Our Vision
“To bring such drastic change to family wealth management, that it creates a vibrant thriving communities throughout Australia.”
- Our expertise
Why we started
Once upon a time, My Family Finance was born out of the frustration with the banking system. Banks were mistreating their customers, financial wastage was rampant, and inefficiency was the norm. The dread of enduring a lifetime of debt, exemplified by 50-60 year mortgages, hung over individuals like a dark cloud. There was a glaring lack of education from brokers, banks, and the entire financial services industry. Add to that, the absence of financial accountability within families, and the picture was indeed grim.
In contrast, we at My Family Finance find profound joy in partnering with people to uncover their dreams and ambitions. We thrive on aiding individuals in their 40s in Australia to realise and nurture those dreams. Our passion extends to educating our clients about financial matters, fostering an environment of accountability, and promoting efficient financial practices. We don’t just provide a service; we embark on a journey with you, turning financial management into an enjoyable and rewarding experience.
- What we believe
Bringing one family at a time into financial freedom.
I recall sitting with a family when I first started out as a mortgage consultant 11 years ago. I was young, enthusiastic, and had no real understanding of how a crushing debt could affect families.
I had no idea about the emotional reaction people could give toward money. I was explaining to them that over the last 7 years they had paid over $140,000 to their bank and only reduced their overall debt by $8,000. I began running through their payments, the interest rate changes, and how slowly their debt had reduced and it hit me like a brick. The husband started banging his fist on the table, a coffee cup fell over spilling all over the table, his wife began crying and I just sat there, not sure what to do.
The following day, I told my manager what had happened. I explained how the clients had just found out all their hard work and their dreams had disappeared in a puff of smoke. From that day onwards, I made it my mission to save people’s time, and money and protect what is most important to them.
- Our purpose
Transparency
Open and honest are fundamental to our core principles. Honest and forthright behaviour and communciation are essential to our company’s success.
Serving families
We believe that serving Australian households will not only accomplish our business goals, but bring great joy in our organisation and in the personal lives of our staff.
Smart Technologies
We leverage technology to make life easier for our clients.
Lead with integrity
We are the industry leaders in ethical financial practices for Australia.
Knowledge based investment
All of our strategic advice is data-driven and assesed across mutliple levels on both the micro and the macro. Our team of consultants are second to none.
How we work
My Family Finance is a company that specialises in helping Australian families reduce their expenses and manage their debt in order to improve their financial position. We are focused on providing our clients with strategic coaching, planning services, and utilising Smart technoligies and tools that help them pay down debt and invest in their future. Our company prides itself on being the leading service provider in Australia that helps famlies acheive financial independence.
