Money Managers PFA is part of the Money Managers Group, founded by Kevin Bailey.

You may have heard of Kevin from his regular appearances on ABC radio or from his articles in The Herald Sun.

We are an independently owned organization which works on a fee-for-service basis. We do not invest in products which pay commissions.

We keep our clients informed about legislative changes and potential new opportunities as they arise.

Take the 2 minute wealth assessment here!!! See how well you are managing your overall financial affairs. This may be a guide as to whether you would benefit from a complimentary appointment with one of our experienced advisers.

 We invite you to request an appointment today, or contact us with any queries.

Benchmarking and Estate Planning Seminars

Benchmarking is a critical part of managing an investment portfolio and neglecting to do so can be destructive to your wealth. Benchmarking is about ensuring the risks you are taking are being properly rewarded.

Estate planning has become a focus issue under the new superannuation laws. Superannuation death benefits paid to non-dependents, including adult children, may now be taxed at 15% unless you put in place a suitable strategy to manage the risk.

Seminar dates and online registration