Tim Wyatt2023-07-05“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Prashant has this and more. His dedication to clients, business excellence and education sets him apart. I would highly recommend my family finance to anyone wanting to achieve better financial outcomes.”
Sarah Cardamone2023-07-03I would highly recommend My Family Finance. Prashant was very approachable and was able to assist with even the smallest questions. With his kind presence and knowledge he makes finances seem less stressful. His advice helped my husband I with our finances and monthly budgets and mortgage advice. Would highly recommend.
Jose Diaz2023-06-23Thank you so much Prashant, Adiksh & Clarin. Thank you for helping us refinance our home loan. The process was made easy and super helpful to get us a better deal on a home loan. I can’t thank enough Prashant and his team, you guys are truly the best at what you do. We are so happy with the work you guys did for us. We were treated with the best customer service, everything was explained well and very informative. Highly recommend my family finance, they are super friendly and will look after you. Thank you again Prashant, Adiksh & Clarin we appreciate your work so much, you guys are the best.
Michael Gater2023-06-20Massive shoutout and many thanks to Prashant, Adiskh and Clarin for their fantastic help and support with the purchase of my first home. Also many thanks to Clare and the team at Falcone & Adams who worked with these guys. A+ service all round.
Kseniya Ivanchyk2023-04-18I am writing this letter to express my gratitude and highest regard for the services provided by The FAMILY FINANCE team and particularly – for Prashant NAND, Adiksh SHETTY and Clarin Dsouza. For the past 2 years, I have worked ‘hand in hand’ with those three experts who assisted me with impeccable professional end-to-end advice, support and guidance reference to finding the best lending solutions for my investment properties. It has been absolute pleasure working with The FAMILY FINANCE team within past few years! This has been my first ever entry in the investment property industry. Yet, I was unlucky whilst facing the post pandemic construction delays which most of other industries in Australia experienced. Furthermore, the RBA 10 times rate increments, economic distress and overall situation had massive impact on lending possibilities for many individuals; yet The FAMILY FINANCE team was always ahead and prepared to suggest the most comfortable business decisions for me. I was absolutely amused by professional conduct of Prashant and Adiksh, their industry and market knowledge, level of quality and/or integrity and most important, their overall level of support and cooperation was impeccable and just fantastic! At no one time had this team failed me. Prashant NAND, Adiksh SHETTY and Clarin Dsouza made complex banking process so simple, clear and efficient whilst they ensured that my mortgage and property investment items ( houses) are refinanced at the most comfortable rates, despite the economic distress and RBA rates increases. I have had an excellent experience with The FAMILY FINANCE Team and would be once again so glad to express and pass my highest regards and references about Prashant NAND, Adiksh SHETTY and Clarin Dsouza. Let me know if you need any further details to support the above.
S2022-12-09Great experience and follow up from Prashant and his team. Enjoyed working with him always.
Richard Debrah2022-12-01A great and big thanks to My Family Finance for their advice, negotiations and follow up of my home mortgage which was successful and in the 6th month now. At first I couldn't believe that it was possible to pay off my mortgage within 7 years but from the help of Prashant and his colleagues I am on your way to paying out my mortgage in under 5 years and this is how much I have come down on my loan in the first 6 months of working with My Family Finance. I consolidated my mortgage, credit cards, car loans and personal loans and paying any money I get into the mortgage and I can see the results now. I can't wait to be debt free and look forward to investment properties soon still with the advice, guidance and support from My Family Finance. Five-star rated and they are highly recommended. Thank you again, Prashant and your diligent mates!
Alexis Tajkman2022-11-01Very supportive and always willing to assist with any queries I have.
Orine Silveira2022-10-17Extremely professional, family oriented and caring. The experience we had was simple AMAZING. Both Adiksh and Prashant, held our hand through the journey of purchasing our new family home. They assured us very step of the way with the banks delay and kept us informed. Their relationship management skills, and knowledge in the industry make us feel cared for, heard and most importantly engaged through the process. Thank you for making our family home dream come true!
Chris Vella2022-08-09Prashant has to be the most patient guy I've ever worked with. He is down to earth and genuinely loves helping people. He is always available and present for conversations so you're never left feeling as though you've been rushed off a call whilst you have 100 answers you want answers to. Can't recommend Prashant high enough!
