Serious Money Financial Consultants
Quite simply we are passionate about helping people and we always will be.
We recognise that most people want to be better organised financially but few people know how to go about it.
By seeking advice you have the benefit of the caring, tailored approach of a personal financial planner combined with the reassurance of knowing Australia’s leading financial services provider backs us.
Our approach to financial management is a disciplined one. Through our process we clearly demonstrate our core philosophy that we care for your money as though it was ours.
The commitment to this philosophy helps us to help you secure your financial future.
We hear a lot of talk today about the need to plan and manage our financial affairs.
For many of us it’s hard to know where to start.
Serious Money Financial Consultants provides highly personalised financial solutions to our clients.
To help provide this high level of service to you, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation.
If you are seeking limited financial advice on a single issue, we’ll help you address your most urgent area of concern.
However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities..
Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions.
If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.
Properly managing our finances can seem almost a full time occupation, requiring up to date knowledge and constant vigilance. Throughout our lives our needs change so even if we start out on the right path we can soon find we’re not quite where we expected to be, this is where we can help.
Our financial planning offer is designed around a philosophy of building a caring relationship – one that focuses on your needs and goals, that provides solutions to improve your ongoing financial well-being and is done in a cost effective and ethical manner.
To achieve this we have developed processes that enables us to effectively share the responsibilities with you, to identify the areas we can help, resolve ongoing risk areas and to add value to your life both now and into the future.
It starts by having a conversation and with careful consideration of your current financial position. We will listen to you to clarify your objectives and then together set about determining the best strategies to reach your financial goals.
Usually there will be some immediate action and benefit to make the most of what you have right now.
We’ll prepare a clear financial plan that focuses on your current situation and needs and begin implementing longer-term strategies to ensure financial independence when you need it.
No plan should ever be an end to itself. Our clients futures are important to us and we ensure through regular contact and nurture of the financial plan that you will stay on track to meet your goals.
One of our functions is to co-ordinate all of the help available so that you can be assured all of your professional advisers are working in the same direction and on your team.
A financial planner does not replace your accountant, solicitor or stockbroker but works with them to ensure your affairs are properly managed.
No matter what stage of life you’re at, a well-structured financial plan and investment strategy can make a real difference when it comes to living the lifestyle you want.
We can review and assess your present financial position and draw up a plan that will help you build wealth and achieve financial security.
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Fellow of the Institute of Chartered Accountants, Financial Planning Specialist BEc
Brenton is a Fellow of the Institute of Chartered Accountants and holds their Financial Planning Specialist designation. He also holds a Bachelor of Economics degree from Adelaide University and has been in the investment/finance/accounting industry since 1978.
Brenton specializes in the investment management area, helping clients to create wealth, to develop the most appropriate strategies and tax structures for their needs and thereby enabling them to enjoy financial independence. This encompasses the areas of superannuation, including ‘self managed funds’, pensions and Centrelink benefits for those approaching or at retirement. Brenton is passionate and focused on providing his clients with the most appropriate solution to their financial needs without taking inappropriate risks.
Brenton Marriott is an authorised representative of Financial Wisdom Limited.
Qualifications
Fellow of the Institute of Chartered Accountants and holds their Financial Planning Specialist designation.
Bachelor of Economics degree from Adelaide University.
Aged care and Self Managed Super fund Specialist Accredited.
Registered Tax (Financial) Adviser with the Australian Government Tax Practitioners Board
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy.
Advanced Diploma of Finacial Services (Financial Planning)
Paul Murphy has an Advanced Diploma in Financial Services and has been providing advice and solutions for clients since 1992.
Paul’s history goes back even further to 1988 when his now wife Angela Hutchinson commenced in the financial services industry. Together they have been an integral part of growing the business through dedicated quality client service. Paul is passionate about providing clients with simple and creative solutions to their financial needs and objectives.
Paul Murphy is an authorised representative of Financial Wisdom Limited.
Qualifications
Advanced Diploma of Financial Services
Adv Dip FS (FP)
Paul is a member of the Association of Financial Advisers (AFA) who are an innovative association that share the value of great advice for more Australians.
Paul is a Registered Tax (financial) Adviser with the Australian Government Tax Practitioners Board
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy.
Leah joined our team at Serious Money in April 2010 as Brenton Marriott’s Personal Assistant.
She has worked in the Financial Services Industry for over 30 years, beginning in the Banking sector before various roles with private businesses.
Leah has 18 years’ experience working for Financial Planners and enjoys her role working with Brenton’s clients and managing the administration of the office.
Frossa commenced her role as Personal Assistant to Paul Murphy in Sept 1997.Frossa began her career in Financial Services with MLC in Sydney in 1970 where she performed a variety of roles and duties before moving to MLC Adelaide State Office and taking up the position of Divisional Secretary in 1990.
Frossa has extensive knowledge and experience in the Financial Services Business and manages our client service and administration process.
Platinum DNA
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