MMA Financial Planning is operated by Melissa Azzopardi who is one of Australia’s leading financial planners and has worked with two of the major banks.
MMA Financial Planning is a boutique Financial Planning practice based in the North Western Suburbs of Melbourne.
In setting up her business Melissa’s philosophy is to provide expert ongoing advice to ensure that the changing needs, goals and circumstances of her clients are reflected in their portfolio’s.
“We see our role as a Financial Adviser is to help you make the right decisions about your financial future – to take you from where you are today to where you want to be in the future.”
We conduct ourselves ethically and professionally in every aspect of our work and adhere strictly to the guidelines set out in the Financial Services Guide.
- We get to understand you and your goals
- We analyse your current financial situation
- We research all of your financial data to determine areas for improvement
- We report, where you are now, where you want to be – and what you need to do to get there
- We implement your Financial Planning Report
- We regularly review so that when circumstances, legislation or the markets change your financial plan will remain consistent with your long term goals
Our vision is to provide a standard of professional advice and customer service that exceeds your expectations.