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Need help with wealth management? Get in touch with us.
How We Do It
At My Family Finance, we understand that managing debt is one of the biggest challenges families face on their journey to financial freedom. That’s why we’ve developed a unique Intellectual Property (IP) that empowers families to pay down debt swiftly and efficiently.
Our approach combines cutting-edge financial strategies with personalised planning, ensuring that each family’s specific circumstances are accounted for. Here’s how our IP transforms your debt repayment journey:
Tailored Debt Analysis
We start by conducting a comprehensive analysis of your current debt, taking into account interest rates, repayment periods, and the impact on your overall financial health. This allows us to identify the most pressing debts and strategise the most efficient repayment plan.
Customised Repayment Strategies
Leveraging our proprietary algorithms, we develop customised repayment plans that prioritise high-interest and high-impact debts. Our strategies are designed to reduce the amount of interest you pay over time, enabling you to become debt-free faster than traditional repayment methods would allow.
Budget Optimisation
Our Intellectual Property doesn’t just focus on repaying debt; it also incorporates budgeting strategies to maximise your financial efficiency. By identifying areas where you can save more or reallocating funds more effectively, we ensure that every pound you earn works harder towards achieving your financial goals.
Ongoing Support and Adaptation
As your financial situation evolves, so does our approach. We offer continuous monitoring and adjustments to your plan, ensuring that you remain on the fastest path to debt freedom, even in the face of unexpected financial changes.
By integrating our proprietary techniques with a deep understanding of family finance dynamics, we’ve helped countless families not only escape the burden of debt but also lay a solid foundation for future wealth accumulation. Our commitment is to provide you with the tools, knowledge, and support needed to navigate your financial journey with confidence.
Let us help you turn the dream of a debt-free life into a reality. With My Family Finance, discover the most effective way to manage your debts and unlock the door to true financial freedom.
How We Work With You
Personalised Financial Planning
Tailored specifically for Australian families and individuals with a diversified property portfolio. Our services are designed to meet your unique needs, ensuring that your wealth not only persists but flourishes.
Expertise You Can Trust
Our team consists of acclaimed certified private wealth advisors, all bringing an extensive breadth of knowledge in asset and investment portfolio management.
Comprehensive Wealth Management Services
With our all-encompassing suite of services, your financial future is in good hands. From retirement to estate planning, we’ve got you covered.
Exclusive Investment Opportunities
Gain access to investment avenues typically reserved for institutional investors. Our expansive network of global financial partners opens new doors for your wealth.
Transparent and Honest
At the heart of our service is a transparent fee structure, ensuring you’re always informed and in control.
Experience Tailored Wealth Management
Our approach is deeply personal. We recognise that every family, every individual in Melbourne and beyond, has unique financial goals and challenges. That's why our certified private wealth advisors dedicate themselves to crafting personalised financial plans, encompassing everything from retirement and estate planning to tax-efficient strategies.
Welcome to the pinnacle of wealth management for Australian families. In a world rife with financial complexity, our tailored wealth management services stand out, designed expressly for individuals like you – those who understand the value of their family's future and the significance of meticulously managed assets, especially when owning more than one property.
What Is Wealth Management?
Wealth management is an intricate and comprehensive service designed to cater to the financial needs of affluent clients. In Australia, where the landscape of personal finance continues to evolve, wealth management plays a crucial role in helping individuals, families, and businesses navigate their financial journeys towards achieving their long-term goals.
At its core, wealth management is a holistic approach to financial planning and investment management. It encompasses a wide range of services including tax planning, estate planning, retirement planning, and investment management. The objective is not merely to grow wealth but to manage and preserve it effectively, ensuring that it serves the needs and aspirations of the client both now and in the future.
One of the key aspects of wealth management is its personalised nature. Wealth managers take the time to understand their clients’ financial situations, their risk tolerance, and their short-term and long-term objectives. This deep understanding allows them to craft bespoke financial strategies that align with the clients’ values and goals.
Investment management is a significant component of wealth management, involving the careful selection and management of investments such as stocks, bonds, and real estate. The aim here is to build a diversified investment portfolio that balances risk and return, tailored to the client’s specific financial situation and future aspirations.
