WHY US

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.

Philosophy

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.

What We Do For You

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.

The diagnosis

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.

The strategy

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.

A healthy future

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.

Advice for your lifestyle

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.

Getting to know your super
Grow your wealth with knowledge
Life is priceless…. protecting it isn’t.
Peace of mind in retirement
Security for business owners
A fresh start after redundancy
Aged Care and Centrelink
Our ongoing relationship

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OUR TEAM

Brenton Marriott
Director and Senior Financial Planner

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.

Paul Murphy
Senior Financial Planner

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 Langdon
Personal Assistant

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 Smith
Personal Assistant

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.

Video Library


Emma’s Story

Andreas’ Story



Platinum DNA

Awards_01

  • “Satisfaction is given due to his knowledge and ability to obtain the best results which are tailored made for my specifically. I can trust his advice to be for my benefit.”

    Female, aged 61
  • “He not only is highly qualified but has proved over the years that he is always accessible, calm and right in his decisions as regards our affairs and if it was not for him we would not be in the position we are today. I highly recommend to all my friends and to anyone who wants honest trustworthy advice which these days is hard to find. I also think too many unqualified people are in the financial planning business and it is very comforting to have a person of his knowledge looking after our business.”

    Female, aged 78
  • “He is able to deal effectively with all our concerns and questions about our superannuation.”

    Male, aged 74
  • “Understands my risk profile and advises accordingly.”

    Male, aged 65
  • “Things have improved compared to previous advisor “

    Male, aged 54
  • “Simple portfolio, but technical expertise, service and administration is excellent”

    Female, aged 80
  • “Provides advice and suggests options, but also respects our desire to not be open to high risk investments”

    Male, aged 63
  • “My relationship goes back a long way, I put a lot of trust in my advisor.”

    Male, aged 69
  • “Because I receive competent answers to my questions & help with pension concerns”

    Male, aged 71
  • “It looks like he handles my super pretty well and I think he makes good decisions for me”

    Male, aged 61
  • “Easy to understand and friendly”

    Female, aged 70
  • “Covers all areas – ensures we know what he is talking about”

    Male, aged 55
  • “Broad range of financial knowledge & experience”

    Male, aged 48
  • “Because I know him and I trust him implicitly.”

    Female, aged 47
  • “Answers any questions and explains options available, explains advice/plans, is not pushy.”

    Female, aged 57

Contact

162 South Road
Torrensville SA 5031

P 08 8354 0577 | email

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Disclosure: Brenton Marriott, Brenton Marriott & Associates Pty Ltd, Paul Murphy and P & A Murphy Financial Planning Pty Ltd Trading As Serious Money Financial Consultants are Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

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Financial Services Guide: Part 1 | Part 2 Adviser Details Brenton Marriott & Associates Pty. Ltd. | Part 2 Adviser Details P & A Murphy Financial Planning Pty Ltd


General Advice Warning: Information in this webpage is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this webpage, no liability is accepted by financial wisdom, its related entities, agents and employees for any loss arising from reliance on this content.

This communication may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision. This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

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