Good quality financial planning is the key to building and maintaining a secure financial future. MTIS are a team of senior strategy advisers and investment managers focused on you, with specialist practitioners who work to deliver the best solution that fits your lifestyle.
- Tax-effective strategies to maximise your defined benefit scheme.
- Maximising investment opportunities
- Setting up a self-managed super fund
- Protecting your family’s income and assets from the unexpected
- Transition-to-retirement strategies
- Assessing a potential redundancy
- Transferring to the state public service or private sector
- Passing your assets to your loved ones in the most tax effective manner.