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MLC Advice Canberra

Working with you. Working for you.

MLC Advice Canberra

241 Northbourne Ave, Lyneham ACT

Call us on (02) 6247 1233    Send an enquiry

A strategy for the future that starts now 

To help you achieve the future you want, we need to understand the life you've already built. We'll get to know what's important to you and create a financial strategy based on that. Since this looks different for everyone, your financial plan will look different too. During our time together we'll work closely with you to create a plan that suits your situation and built to evolve with you as life changes.

 

About your adviser

Types of advice

Risk management

Investments

Paying off the mortgage

Retirement

Budgeting

Tax

Let’s talk

Your first meeting is obligation free. It’s a chance for us to discuss your current situation, what you want to achieve and why it’s important. We’ll talk through a range of financial options, to give you a better idea of how you might reach your goals.

What to bring

To get the most out of our meeting, you should bring:

  • Your Tax File Number
  • A recent tax return
  • Any insurance policies you have (if available)
  • Information about investments (if available)

It’s also important to have a clear idea about what you want to achieve, and what you’d like to maintain from your current lifestyle.

What happens next

If you choose to go ahead, we’ll help you define your priorities, explain possible strategies, run through the different options and make sure you’re on track to achieve your goals. Once you’re happy with the approach, we’ll get your plan moving.

Fees

We’ll agree on an advice fee upfront, before we make a start on anything. The price will be based on how complex your needs are, and how much work you’d like us to do for you.

Your advice journey in 4 easy steps

At MLC Advice our process starts with getting to know you, your situation and what's important to you.

1. Discuss

Discuss

Talk to us about your current financial situation, goals and what's important to you.

 

2. Plan

Plan

We’ll recommend a plan and agree on a fee to achieve your goals.

 

3. Action

Action

Working together, we’ll put your plan in place.

 

4. Maintain

Maintain

We'll help you stay on track, and update your plan as your life changes.

 

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News and insights

Helpful insights to help you stay
up to date on the latest news and
analysis.

Read more

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Financial services guide

Outlines our services, 
fees ownership structure and license 
number.

Financial services guide (PDF, 407KB)
Adviser planner profile
 (PDF, 122KB)

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Want to know more?

Read about the types of advice and the value it can add.

Find out more

Where we are

Michael Miller - MLC Advice Canberra

  

MLC Advice Canberra
241 Northbourne Ave 
Lyneham ACT 2602

Michael Miller

B.Comm (Banking & Fin), M.Bus (FP & Comm Law), CFP®
Principal and Financial Adviser

E: michael.miller@mlcadvicecentre.com.au

Ph: 02 6247 1233

Send an enquiry

General advice and information only

Any advice and information on this website is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this website you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.

GWM Adviser Services Limited (ABN 96 002 071 749, AFSL 230692), trading as MLC Advice (‘GWMAS’), a member of the National Australia Bank Limited group of companies.