FINANCIAL PLANNER GEELONG

Based in Geelong, Master Your Money Now, part of Vista Financial Group, is a people-first financial planning and education company with over 10 years of experience. We specialise in helping millennial nurses and teachers build wealth, understand super, protect their loved ones and invest so they can retire earlier and with more in their pocket.

Our team is different from other financial planners because we not only want you to have a tailored solution, but also educate you about your finances. We regularly speak to everyday Australians both individually and in group settings, teaching and empowering people with practical financial skills we should have been taught in school.

In short, we make money easy to understand and we want to help everyday Australians like yourself.

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TESTIMONIALS

We believe that the best way to showcase our commitment to excellence is by letting our customers speak for us. Their testimonials serve as a testament to the trustworthiness and reliability of our service

Chris has given me excellent advice. All throughout I had the impression he only had the best intentions for the financial well-being of his customers. I liked how the gathered all important information quickly, synthesized it and educated me about what would work best in my situation. He quickly grasped what I already knew and what info I was lacking. That way we spent time on talking about the important individual aspects and not just generalized talk. Chris seemed to have deep insight into different aspects we discussed and was generous with his advice. I can only highly recommend.

Li B.

We have valued and appreciated the advice, guidance and planning from Chris and his team. From little understanding around our finances and goals we wanted to achieve to navigating and securing our future especially in the event of something happening to family and knowing we have a few things in place to support our kids. We highly recommend MYMN for whatever you may need in the future

Jas A.

Very happy with Chris and the advice he is happy to give in a pinch. Nothing is ever too hard and he’s always happy to field my random financial questions. Plus his depth of knowledge is simply outstanding.

Raigan H.

Having had no formal training myself in how to handle my finances. Master Your Money Now has provided me with expert advice and guidance on how to best handle my super and insurances. Chris is an incredibly knowledgeable, approachable and professional financial planner, who takes the complex world of finances and guides you with simple, achievable and practical steps to set-up a better future. Would highly recommend to anyone!

Since we first made contact with Chris of MYMN we have only had a positive experience. Before we had Chris's help we were not budgeting well and saving much at all, and didn't have our insurances in order. We wanted to become the best we could in our financial situations to set us up for future success. In just over a year we have managed to save for a house deposit and an emergency fund. The process was absolutely seamless and you are treated like a VIP. I know of others who have had the same experience with MYMN. We will be using MYMN services for a long time to come. MYMN's team are friendly, supportive and makes you feel comfortable when it comes to talking about your financial situations.

Our financial planner, Chris, has such a wealth of knowledge regarding all things financial. He's helped us to take leaps and bounds towards our financial goals by taking the time to really understand the uniqueness of our own financial position and implement strategies to see us thriving now and in the future. He's not only good at what he does but he makes sure to share his own understanding in ways that aren't baffling to someone who knows very little about the financial world.

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Vista Financial Group Pty Ltd (ABN 16624573039) t/as Master Your Money Now is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is 85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial.

Vista Finance and Lending, t/as Master Your Money Now is also Corporate Authorised Credit Representatives (No. 522226) of Australian Finance Group (AFG) Pty Ltd ACN 066 385 822 Australian Credit Licence 389087.

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FINANCIAL PLANNER GEELONG

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SOCIAL MEDIA

HOW CAN WE HELP YOU?

FINANCIAL PLANNER GEELONG

NEWS AND BLOGS

You've Paid Off Your Mortgage! Now What?

TESTIMONIALS

SUBSCRIBE TO OUR NEWSLETTER

SOCIAL MEDIA

SUBSCRIBE TO
OUR NEWSLETTER