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
What Our Clients Say
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.
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.
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.