About My Money Works

My Money Works is a financial planning practice with decades of experience in assisting clients with meeting their financial goals. We look at your entire financial position, your needs and what you want to achieve in life before helping you plan how to get there. Then we guide you through the simple step by step process to create a financial plan just for you.

Our clients range from those requiring comprehensive financial plans covering budgets, investment, superannuation, retirement and insurance advice to those that only require advice on one specific field, whether that be paying off their mortgage sooner, or obtaining insurance for family protection.

Our service includes ongoing support and advice and annual reviews of all strategies to ensure your plan stays up to date as your life changes

Financial Security Icon

Financial Security

Plan your future for financial security and Financial Goals
Retirement Icon

Retirement

Secure long term assets to be made available in retirement
Mortgage Icon

Mortgage

Strategise for a lower interest mortgage rate
Super Funds Icon

Super Funds

Prepare for the future with a better super fund
Investments Icon

Investments

Get ahead of the game with the right investments
Insurances Icon

Insurances

Invest in the various insurances to guarantee a strong future for your family

What Our Clients Say

Cassandra–Point Cook

Steve and his wonderful side-kick Shona could not have made things easier. Every one of my queries; however big, small or silly, were always answered in a prompt and friendly manner, but above all, they were answered in layman’s terms.

Rehan–Oakleigh East

We are very happy of our decision to do business with Steve and Shona. We feel comfortable knowing that we are well protected in the event of sickness or injury.

Rebekah–Mornington

I saw Steve to review my superannuation and insurance needs. Steve and Shona make a great team and I will be referring friends and family to them to look after as well in the future.

We’ve been featured by:

Get in touch now to learn more about our services and unlock your potential!

Speak with a Professional Advisor Today!

Your Name

Your Phone Number*

Your Email*

Your Message