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Simple, affordable and worry-free financial advice

 

Secure your financial future and protect your loved ones with Mitchell Financial Planning’s range of flexible and affordable financial planning services.

Whether it’s life risk insurance, superannuation, property investment, aged care advice or succession/estate planning, we can tailor one of more of our financial planning services into a package that suits your individual needs, both now and in the future.

What’s more, our fee for service model lets you choose the level of service that’s right for you and offers complete transparency with no hidden fees.

We provide the following financial planning services:

Testimonial

My husband and I first met with Godwin Ip from Mitchell Asset Management to review our personal insurances and superannuation.  Godwin was professional and thorough in explaining the array of options available to us and this enabled us to decide on the best insurance and superannuation models to serve our needs.  We were impressed with Godwin’s understanding of the products available and his willingness to endorse products which we already had in place.  Having just gone through the trauma of being diagnosed with melanoma, Godwin promptly pursued my personal trauma insurance and this resulted in a successful claim.  Godwin was very efficient with following up all matters relating to my claim and the review of our insurance policies.  Having dealt with a number of financial advisors over the years, Godwin’s easy manner and desire to establish the best solution for his client was a refreshing experience.

We found Godwin to be professional and very efficient with all matters of business. He conducts himself with integrity and we would thoroughly recommend his services.

Melissa and Cameron

Our Services

  • LI

    Life risk insurance that’s tailored for you

  • S

    Superannuation. De-mystified.

  • PI

    The smart way to invest in property

  • AC

    Simple and effective aged care advice

  • EP

    Professional estate planning services

LI Life risk insurance that’s tailored for you

Enjoy ultimate peace of mind for you and your family with Mitchell Financial Planning’s range of affordable life risk insurance solutions.

If you died suddenly or became permanently disabled as a result of an accident,
would your family have enough money to keep paying the mortgage, car loan, electricity bills, school fees or even the weekly shopping?

At Mitchell Financial Planning, we believe the inclusion of life and disability insurance is an essential part of any financial plan. That’s why we specialise in tailoring insurance solutions to help protect you, your loved ones and your financial assets.

Whether it’s Term LifeTPDTraumaIncome Protection or Business Expense insurance, we provide simple and affordable cover through some of Australia’s leading life insurance companies.

S Superannuation. De-mystified.

Whether you’re just starting your career, need advice on tax minimisation strategies, or you’re close to retirement, Mitchell Financial Planning offers expert advisory services to help optimise your investment in Superannuation.

With Australians living longer than ever before, having enough Super to maintain a good standard of living in retirement is a critical issue for most people.

At Mitchell Financial Planning, our advisors can work closely with you to put the strategies in place to secure your financial future through Superannuation. We look at your retirement goals, financial situation and risk profile to tailor a solution that’s right for you.

We can help you with:

  • The establishment of your Super fund
  • Pensions
  • Borrowing to invest in property
  • Compliance
  • Tax planning and tax minimisation

Learn more about our Superannuation services:

What is Superannuation?

Self-Managed Super Funds (SMSF)

Compliance

Reporting

PI The smart way to invest in property

Mitchell Financial Planning provides expert property investment services to help maximise your returns, protect your assets and build long-term wealth.

Whether residential or commercial, property continues to be a popular asset class for all types of investors. However, knowing when to invest and what to invest in is the key.

Supported by a team of property, accounting and legal professionals, we can implement the right property investment structures to meet your financial objectives, plus expose you to unique and discounted real estate opportunities.

To speak to one of our property investment experts, simply contact us today.

AC Simple and effective aged care advice

Enjoy the feeling of financial security for you or your family member with Mitchell Financial Planning’s professional aged care advisory services.

Placing a loved one into aged care can be costly, complicated and time-consuming.
It can also be an emotional time for everyone involved.

As a result, it’s easy to become overwhelmed with the process and the choices available – especially when it comes to money.

Mitchell Financial Planning can help. Our experienced advisors provide tailored financial advice to individuals looking to enter aged care accommodation and their families.

We can assist you with the financial aspects of transitioning to aged care, including: 

  • Developing an appropriate financial plan
  • Assessing the different accommodation options and their fees
  • Minimising fees and charges
  • Budgeting for daily/weekly/monthly care expenses
  • Ensuring pension entitlements last as long as possible
  • Deciding whether to sell or lease the family home
  • Protecting existing assets

For expert advice on the financial aspects of moving into aged care, contact us today.

EP Professional estate planning services

Enjoy total peace of mind knowing that your assets will go to the right people upon your death with Mitchell Financial Planning’s estate planning services.

Our highly experienced financial advisors can help you structure your estate to ensure that when you die, your assets will be distributed according to your wishes and settled with minimal cost and delay.

What’s more, we can assist you with strategies to reduce tax liabilities after death, as well as developing plans to address the following issues: 

  • Who are your beneficiaries and what will they receive?
  • Who will manage the settlement of your estate and any trust funds you establish?
  • Will any of your beneficiaries need help in managing their inheritance?

For more information on our succession/estate planning services, contact us  today.

Our service levels

Silver

Our entry-level service package that’s designed for those seeking basic financial planning advice, including young professionals and families.

The Silver Package includes:

  • A simple financial plan
  • Annual reporting
  • Annual appointment/review
  • Basic Super fund review and set-up
  • Standard life insurance

Cost: $3,600 per annum ($300 + GST a month)

Gold

Our medium-level service package that’s designed for those seeking regular advice on their finances, including young families, retirees, individual property investors and those with Self Managed Super Funds.

The Gold Package includes:

  • Limited access to stockbroking, fund management and business advisory services
  • A tailored financial plan
  • Half yearly reporting
  • Half yearly appointments/reviews
  • Mid-tier Super fund review and set-up
  • Life and risk insurance review and set-up

Cost: $6,000 per annum ($500 + GST a month)

Platinum

Our premium level service package that provides an all-inclusive financial management program, including detailed reporting and analysis, to high net worth individuals and families.

The Platinum Package includes:

  • Full access to stockbroking, fund management and business advisory services
  • A comprehensive, tailored financial plan
  • Quarterly reporting
  • Quarterly appointments/reviews
  • Cash flow analysis
  • Establishment of a Self Managed Super Fund
  • Property investment advice
  • Life and risk insurance review and set-up
  • Aged care advice

Cost: approx. $12,000 per annum ($1,000 + GST a month)