Financial education : It's not just about money, it's about you.

Financial education: It's about your retirement

Financial education: It's about looking after yourself.

Financial education: It's about your estate plan.

Financial education : It's about quality of life.

Financial education: It's about choices.

Welcome to The Money Educators

The Money Educators, your trusted partner in creating a brighter financial future for yourself and your loved ones.

We are more than just a financial education provider. We are a holistic financial wellbeing service that covers six main topics:

It’s about you: We help you learn how to manage your money with confidence and clarity, and make smart decisions that will benefit you in the long run.
It’s about retirement: We help you plan for your retirement and ensure you have enough income to last, while enjoying the lifestyle and leisure choices that suit your needs and preferences.
It’s about looking after yourself: We help you protect your assets and legacy with estate planning, wills, enduring power of attorney, and advanced health directive, and cope with any health and well-being challenges you may face.
It’s about estate planning: We help you ensure that your wishes are respected and your loved ones are taken care of after you pass away, and avoid any legal or tax complications.
It’s about quality of life or aged care: We help you make informed decisions about aged care options, such as home care packages or residential care, and access the services and support you need.
It’s about choices: We help you realise your dream retirement, whatever it may look like, whether it’s spending more time with your family, pursuing your passions, enjoying the comforts of life, or exploring the world.

We understand that retirement is not just about money. It’s also about health, happiness, and purpose. That’s why we address the following concerns that many retirees face:

The financial security and adequacy of their retirement income, especially in the context of rising living costs, low interest rates, and market volatility.
The health and well-being of themselves and their family members, especially in the face of chronic diseases, disabilities, and mental health issues.
The social and emotional adjustment to retirement, such as finding a new sense of purpose, identity, and belonging, maintaining social connections, and coping with loneliness and isolation.
The availability and accessibility of aged care services and support, such as home care, residential care, or community care.

We also help you to understand how Centrelink benefits and superannuation factors into your retirement plan. We help you maximise your income and minimise your taxes, while ensuring you comply with the rules and regulations.

We offer personalised, trustworthy, impartial education and support that will suit your needs and preferences.

We also give you access to our easy-to-use tools and valuable insights that will help you improve your financial literacy, confidence, and security.

Don’t let money worries hold you back from living your best life. Learn how to take control of your finances today and create the future you deserve.

To find out more about how we can help you, click on the button below.

Learn more about us

Who we've helped

Peter & Jannice

Hilary and Stephen

Peter & Jannice

Mark has been caring, supportive, available and professional. His knowledge of the finance industry and his capacity to build flexible strategies tailored to the individual needs of his clients makes Mark valuable beyond words.

Anyone engaging Mark to assist them build a better financial future will never regret that decision.

Neil & Chrissy

Hilary and Stephen

Peter & Jannice

Over the years I feel I have gained some valuable knowledge and skills including the managing and evaluating of our short and long term financial plans for the future.

I have enjoyed talking to Mark over this time and have also come to see him as a friend.

Hilary and Stephen

We had a couple of bad experiences with financial advisers in the past. We heard about Mark through our accountant. We realised he was not a financial adviser but focussed on educating us about finances, so we could make our own decisions.

We thought this approach was a bit different so we went ahead and organised an appointment.

We we

We thought this approach was a bit different so we went ahead and organised an appointment.

We were so pleased that we did. Mark took the time to work out a financial roadmap with us, and was happy to revise the plan with different options to work out the best way forward for us.

We are now feeling much more relaxed about our future, having a clear way forward, and a path to retirement.

Before we contacted Mark, we really couldn't see an end to our working life, but now we have a way forward that makes sense, and a clear roadmap to follow.

We look forward to working with Mark over the coming years, and have a lot more peace of mind now that he has shown us a path forward.

We highly recommend Mark's services to anyone wanting to better understand their finances, and to map out their financial future.

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How to contact us

Do you want to take the first step towards a brighter financial future?

If you do, then you need to contact us today! We are ready to help you learn how to take control of your money and achieve your goals.

We will listen to you and provide you with personalised, trustworthy, impartial education and support that will suit your needs and preferences.

To get in touch with us, simply click on the button below, fill out some details and we will contact you as soon as possible.

Financial education : It's not just about money, it's about you.

Financial education: It's about your retirement

Financial education: It's about looking after yourself.

Financial education: It's about your estate plan.

Financial education : It's about quality of life.

Financial education: It's about choices.

Welcome to The Money Educators

Who we've helped

Peter & Jannice

Hilary and Stephen

Peter & Jannice

Neil & Chrissy

Hilary and Stephen

Peter & Jannice

Hilary and Stephen

Hilary and Stephen

Hilary and Stephen

How to contact us

Let's talk

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