top of page

Paving the Path to your desired lifestyle

Offering financial guidance to bring clarity, insights, and a collaborative partnership

About
Family portrait

About us

MJM Private Wealth is a boutique financial planning service that bridges the gap between accountants, solicitors, and the financial services community. 
 

We specialise in working with professionals, pre-retirees, and high achievers to build and preserve their wealth. 
 

We provide clarity, insights and work in partnership with our clients to provide tailored personal advice to help them to achieve their life goals.

Our Value

Mother and Child on Beach

Clarity

We provide clarity to simply the mist of wealth creation, retirement planning, tax effective strategy. We are upfront about all aspects of client relationships and put clients’ interests first. We recommend solutions only where these meet a client’s needs.

Desk

Insights

We specialise in building, managing and preserving wealth. We use our expertise to provide insights to our clients at various life stages to ensure our clients have appropriate strategies in place to achieve outstanding results for clients.

Cricket Match

Partnership

We listen carefully to clients’ objectives and break these into goals, which we report on their progress to their achievement of these goals. Using the latest research and tools, we remain focused on ensuring clients are delivered great results.

Handshake in the Office

Professionalism

We comply with the Code of Ethics issued by ASIC which is a set of principles and core values that lay the foundation of our profession. We are committed to offering a professional service, informed by this Code of Ethics which shapes every aspect of our professional conduct. 

new profile photo 2021.jpg

Our Principal Financial Adviser

Michelle Li, our principal financial adviser, who has built a great reputation and strong relationship with her clients over the past 10 years.

Michelle commenced her financial planning career in 2012. She worked as private and premium bank financial adviser in well-known institutions like Westpac and ANZ.

She specialises to provide holistic financial advice including superannuation, SMSF, investment, risk management, retirement planning, wealth creation, aged care and personal insurance.

Education Background

  • Certified Financial Planner (CFP®)

  • Master of Financial Planning

  • Bachelor of Finance

  • SMSF specialist

  • Margin lending specialist

  • Aged Care specialist

  • FASEA Financial Adviser Exam

Good Advice lock-up_CMYK_Hi-res.jpg
AACP-logo-inline-transparent.png
Our Services

Our Services

What our Clients Say

“Michelle is very thorough and patient in explaining what best strategy to take and she guides us to achieve the best possible outcome in our investments. We're very happy with Michelle and we highly recommend her to our friends for financial advice and strategies."

Francis and Ofelia

Let's have a quick chat

Whether you have a clear vision of your needs or are unsure where to begin, our Adviser is prepared to help.

Talk to us today

02 8065 7526

Thanks for submitting!

Contact
bottom of page