Real people dedicated to your financial success.
Personal Wealth Essentials
Essential tax and on demand support
mi-fi Personal Wealth Essentials provides you with access to personalised financial advice without the hefty price tag or a focus on selling you products.
We take care of your individual tax return, ensuring you get the best result, whilst giving you access to a team of accountants and advisors to help you navigate the world of tax and finance. As a Personal Wealth Essentials client we are by your side to keep you focussed on your finances, giving you the peace of mind that you have a qualified advisor to turn to when you need it.
Maintaining financial discipline and getting the right advice when you need it is the key to financial success – this is where your mi-fi advisor comes in.
Your advisor will help you to become an expert in your own financial health. This includes
- Familiarising yourself with your financial circumstances
- Helping you understand key financial and tax concepts
- Looking for opportunities to build your wealth
- Introducing you to services and professionals that can help you succeed
On Demand Support
From questions about tax deductibility to helping you understand complex financial matters, your expert advisors will be available to help whenever you need it. Through our ongoing relationship we build a complete picture of your financial affairs so that we can quickly provide you with the expert advice you require.
Income Tax Returns
Our ongoing relationship with you helps us understand your current and future tax position in detail. We plan for and prepare your annual income tax return to ensure that you get the best result and it is lodged on time. We also plan for future years by developing tax effective strategies based on your financial goals.
Personal Wealth Extras
Tailored services for your unique circumstances
Personal Wealth Extras are a suite of specialised services that allow you to tailor a package to suit your unique needs, helping you to meet your financial goals.
Armed with detailed knowledge of your circumstances we are ready to deliver a range of bespoke services at the time when they will deliver the most value to your financial position.