MT Wealth Financial and Estate Planning, founded by Kris Martin in 2008, was formed to help individuals and businesses through the complex maze of wealth creation, superannuation, personal insurance and risk management.
We advocate and embrace a goals and objectives based financial planning process, to provide our clients with tailored and holistic financial advice.
We assist our clients in setting long term, holistic goals so they can safely build a legacy for their family. Members of our team have made a lifetime commitment to education that provides us with the experience and expertise necessary to help our clients reach their financial goals.
Our team’s commit to lifelong education and innovation, provides us with the experience, qualifications and systems necessary to provide professional, bespoke advice to our clients.
At MT Wealth Financial & Estate Planning, we view each of our clients as family, building relationships based on mutual trust, integrity and respect.
Contact us for a free, no-obligation, appointment with a qualified financial adviser to take a look at your personal circumstances and see how we can help you to achieve your goals sooner and with greater certainty.