Suite 2 First Floor Victoria Square Commercial Suites 15 Victoria Avenue Broadbeach Qld 4218 P: 07 5539 9777
Financial Services
At Munro Finance & Investment Solutions (MFIS), the financial services arm of Munro Accountants, we want to work with you to secure your future.
A review of your financial situation is vital to your financial planning success. We analyse your short and long term goals in the aspects of lifestyle, family, work, business and retirement.
Feeling Secure
You benefit from our on-going education of the latest financial developments and products. Munro Finance and Investment Solutions is associated with Professional Investment Services* (PIS), an Australia wide network of authorised Financial Planners.
PIS is the holder of Australian Financial Services Licence No. 234951 under which PIS is authorised to and carries on a financial services business which includes the provision of financial product advice and dealing in financial products. PIS has appointed Bruce Fitzpatrick, Byron Murphy & Richard Munro as authorised representatives to provide financial services to you on behalf of PIS.
"I would like to thank you for the exceptional work you performed in organising our bridging loan and re-structuring our loan portfolio. Relying on you was an enormous weight off my mind and allowed me to maintain focus on our business during the period" Mark Rigby & Associates
Debt Management
Everyone borrows money at some point in their life for all sorts of reasons. Having debt isn’t bad, but it is how you manage it that will determine your future wealth position. Managing debt is the second most important financial skill anyone can learn and the team at Munro Finance & Investment Solutions can guide you the whole way. From organising the right loans to strategies to pay it off as quickly as possible, our team can assist you make the most of your debts and your money.
Financial and Investment Planning
Financial Planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income, e.g rental property income. Our qualified and experienced team is able to discuss with you your financial options, providing a three stage service in financial planning:
1) Initial financial advice
2) Implementation of financial plan
3) Ongoing investment portfolio management
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australia and overseas shares, and managed investment funds, agri-business investments and infrastructure strategies to name a few.
Don't take unnecessary risks with your future. Allow the professionals at Munro Finance & Investment Solutionsto guide you towards achieving your financial goals. Finance and Loans
A wide range of loan options exist, all with their pros and cons. From personal loans to rental property loans to large property development finance, at Munro Finance & Investment Solutions we know the financial market, and have the experience to assist you in securing the best financing option for your personal and business goals. Our experience in the market means we are also able to structure debt upon acquisition to maximise tax advantages.
Let our experienced team explore with you the best financing options to get your business closer to its goals. Loans are provided through Australian Loan Company.
Risk Management
A multitude of risks exist in today's business environment. At Munro Finance & Investment Solutions we pride ourselves on our proven ability to accurately assess risk and to protect you from vulnerabilities inherent in your enterprise. An effective risk management strategy will improve performance, allow completion of goals, and protect the value of your business.
A risk assessment includes:
1) Assembling relevant information about your business and its market
2) Identifying major risks facing your organisation
3) Developing a risk strategy
4) Implementation of the risk management procedures
Retirement Planning
You have worked all these years to pay off your home and build a nest egg so you can enjoy life, but you are not sure whether you are ready or have enough money or you do not quite understand how to actually get to retirement. Even as you approach retirement you have a million questions and you are not sure if you have missed something you should know.
What if you do not want to completely retire yet, but are unsure if you can afford to reduce your work commitment. What are your options?
At Munro Finance & Investment Solutionswe understand that there is more to retirement than superannuation.
Savings Plans
The most important financial skill anyone can learn is the ability to manage their personal financial budget and save money. There are many different ways to do this, because people are so different. The team at Munro Finance & Investment Solutionscan help you design a budget and start saving, whether it is for a car or a house or anything else.
Succession Planning
In ensuring the long term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.
Contact us for more information on forming a succession plan
Wealth Creation
We all work to live, but we don’t want to be working forever. Wealth Creation is all about building up assets to give you more money to do the things we want to do. It is a combination of saving money, paying off debts and accumulating assets that grow in value over time faster than inflation; real growth assets.
The money may be used to pay for your children’s education, a long holiday, early retirement or any other purpose. At Munro Finance & Investment Solutions we can help you achieve the financial lifestyle you want.
Disclaimer -This is general advice only and you should seek specific personal advice from a qualified adviser before making any decisions about your investments. In so far as the law allows, we do not accept any liability for any loss of capital or income based on this information. Always seek professional independent taxation and legal advice
