Moneytax Wentworthville

Moneytax Financial Planning has been a trusted name in the industry since its inception in May 1989. With our Australian Financial Services Licence (AFSL 280928) obtained in December 2004, we have established ourselves as a reliable and experienced financial planning firm. Our team of financial planners, who are also the equity partners in our practice, bring with them a combined wealth of experience of over 35 years. They are supported by client service managers who are experienced, friendly, and understand your situation. Our client service managers are here to help you with general administrative and non-advice matters, ensuring that you receive the best possible service.

Our Financial Planners

Matthew Gadd

Matthew has been involved in the financial services industry since August 1984, having held positions with the Commonwealth Bank, BT Funds Management and Perpetual Trustees. He joined the financial advisory industry in May 1997 and has been managing wealth creation, superannuation, retirement, and wealth protection strategies for clients since then. Matthew is a graduate of the Securities Institute's Graduate Diploma in Applied Finance and Investment. He also holds the Diploma of Financial Planning - awarded via the FPA and the Royal Melbourne Institute of Technology, and the Diploma of Finance & Mortgage Broking Management. In February 2014, Matthew completed his Master of Commerce (Professional Accounting) through the University of New England. Matthew continually develops his professionalism with memberships to relevant industry bodies. He is a Senior Fellow of the Financial Services Institute of Australia, a Chartered Tax Adviser with the Taxation Institute of Australia, and a member of the Institute of Public Accountants.

Michael Behlevanas

Michael has been a licensed financial planner for over 20 years and has extensive knowledge in all areas of financial planning from wealth creation for young people to helping retirees accumulate and enjoy their savings. Michael specialises in helping clients reach their retirement savings goals and in the transition to retirement from full-time work. Other areas of expertise for Michael include risk advice (Life and TPD insurance, trauma insurance, and income protection insurance). Michael is committed to providing his clients with the best possible advice and service.

Our Services

At Moneytax Financial Planning, we understand that every individual has unique financial needs and goals. That's why we offer a comprehensive range of financial planning services tailored to suit your specific requirements, regardless of your stage of life.

Our services include, but are not limited to:

• Wealth creation strategies - We help you grow and manage your wealth by developing strategies that align with your financial goals and risk tolerance.
• Superannuation and retirement planning - We help you make the most of your superannuation and plan for a comfortable retirement.
• Wealth protection - We help you protect your wealth and lifestyle by providing advice on insurance and estate planning.
• Self-managed super funds (SMSF) - We assist you in establishing, managing, and administering your SMSF, ensuring that you comply with all the relevant laws and regulations.
• Small business advice - We help you manage your business finances, providing advice on cash flow management, financing, and succession planning.

Our Process

At Moneytax Financial Planning, we follow a systematic process to ensure that we provide you with the best possible advice and service.

Our process includes:

1. Establishing the relationship - We take the time to understand your financial situation, goals, and objectives.

2. Identifying your goals - We help you clarify your financial goals and objectives, ensuring that they align with your personal values and lifestyle.

3. Assessing your financial situation - We assess your current financial situation, including your income, expenses, assets, liabilities, and insurance cover.

4. Preparing your financial plan - We develop a comprehensive financial plan that takes into account your goals, objectives, and financial situation.

5. Implementing your financial plan - We help you implement your financial plan, ensuring that you understand the steps involved and the benefits of each strategy.

6. Reviewing and revising your financial plan - We regularly review and revise your financial plan, ensuring that it remains relevant and up-to-date with any changes in your personal circumstances, financial situation, or the external environment.

At Moneytax Financial Planning, we are committed to providing you with the best possible advice and service. Our experienced and professional team of financial planners and client service managers are here to help you achieve your financial and lifestyle goals. Contact us today to find out how we can help you.