In addition to investment advice, wealth management in Australia also includes strategic planning for tax liabilities. Effective tax planning strategies can significantly enhance wealth accumulation by minimising tax liabilities and maximising after-tax returns. Wealth managers work closely with tax professionals to ensure that their clients’ investment strategies are efficient from a tax perspective.
Estate planning is another critical service offered within wealth management, ensuring that a client’s wealth is distributed according to their wishes upon their death. This involves the preparation of wills, trusts, and other legal structures to protect assets and reduce potential disputes among heirs or beneficiaries.
Retirement planning is also integral, focusing on strategies to ensure that clients have sufficient funds to support their desired lifestyle in retirement. This includes advice on superannuation, pension schemes, and other retirement income sources.
In conclusion, wealth management in Australia offers a comprehensive suite of services designed to address the complex financial needs of affluent clients. By providing personalised advice and strategies across investment management, tax planning, estate planning, and retirement planning, wealth managers play a pivotal role in helping Australians secure their financial futures and achieve their wealth aspirations.
What Is The Top Wealth Management Company In Australia?
My Family Finance stands out as one of the top wealth management companies in Australia, offering a broad spectrum of financial services tailored to meet the diverse needs of its clients. While the specific rankings of wealth management firms can vary based on different criteria such as assets under management, client feedback, and breadth of services, My Family Finance has distinguished itself through its commitment to providing personalised financial solutions that encompass investment management, retirement planning, estate planning, and tax strategies.
What sets My Family Finance apart is its dedication to understanding the unique financial situations of each client and developing bespoke strategies that align with their individual goals and aspirations. The company places a strong emphasis on building long-term relationships with its clients, ensuring that their wealth management plan evolves in line with their changing life circumstances and financial objectives.
In the competitive landscape of wealth management in Australia, My Family Finance’s approach to delivering comprehensive and client-focused services positions it as a leader in helping Australians navigate the complexities of wealth accumulation, preservation, and transfer. Whether clients are looking to grow their investment portfolio, plan for a secure retirement, or ensure their wealth is passed on according to their wishes, My Family Finance provides the expertise and support necessary to achieve those goals with confidence.
My Family Finance: Who We Are
My Family Finance stands as a beacon for Australian families and property owners in Melbourne, offering more than just wealth management services; it positions itself as a steadfast partner committed to securing a prosperous financial future for its clients. With an unwavering commitment to understanding the unique financial landscape of Australia, My Family Finance distinguishes itself through its deep understanding of the challenges and opportunities that Australian families face.
Our services are tailored to meet the diverse needs of our clients, encompassing everything from debt reduction and financial planning to property investing and budgeting. Located in Point Cook, we are strategically positioned to offer our expertise to a wide range of clients, ensuring that their financial goals are not just met but exceeded.
At My Family Finance, we pride ourselves on our ability to provide customised strategies that are specifically designed to address the individual needs of each family. Whether it’s navigating the complexities of mortgages, crafting a budget that maximises your savings, or developing a property investment plan that aligns with your long-term financial objectives, our team of experts is here to guide you every step of the way.
Understanding that each family’s financial journey is unique, we offer bespoke solutions that are rooted in a comprehensive understanding of your family’s specific circumstances and aspirations. Our approach is holistic, ensuring that every aspect of your financial health is considered, from reducing debt to planning for a secure retirement.
In a world where financial security is paramount, My Family Finance emerges as a trusted advisor, dedicated to helping Australian families and property owners in Melbourne navigate their financial futures with confidence. Our commitment to excellence, personalised service, and proven strategies make us more than just a wealth management company; we are your partner in achieving financial prosperity.
Take the First Step Today
Don’t leave your family’s financial future to chance. With our certified private wealth advisors, you’re not just planning; you’re setting the stage for a legacy. Wealth planning, especially for families with multiple properties, requires foresight, expertise, and an intimate understanding of both local and global financial landscapes.
Schedule Your Consultation
Ready to take control of your financial future? Schedule a consultation today with one of our family wealth advisors. It’s the first step towards a secure, prosperous future for you and your loved ones. Don’t wait – the future starts now.
Your family’s legacy deserves the finest management. With our tailored strategies and dedicated team, your wealth is poised for growth, safeguarded for the future. Welcome to a service that comprehends your needs, celebrates your ambitions, and commits to your family’s lasting prosperity.
