Melbourne Financial Management Group Pty Limited 202 Ferntree Gully Road, Notting Hill, Victoria 3168
About the Business
Welcome to Melbourne Financial Management Group Pty Limited! Located in Notting Hill on Ferntree Gully Road, we are an establishment that specializes in finance and is a point of interest for those seeking financial services in Australia.
At MFM Group, our main focus is helping our clients achieve their idea of Financial Freedom. We understand that everyone has different financial needs, which is why we offer a wide range of services to cater to these diverse requirements.
Don't just take our word for it - our satisfied clients highly recommend our team. With years of experience managing Self-Managed Superannuation Funds (SMSF), we have instilled confidence in our clients that their financial goals are on track, both now and in the future.
When it comes to Portfolio Management, peace of mind, regular updates, and ongoing advice are crucial factors. Our team at MFM Group has been managing accounts for close to 20 years, providing exceptional service and ensuring that investment portfolios are well-managed. We work closely with our clients to implement strategies that suit their needs, whether it's investing for the future, navigating through challenging times, or planning for retirement.
Maurice, our Financial Adviser, has been providing valuable advice to our clients for many years. He has guided them through challenging financial periods, such as the Global Financial Crisis, ensuring that they make informed decisions and avoid unnecessary risks.
At MFM Group, we offer more than just financial services - we provide peace of mind. Our knowledgeable and understanding team has helped clients grow their Superannuation and Account Based Pension under our care and expert advice. So satisfied are our clients that they have recommended us to their friends.
Since 1997, MFM Group has been a trusted financial adviser for many individuals and families. We pride ourselves on being there for our clients, offering investment advice, assistance with paperwork, and proactive advice as their lifestyles change throughout retirement.
In addition to our services, we also provide valuable insights and resources. We partner with Vanguard, one of the world's largest global investment management companies, and publish reports on Australian society and financial aspirations. Our specialist commentary by AMP Capital's Head of Investment Strategy and Chief Economist, Dr. Shane Oliver, offers key market insights and trends. We also provide updates on the Australian and International economy, as well as emerging market trends.
Please note that the information on this website is general in nature and does not take into account individual objectives, financial situations, or needs. We encourage you to consider your own financial situation and needs before making any decisions based on the information provided.
Melbourne Financial Management Group Pty Ltd (ACN 600 540 378), trading as MFM Group, is an authorized representative and credit representative of Hillross Financial Services Limited, an Australian Financial Services Licensee and Australian Credit Licensee (232705).
Contact us today to start your journey towards Financial Freedom with MFM Group!
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Location & Phone number
202 Ferntree Gully Road, Notting Hill, Victoria 3168, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Our first contact with MFM Group was with Maurice Kelly in April 2016. We were introduced to the company through a friend. Our journey with them has been excellent. However Maurice Kelly has since retired. Taking over from him we were introduced to Gary Gleeson, a director and senior financial consultant. We have been very pleased with there services. We found them to have professionalism, quality of work, responsiveness, value and integrity, and with Jackie and Sylvia always available to help out to answer questions or queries. Would definitely recommend. Tony and Christine Hall"
"I have been involved with MFM Group for over 5 years now and have found their knowledge extremely helpful in finding solutions to my goal planning. The strategies discussed, the skills and expertise are highly valuable. I am very happy with the friendly service and advice provided by the company, in particular Gary and Sylvia, and would highly recommend them. Their professionalism, constant communication and checking in (especially during the pandemic) is greatly appreciated. Thankyou."
"I have worked with the MFM group for several years now and with Gary Gleeson for in excess of 15 years. I have always found MFM and Gary to work with absolute integrity and I know Gary highly values earning the trust of his clients. Steve Holmes - Director"
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