MN8 Wealth
Illuminating your financial future
About Us
At MN8 Wealth, we provide comprehensive financial services tailored to your unique goals and circumstances. Whether you’re planning for retirement, looking to grow your investment portfolio, or need guidance on tax and estate planning, we have the expertise and tools to help you make informed decisions.
We are committed to our values of integrity, transparency, and client satisfaction and to providing education and ongoing support to our valued clients. We believe in empowering our clients with the knowledge and tools they need to make confident financial decisions, now and into the future.
Take the first step towards a brighter financial future and take control of your financial journey. Contact us today to schedule a complimentary consultation and discover how we can help you navigate the complexities of wealth management and achieve your financial goals.
Our process
We believe in a holistic approach to wealth management, and will work with you to develop a dynamic, thorough, and structured plan for success based on your individual circumstances. Our advice is designed for you, based on what you want in life, to help you achieve your financial dreams.
Our Services
At MN8 Wealth, we offer a range of financial services designed to help you secure your financial future:
Retirement Planning
Many people worry about their retirement savings and want to ensure they have enough money to retire comfortably. Our team can help you assess your current financial situation and develop a personalised retirement plan to give you peace of mind that you can meet your retirement goals.
Investment and Tax Advice
We honour a tax inclusive approach to investment advice and will work with you to help minimise your tax and help you achieve your key objectives.
Wealth Protection and Personal Insurances
Wealth protection strategies and personal insurance can protect you financially in case of unexpected events such as illness and death. We can help you determine your personal insurance needs and establish appropriate cover to provide you with peace of mind that your family and financial security is protected.
Self-managed superannuation funds
Setting up a SMSF doesn’t have to be complicated. We can help you determine if a SMSF is right for you, guide you through the steps involved in setting it up, and provide ongoing management and support.
Wealth of experience
With over 15 years of experience in the financial industry, Rebecca is a dedicated financial adviser committed to providing holistic and tailored financial solutions to clients. Since 2007, she has developed extensive knowledge across various sectors, enabling her to offer comprehensive advice that addresses the unique needs of each client.
Rebecca’s areas of expertise include retirement planning, financial management, and implementing effective strategies for contributions, tax minimisation and wealth protection. Rebecca is committed to making a positive impact on her client’s lives, helping them achieve their financial goals, offering guidance and support as their needs evolve, and helping them navigate their financial journey with confidence.
Passionate about empowering individuals and families, Rebecca believes that informed financial decisions lead to lasting success and peace of mind.
