Financial Planning

Manser Tierney & Johnston provide Financial Planning as part of our firm’s offering.

By offering Financial Planning, we are able to provide for all your tax, accounting and financial needs. All aspects of your Wealth Management will integrate seamlessly into your tax and accounting affairs as managed by MTJ. Our advisors are experienced Chartered Accountants.

The key Wealth Management areas we focus on are:

• Ensuring your wealth structures are optimum for tax and asset protection.
• Structuring your assets and cash flows to protect against share market volatility.
• Directing your cash flows to build wealth tax effectively for our wealth accumulating clients.
• Establishing and operating quality investment portfolios that provide strong returns but are first and foremost focused on capital preservation.

The services we provide include:

• Asset / investment structuring to minimise tax and maximise asset preservation and protection.
• Retirement planning
• Superannuation
• Self Managed Superannuation Funds (SMSFs)
• Diversified investment portfolios
• Direct share portfolios
• Personal insurance
• Estate planning

Please contact MTJ for more information.