One on One Meeting
Even though Malcolm is a qualified financial planner with over a decade of experience as a planner, in this role he is an educator. Malcolm believes it can be more beneficial to understand your options and learn how to evaluate these options than simply pay a planner to be told what to do. His one on one meeting service helps you to take steps to increase your financial literacy for all facets of your financial situation.
Mal’s calendar is temporarily closed. He will reopen it once the wait times for his appointments return to under a 12 month period.
Please consider booking Ashley instead.
Ash comes to the Money Study as a financial coach with over 15 years’ experience helping people to understand their financial options and make informed decisions. With an excellent understanding of superannuation including CSS and PSS defined benefits and retirement income streams, he firmly believes information and knowledge are key to taking control of your financial wellbeing.
Ash specialises in Complex Aged Care, Home Care and Age Pension issues and understands, making the right decision in relation to aged care for you or a loved one can be very overwhelming. Ash can provide assistance to you and your family members to understand aged care costs, available services and your financial options.