Who we help

Everyday, we help people just like you to have a comfortable lifestyle once you choose to stop working. No matter how far away that day is, now is the best time to start being strategic about building your nest-egg.

Here are some common situations a My Financial Design  Financial Planner can help with.

I want to get strategic about my financial future

I’ve got a pretty good handle on my day-to-day finances, but feel like I’ve taken things as far as I can. I’m ready to seek professional advice to go to the next level.

I want independence and choice

When I’m older, I don’t want to rely on the safety net of the Centrelink age pension. I want to be smart with my money now so that I can have independence and choice into the future.

I’ve paid down my mortgage

After many years of hard work, I’ve either paid out my mortgage or paid it down to a comfortable level. I’m ready to put my focus on the next big ticket item, which is funding my lifestyle once I choose to stop working.

I think I’m on the right track but I’m not entirely sure

I feel like I’m in a good financial position, but I want to get a better handle on what size nest-egg I should be aiming for so that I can have a comfortable lifestyle once I choose to stop working.

I earn good money

I’m on a good wicket with enough money coming in to cover the bills and splurge every now and again. I’m conscious that this income won’t last forever and I want to make hay while the sun shines and set myself up for the future.

The kids have moved out

The last of the kids have flown the coop and they’re able to look after themselves. I’m now confident I can allocate surplus cashflow to strengthening my financial future and I'm looking for strategic direction.

I’ve received an inheritance

I’ve been gifted a decent sum of money and want to honour the person who gave it to me by making the right choice in what to do with it.

I want to know when I can stop working

I’ve built up a reasonable amount of money in super & have some other investments as well. But for me, the question is how long do I need to keep working for - what age can I choose to retire? I want to know what size nest-egg I need to build up so that I can have a comfortable lifestyle once I choose to stop working, and how long will it take me to get there.

I’ve gone through a divorce

My plans for the future have changed and I’m now ready to reset and start fresh. My settlement has been finalised and I want to work with someone who gives trusted and caring advice to help build my future.

I want to help others

I have often made charitable donations on an ad hoc basis, but now that I’m in a stronger financial position I want to become more strategic in how I give. I want to work with someone who shares my philanthropic values.

I’m a retiree

I’ve done the hard yards and finished my working life. I’ve built up my nest-egg and want to make sure it goes the distance to keep funding my lifestyle.

I’ve had a milestone birthday

I’ve reached a certain age and realised I’m overdue for a checkup to see if I’m on track with my finances. I don’t want to wait another 5 or 10 years, I’m ready to get serious about my finances now.

My partner has told me we need to see a financial planner

I don’t really know what’s involved and how it all works, but I figure it’s time to bite the bullet and get serious about our financial future.

I want to help my kids

I’ve built up this pot of money, but I think there might be more than enough for me and want to help my kids. The thing is, I’m not sure how much I really need & don’t want to leave myself short. I need help to figure out how much I need and how much I can give.

I prefer virtual meetings

I don’t have a lot of time on my hands and rather than come into your office, I prefer to connect via online video meetings.

I want to leave a legacy

Leaving something for the next generation is important to me. I want to enjoy a comfortable lifestyle myself, but also keep enough aside to be generous to my loved ones once I’m gone.

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