MPFS Private Wealth Pty Ltd

After 6 incredible years with MPFS, Finn is off to chase his dreams and travel the world. 🌍✨

Finn has been an integral part of our team, and it’s hard to imagine the office without his humour, spirit, and invaluable contributions.

While we’ll miss him dearly, we’re also so excited for the adventures that lie ahead for him. Finn, thank you for everything you’ve done for MPFS. We wish you all the best on this exciting journey - may it be filled with unforgettable experiences and endless joy.

Safe travels, Finn! 👋🏼✈️

Are you settling for the default options in your superannuation without realising it? You might be missing out on maximising your retirement savings and protecting your future. 📉💰

Check out the link in our bio for valuable insights and strategies.

Got questions or need personalised advice? The MPFS Team is here to help! 💬👥

Join Our Team as a Financial Adviser! 🌟

Are you passionate about financial planning and dedicated to delivering exceptional results for clients and within your team? MPFS Private Wealth, a boutique financial planning firm on the stunning Mornington Peninsula, is seeking a Financial Adviser to join our dynamic team.

At MPFS, we pride ourselves on our client-centric approach, building long-term relationships and providing high-quality service. Our team is dedicated and dynamic, operating within a flat structure that promotes collaboration and growth. We value our team members with profit-sharing initiatives, annual compensation reviews, and flexible work options.

What We’re Looking For:
* 2+ years in a financial adviser role
* Experience with SOA and ROAs
* Proficiency with modelling tools e.g. XPlan, Plutosoft
* Strong client-facing skills
* Excellent communication and attention to detail
* Financial planning knowledge and commitment to learning
* Team-oriented and adaptable to new technologies

Based on the beautiful heart of Mornington on Main Street, we offer competitive remuneration and a chance to make an impact. If you’re ready to be a key part of our clients’ financial journeys, reach out to [email protected] - we’d love to hear from you!

Here’s a glimpse of the funky new art that will be gracing the walls of our soon-to-be-opened office, handpicked by Dirk and Lisa. 🎨🖌️🖼️

Can you spot and recognise any of the icons in the artwork? 🌟

Curious about your retirement journey? Our article “Cash poor, getting by or high net worth: What will your retirement look like?” explores different scenarios to help you plan effectively. ☀️

Check out the link in our bio for valuable insights and strategies.

Got questions or need personalised advice? The MPFS Team is here to help! 💬👥

Thank you for your kind words Adam and Donna 🫶🏼 we love our MPFS family 😊

Our talented client, Helen Gory, is showcasing her stunning art at KuLe Gallery in Berlin! 🎨🖼️
Dirk, Lisa, and the Werner family are immersing themselves in the culture and made sure to visit the exhibition. We are proud to support such exceptional clients whose creativity and passion inspire us every day. ✨

⭐️⭐️⭐️⭐️⭐️
Thank you Ron!

We’re on day 14 of The Push-Up Challenge this June, raising funds for mental health. So far, we’ve already completed 8,747 push-ups! 💪🏼
🔸 Push for better! 🔸

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Shoutout to our very own superwoman, Lisa, who just completed the Brisbane Marathon! 🏃🏼‍♀️ Way to go, Lisa! 🏅💪🏼

Here’s a peek at our new space on Main Street in its early stages - it’s already looking fantastic! We can’t wait to welcome our clients into this amazing new space once it’s ready. 👷🏼‍♂️🏗️🔨

We are incredibly proud of our client, Michelle Scheibner, on the launch of her new book, “Hush”! 🎉

Mary and Tamika had a wonderful time at the official book launch on Sunday. We are so fortunate to work with such talented and inspiring clients. If you’d like to get your hands on a copy, check out the the link below! 📚📚👏🏻

linktr.ee/mpfsprivatewealth

Thank you to Mark and Michelle for their wonderful review! Guiding them from semi-retirement to a secure retirement has been a privilege. 🤗

Meet Marcus!
Associate Adviser, up and coming financial planner, loves his cricket, Collingwood Magpies supporter. Call MPFS Private Wealth to have a chat about your financial future.

