits and the advantage of compounding returns, making it a wise choice for your long-term financial goals.
Estate planning is important to ensure that your assets are distributed according to your wishes, providing for your loved ones when you are no longer here. Our team can guide you through the complexities of estate planning, giving you peace of mind that your legacy is protected.
We understand that navigating aged care can be overwhelming. Once you have made the decision to place a loved one into care, we can help you understand the process and make informed choices.
In addition to our comprehensive services, we offer a free ebook that shares 5 important steps to help you take control of your money. Our Pakenham location is available by appointment only, and we also have an office at Mitcham for your convenience.
My Financial Point Pty Ltd ATF My Financial Point Unit Trust, Nathan Harris, is an authorized representative of Consultum Financial Advisers Pty Ltd, an Australian Financial Services Licensee. We are committed to providing you with the highest level of service and expertise.
Know where you stand with our Wealth Report, a one-stop shop for understanding your financial situation. With industry-leading modeling, you can project your future and receive your personal report immediately. Let us do the math for you, applying all appropriate calculators to fit your life.
We invite you to explore our website and discover how My Financial Point can help you achieve financial freedom and live the life you deserve. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.
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Reviews
"Nathan was fantastic help guiding us through our financial plan. Full of knowledge and not pushy at all. Definitely recommend."
"I cannot recommend MFP highly enough! Tanya refinanced our property and made the whole process so easy. Saved us time and money. Lovely people to deal with too."
"Nathan and Tanya from MFP were amazing. They were very knowledgeable and were able to answer all my questions (or were willing to research and find out)! They helped me to make better decisions about financial future. Tanya and Nathan were professional yet friendly, caring people doing anything they could to help. I highly recommend them. Thanks guys !"
"MFP Tanya and Nathan look after our SMSF, with great advice that we can understand. We are very happy with the direction of the fund. Highly recommend their professionalism and personal touch."
"Tanya and Nathan go above and beyond to tend to your needs. We highly recommend MFP for all our financial advice. Tanya drove to our home in Traralgon to meet with us face to face, we appreciated it so much."
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