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Financial advice

Professional advice to help you build on your success.

At MLC, we believe in the financial and wellbeing benefits professional advice can bring to people’s lives. Accessing high quality, professional advice is one of the best ways for Australians to get help to make the most of their money, achieve their goals and navigate different moments in life. That’s why financial advice is a cornerstone of our business. We are committed to offering advice tailored to your individual needs and life stage and have a broad network of advisers, including those that work within our team at MLC Advice or a self - employed financial advice practice.

Helping you navigate your finances during COVID-19

If you’re feeling uncertain about your retirement plans in the face of COVID-19, MLC’s How to plan your finances in a changing world workbook will help you review and reset your goals, and get a better understanding of some financial strategies that may help you now and for the future.

How we help our clients

MLC’s network of advisers has been helping clients and their families prosper for generations, through wealth, retirement and business advice.

Investing and building wealth 

Our network of advisers will work with you to help you make the most of your money, help you grow your wealth and build on your financial success.

 

Planning for retirement 

There are so many ways to retire. Whether you want to work less or you’re ready to finish up entirely, our network of advisers can give you advice to help you plan ahead – from supplementing your income to tax planning.

Enjoying retirement 

More people are using retirement to turn their passions into purpose. Our network of advisers can help make sure you’re financially prepared for life after work.

 

Business advice 

Your business is an asset. Our network of advisers can help you make the most of it by providing advice that helps you actively plan and navigate tax, super, investments and insurance to help you build on your financial success.

Our network of advisers

At MLC, we’re committed to creating an environment where advisers and advice businesses can thrive so they can help you manage your financial needs and build on your success. We have a broad network of advisers, including those that work in our team at MLC Advice or within a self - employed financial advice practice.
 

Find out more

How the advice process works

Our advice process has been designed to understand what matters to you so your adviser can create a financial plan that helps move you forward.

1

Getting to know you

Your adviser will start by getting to know who you are, what you want to achieve and what’s important to you. The initial discussion will also cover fees and an early view of how your adviser can help. Your adviser might also have a follow-up meeting with you to dig deeper.

2

Preparing your plan

If you decide to proceed with advice, your adviser will undertake research and develop a comprehensive plan with detailed strategies that are based on your specific goals and circumstances.

3

Presenting your plan

Your adviser will present a detailed written plan that includes their recommended strategy which has been tailored for you. This will show you the risk versus the benefit of implementing the recommended strategy.

4

Getting started

Once you’ve decided to go ahead with the recommended strategy, your adviser will start putting your plan into action.

5

Staying on track

Because life never stands still, you can opt in to receive advice to help keep you on track. This is where your adviser can review your advice whenever you need to help make sure you’re tracking against your goals and support you every step of the way. All fees will be discussed upfront before you progress.

Find the right adviser for you

Our network of advisers can provide strategic advice to help move you and your family forward financially.

Our network of advisers can provide strategic advice to help move you and your family forward financially

Get in touch

Call us

Talk to us on 132 652 between 8am and 6pm AEST/AEDT, Monday to Friday

Email us

Complete our contact form

Locate an adviser

Find an adviser near you