“We have absolute trust and that comes before everything. We value your professionalism and your experience.
We know that we are getting advice that’s truly objective – and there’s times
when you will tell us that the best thing is to ‘do nothing’ – we value that.” Read More
A Self Managed Super Fund is a very flexible estate planning tool – from paying a tax-free lump sum to a spouse
to a very tax-effective pension to young children.
“I feel relieved. I know I’ve got the right cover and that I’m in a position where I am unlikely to have do go through this process again. With Multiforte’s advice and management of the process, everything was very logical and straightforward. And I know I received good value for money.“ Read More
Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed
Matthew and Anna are thrilled. They no longer pay commission on their premiums. Multiforte streamlined and increased their cover and achieved a saving of more than $3,500 this year alone. The savings will only increase over the life of their policies. Read More
You could save thousands on personal insurance – by obtaining insurance through super or using level or
split premiums
Our clients come to us for unique personal financial advice that secures their best interests. Many are busy, time-poor individuals who own businesses, or hold senior roles in organisations or professional services firms.
To share details of the types of clients we work with, while respecting our clients' privacy, we've included a list below with just their roles and organisation types.
Some of our clients
Executive Chairman, Professional services
Senior Adviser, Professional services
Partner, Legal firm
Director of Risk Management, Legal firm
Lawyer, Legal firm
Head of Institutional Business, Investment manager
Senior Fund Manager, International insurance group
Associate Director, Financial services group
Operations Director, Financial services group
Chief Financial Officer, Global investment company
Managing Director, Software company
Director of Operations, International manufacturer
Director Human Resources, Multinational IT group
Geophysicist, Resources firm
Teacher, Private secondary school
Small Business Owner, Psychologist
Small Business Owner, Professional services
Small Business Owner, Specialist education services
Senior Project Manager, Financial services group
Publisher, Australian publishing firm
We enjoy working with people who are serious about enhancing their financial position and value our professional expertise.
Peter and Julia take control of their retirement plans
After receiving a moderate inheritance, Peter and Julia wanted to start planning for retirement. But Peter was feeling unsettled. He discovered that as he approached age 55, managing his financial life was even more important than managing his working life.
“I want to ensure there is money for us to do the things we want in life, and I want to make sure I leave something for my kids.”
Tim saves $1,500 a year on his insurance premiums
“My number one concern was not having insurance cover in place when I moved to my new role. My old firm was very generous – I knew I had more than enough life insurance and income protection, so it was not something I had to worry about. I’ve got a family with two kids and a mortgage, so I needed to get this sorted.”
Tim was very focused on finding insurances that offered the most comprehensive cover. “I wanted to do this right first time, and ensure I have cover for the majority of potential risks I could face. I also wanted policies that are transferable should I move to a new company in the future. And being an accountant by training, I was also looking for good value.”
Matthew and Anna save thousands on their insurance premiums
Matthew is late 40s and Anna mid 40s. They have four young children and live an active lifestyle. Matthew is a Senior Executive in a major multinational firm.
When their insurance renewal notice arrived in the mail, Matthew and Anna were stunned at the increasing cost of their premiums. “I’m not sure that we’ve got the right cover as we haven’t reviewed it in a while”, said Matthew. “I don’t feel like the premiums are doing their job, and I dislike the fact that some unknown adviser is receiving commissions for doing nothing”.
Matthew and Anna asked Multiforte to help them achieve the right level of insurance at the best price.