Grateful for clients like John and Miriam who take the time to share their kind words about MPFS. We appreciate your trust and are honoured to be a part of your financial journey. 💭

Tomorrow marks another trip around the sun for Mary! 🤗 Happy birthday! 🎂🥳

Meet Tamika!
Manager of First Impression, party planner of the year, our go-to girl and mum of 3 girls. Call MPFS Private Wealth to have a chat about your financial future.

How lucky are we to have such wonderful clients? 🌟
Thank you for your kinds words and trust in MPFS Private Wealth. 🫱🏻‍🫲🏽

Happy birthday Finn! 🥳
Your dedication to both your clients and our team sets a great example for us all. Cheers to you! 🍻

Celebrating Mary’s one-year anniversary since rejoining the MPFS family! 🎉
We’re incredibly grateful for her dedication and hard work over the past year. Plus, who could resist that charming Scottish accent that our clients absolutely adore? 🌟

What did you get up to over your long weekend? 🐣

Our team and our families have been busy leading up to and over the long weekend. Swipe through to take a glimpse! 🏖️🦐

Wishing our valued clients a Happy Easter! 🐰🌷

As our team indulges in an early Easter treat, we hope your celebration is filled with joy, laughter, and lots of chocolate treats. Have a fantastic holiday! 🍫

Our Mornington Admin Team is moving to a brand new location, surrounded by some familiar faces. Can you guess where? 👀

What an eventful week it’s been! 🎉

Our team ventured to Hobart for a mix of team building and professional development. We had an insightful off-site, followed by a conference attended by our financial advisers. And of course, we couldn’t miss exploring the incredible art at MONA. 🎨

Feeling grateful for our amazing team!

May we uplift, support, and celebrate the power of every woman, not just today, but every day. 👩🏼‍🚀

Happy International Women’s Day! 🫱🏻‍🫲🏽🌏

We’re excited to announce that MPFS is proudly joining forces with Mornington Football Netball Club as a sponsor for the upcoming season. 🫱🏻‍🫲🏼
Go Bulldogs! 💙❤️🤍

❤🤍💙 SPONSORS - SILVER CLUB PARTNER for 2024

MPFS Private Wealth Mornington

For all your financial advice give MPFS 📞. Long time supporters of the Bulldogs with several members already using their services!

Your Success, Our Expertise

At MPFS Private Wealth, our story is one of passion, expertise, and a relentless dedication to empowering your financial future. Founded on the belief that everyone deserves financial security and prosperity, we have become a trusted partner for individuals and families seeking to achieve their financial goals.

Our journey began with a vision – to provide more than just financial advice. We aspired to create a holistic wealth management experience that places our clients at the heart of every decision we make. This vision led to the formation of MPFS, where we blend financial acumen and global experiences with unwavering commitment.
For over two decades, we have been guiding our clients through the complexities of financial planning, wealth accumulation, and retirement strategies. Our team of seasoned advisers, each with a wealth of industry knowledge, understands that your financial journey is as unique as you are.
What sets us apart is not just our expertise but our genuine care for your financial well-being. We believe in forging lasting relationships built on trust, transparency, and shared goals. Our client-centric approach means that we take the time to understand your dreams, your concerns, and your aspirations.

As MPFS Private Wealth, we are not just financial advisers, we are partners on your journey to financial success.

☎️ (03) 5976 8500
📧 [email protected]
💻 https://mpfs.com.au

📣 So when you are looking for a product or service please make sure you check out our club partners and support those who support us! Don’t forget to mention you are from the club!

💙❤️🤍

Some pictures from last Thursday night! ✨ Live music, great company and a sunset view over the bay - we couldn’t have asked for a better night 🎤🥂🥳

We had a blast with the Gold Coast crew at Kirra Beach House for our belated Christmas lunch on Friday - amazing food and location! ☀️🥂🦐

Thank you to Kit Legal for the delightful picnic hamper that fueled our wellbeing walk yesterday afternoon to support the Women’s Safety Service of SA 🌼🧺🍓

We enjoyed a fantastic afternoon out with our Mornington Team 🌞