Money Mate offers a marketplace for financial services, allowing you to connect with accountants, financial advisors, mortgage brokers and more. By discussing your money matters with an expert you can trust, you can alleviate risk and set yourself up for a better financial future.
Talk to one of our Money Mate professionals for a free in depth consultation. Let us do a deep dive into your plans and goals, then we get to work structuring the best road map to success.
Answer a series of questions so we can understand your personal situation and eligibility. It's free and only takes around 2 minutes.
We match you to a specialist who will be your direct contact day and night. Your very own Money Mate. If you have any questions, they are there to help.
Armed with the information we need, we get to work. Our dedicated team will utilise numerous resources and infinite wisdom to the task of finding you financial solutions that suit your needs.
With all the options on the table, all you need to do is decide which ones are for you. Then we make the necessary arrangements for your seamless transition.
Whether you’re a sophisticated investor or you’re just getting started, Money Mate is able to direct and guide you to the best possible advice based on your individual circumstances. We are here to help you make informed decisions and guide you towards the future you’ve always dreamed of.
Not sure if your situation calls for an expert opinion? Below you’ll find just a couple of the scenarios that our Money Mate consultants can assist you with.
Even for those abounding in entrepreneurialism and clued up on marketing, managing finances can cause complexities when starting a new business venture. A helping hand can set you off on the right foot and free up your time to spend on the many other tasks involved with the launch.
Thinking of developing a share portfolio? Considering cryptocurrencies? Or just weighing up term deposits? There are so many ways to invest your money. Even if you know where to start, confusion can easily arise if you’re not an expert in investing.
The most important purchase of your lifetime, buying a home can be as daunting as it is exciting. By getting advice from an outsider, you can reduce the unknown, set realistic expectations and ensure you find a loan that suits your circumstances.
Superannuation isn’t something we tend to give much thought to until we really need to. And by then, it’s often too late. If you’re the proactive type eager to ensure your future is filled with abundance, speaking to a specialist will help guide you towards success.
The first of July brings a whole lot of unnecessary stress for many Australians. Piles of receipts, plenty of confusion and the fear of making a mistake or missing out on returns. With the assistance of a professional, you can be sure tax time is tackled with ease.
Whether it’s your life, your health, your car, your contents or all of the above and then some, taking out insurance is a necessary investment to protect your most precious things. Avoid questionable policies and terms that don’t suit your situation by consulting with someone who specialises in insurance.
There are some purchases in life that are a little more costly than others, and coming up with cash isn’t always possible. From a few grand to get you by to a large loan for a new car, seek some advice and you’ll find there’s a loan to suit with minimal burden.
If you’re thinking about taking the leap into the investment universe it’s always best to have a mate in your corner. With our deep understanding of the industry and endless pool of resources, we are happy to fill those shoes and offer the guidance you deserve. With thousands of happy clients across the continent, we are able to make your superannuation and investment dreams a reality.
Money Mate has access to an array of highly qualified Australian financial professionals who devote their time to guiding money matters big and small. Accountants, financial advisors, bookkeepers and mortgage brokers are all within easy reach after answering a few questions through Money Mate.
