MJM Private Wealth is a boutique financial planning service that specializes in bridging the gap between accountants, solicitors, and the financial services community. With a focus on professionals, pre-retirees, and high achievers, MJM Private Wealth works in partnership with clients to provide tailored personal advice to help them build and preserve their wealth. The business prides itself on providing clarity, insights, and transparent client relationships, always putting clients’ interests first.
Lead by principal financial adviser Michelle Li, who brings over a decade of experience in the financial planning industry, MJM Private Wealth offers a range of services including superannuation, SMSF, investment, risk management, retirement planning, wealth creation, aged care, and personal insurance. Committed to upholding the Code of Ethics issued by ASIC, the team at MJM Private Wealth ensures that every aspect of their professional conduct is shaped by these core values.
Whether clients have a clear vision of their financial needs or are seeking guidance, MJM Private Wealth is dedicated to providing expert advice and strategies to help clients achieve their life goals. By listening carefully to clients’ objectives and utilizing the latest research and tools, the team at MJM Private Wealth remains focused on delivering outstanding results and ensuring that clients have appropriate strategies in place at every stage of their financial journey.