My Wealth Strategy Service
Customised wealth strategy services designed around tax-efficient borrowing
Our wealth strategy service is designed to help unlock the full potential of your finances through the lens of tax-structured lending. We work with you and your existing advisory team to create a unified strategy aimed at helping you achieve your goals faster. Whether you're aiming to maximise your investment returns, pay off your mortgage sooner, or diversify your income streams, we collaborate to craft tailored strategies that fit your unique goals and situation.
Christopher Jonson
Managing Director & Principal Broker
How we work
Collaboration with Your Advisory Team
We work hand-in-hand with your trusted professionals—financial planners, accountants, stockbrokers, and solicitors—to develop a unified strategy. If needed, we can also recommend a network of experienced, trusted advisors to support your goals.
Comprehensive Financial Review
We start with an in-depth analysis of your current financial position, identifying opportunities and risks. This ensures that our strategies are designed with a deep understanding of your circumstances and that all of your advisors are on the same page.
Tailored Roadmap to Success
After analysis, we create a customised strategy to help you achieve your financial objectives. This might include optimising your debt structure, identifying investment opportunities, or modelling scenarios, such as the earliest payoff for your residential mortgage.
Tax-Structured Borrowing
Our strategies are built around tax-efficient borrowing solutions that are designed to enhance your wealth creation process while considering the complexities of Australian tax regulations.
Who can benefit from strategic advisory?
Our service is ideal for individuals or families who are:
Equity Holders
Homeowners with equity in their existing property who are looking to leverage it for investment or wealth-building purposes.
High-Income Earners
People with higher incomes who could benefit from tax-structured borrowing and are looking for strategies to reduce liabilities while growing wealth.
Focused on Income Diversification
Individuals seeking to create long-term wealth through income diversification, whether through property, shares, or other investments.
Why choose My Finance Agent?
With our award-winning expertise in finance broking and deep industry knowledge, My Finance Agent is uniquely positioned to design customised tax-efficient strategies that build wealth. The cost of our strategy services is based on the complexity of your requirements.
Strategic Advisory FAQs
We're here to answer all of your questions.
My Wealth Strategy advisory service provides a tailored approach to wealth creation by leveraging tax-efficient borrowing solutions. It is more than a mortgage transaction; we analyse your current financial situation and work collaboratively with your advisory team to create a customised plan aimed at achieving your financial goals, such as paying off your mortgage faster or diversifying your income.
No, we are licensed finance brokers. We collaborate with your existing advisory team, including financial planner, accountant, or other professionals. If you don’t have a team in place, we can recommend a network of trusted licensed professionals to support your wealth strategy.
We begin with a comprehensive review of your current financial situation and lending arrangements, review your personal and aspirational goals, followed by analysis and customised financial modelling to achieve your goals. This allows us to recommend a personalised plan tailored to your specific goals, whether that's reducing debt, utilising an SMSF structure, optimising tax structures, or investing in income-generating assets.
Not necessarily. If you already work with financial professionals, such as a financial planner or accountant, we will collaborate with them to create a unified strategy. If you don’t have an advisory team, we can introduce you to experienced and trusted professionals from our network.
The cost of our strategy services is based on the complexity of your requirements. Our initial consultation is free. We then prepare a proposal and quote for your consideration.