About Money Farms PTY
Welcome to Money Farms PTY, located at 13 Crown Road in Queenscliff, Australia. We are an establishment that specializes in finance and are a point of interest for individuals, families, and businesses looking to build and protect their dreams today and for the future.
Our team of experts offers advice, creativity, and expertise to help you achieve investment and superannuation growth, as well as financial security. We focus on cost, fee, and tax control to ensure that your financial goals are met before, during, and after retirement.
At Money Farms PTY, we offer a range of services including financial planning, wealth creation, managed investments, savings and investment plans, geared investment acceleration, margin loans, fee reducing structures and strategies, estate planning, intergenerational wealth, personal and family dynasty plans, and charitable gifting.
For those looking to make the most of their superannuation, we provide investment choices, rollovers, retirement planning, retirement incomes, pensions and annuities, insurance options such as income continuation and business expenses coverage, major medical conditions (trauma) coverage, life and terminal illness insurance, business, share purchase, and key people covers, as well as group life and salary continuance.
In addition, we can introduce you to specialists in areas such as general insurances (fire, motor, liability, etc.), legal matters (family law, property, commercial), self-managed super funds establishment and administration, accountancy services (tax management, capital gains, business planning), and share broking.
At Money Farms PTY, we pride ourselves on our creative thinking and negotiation skills. For example, we have successfully negotiated $600,000 in extra payments for 17 clients when insurers stopped paying or refused claims. We also have a track record of finding innovative solutions for our clients. In one case, we were able to help a couple aged 62 and 60 who were advised by their accountant and lawyer to go bankrupt, sell their home, and retire on the pension. Through our strategies and negotiations, we were able to secure a different outcome for them. Their bank agreed to waive all mortgage payments for the next 3 years, the saved amount became tax deductible in their super, and we saved them $56,000 in tax. Ultimately, they were able to keep their house, clear their mortgage with tax-free super at 65, and enjoy a comfortable retirement with the combination of super and the pension.
We believe in tailoring our services to meet your specific needs. For example, we can help rearrange finances to make school fee savings tax deductible and make mortgage payments more manageable for young couples.
If you are looking for advice on your financial security and wealth growth, look no further than Money Farms PTY. Our team is ready to assist you in achieving your financial goals and building a secure future.
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