One on One Meeting
Mal has worked in the finance world in numerous roles for more than 25 years and realises his main strength is as an educator. Mal believes it is highly important to understand your financial options and learn how to evaluate these options to aim for a secure financial future. A one on one appointment with him will help you to take steps to increase your financial literacy for all facets of your financial situation.
Mal’s calendar is temporarily closed. He will reopen it once the wait times for his appointments return to under a 12 month period.
Please consider booking Ashley instead.
Ash comes to the Money Study as a financial coach with over 15 years’ experience helping people to understand their financial options and make informed decisions. With an excellent understanding of superannuation including CSS and PSS defined benefits and retirement income streams, he firmly believes information and knowledge are key to taking control of your financial wellbeing.
Ash specialises in Complex Aged Care, Home Care and Age Pension issues and understands, making the right decision in relation to aged care for you or a loved one can be very overwhelming. Ash can provide assistance to you and your family members to understand aged care costs, available services and your financial options.
Book your “One on one” meeting with Ashley or Malcolm to learn and discover methods to understand issues like:
- Income and expenses
- The rules of superannuation
- Retirement options
- Investment asset classes
- What is Salary sacrifice and how does it work?
- Mortgage Issues
- Wealth creation ideas
- The paperwork involved in retirement
- What to consider when looking at Insurances and estate planning