Why Choose Us?

Holistic financial advice requires a different skill set for a different demographic.We often get asked why MAS Wealth Management is different to traditional financial planners. We like to describe it this way.

MAS Wealth Management

Holistic Financial Advice

  • Main focus is managing “people”
  • Process driven
  • Collaborative problem solving
  • Managing all aspects of the financial equation emphasising cash flow
  • Managing expectations
  • Guiding and inspiring people to achieve their dreams requires risk appreciation and mitigation
  • Target age group – around 40 years
  • Specialisations include wealth coaching, cash flow & debt management, and investment and risk management

Traditional Financial Planners

Typical financial planning

  • Main focus is managing “investments”
  • Transaction Focus
  • Prescriptive Advice
  • Asset Allocation
  • Chasing returns
  • Accept client’s stated risk profile and work within the asset allocation boundaries
  • Target age group – over 55
  • Specialisations typically include superannuation, wealth preservation, and social security

With MAS Wealth Management you have a true partner you can rely on to keep your best interests at the forefront of any advice you receive.

Contact us now to experience the MAS difference!