Welcome to Melbourne Financial Management Group

I would highly recommend the team at MFM Group. They have looked after my SMSF for a number of years now, and I feel very confident that we are on track to meet our financial goals both now and in the future.

Peace of mind, regular updates, ongoing advice are three important factors that I value greatly when it comes to Portfolio Management.

MFM has been managing my account for close to 20 years and I have been extremely pleased with the service that the team have provided.

My investment portfolio has been very well managed; we have worked together on implementing a strategy initially for investing for the future, with a young family, then through a family member’s major illness and now into investment in superannuation and retirement planning, looking for appropriate income generation for the future.

(I look forward to an ongoing partnership with the team at Hillross/MFM Group).

Maurice has been our Financial Adviser for quite a number of years now and we are extremely grateful for his advice over this time. In particular, he has not allowed us to make silly decisions with our money, especially during the GFC when the strong temptation was to sell our investments.

MFM has given me peace of mind with my finances. They are knowledgeable and understanding, and my Superannuation and Account Based Pension have grown under their care and expert advice. I am so happy, that I have recommended them to several of my friends.

“MFM has been our financial adviser since 1997. The team has always been there for us; whether we need some investment advice or help filling out forms, nothing is too much trouble. We have had regular meetings and received proactive advice about investments, as our lifestyle has changed throughout our retirement. Thank you MFM!”.