Paving the Path to your desired lifestyle
Offering financial guidance to bring clarity, insights, and a collaborative partnership
About us
MJM Private Wealth is a boutique financial planning service that bridges the gap between accountants, solicitors, and the financial services community.
We specialise in working with professionals, pre-retirees, and high achievers to build and preserve their wealth.
We provide clarity, insights and work in partnership with our clients to provide tailored personal advice to help them to achieve their life goals.
Our Value
Clarity
We provide clarity to our clients as they navigate their way through the maze of options surrounding wealth creation, retirement planning and tax effective strategies. We are upfront in all aspects of our relationships with our clients and will always put their interests first and foremost.
Insights
We specialise in building, managing and preserving the wealth of our clients. We use our expertise to provide them with insights appropriate to their specific life stage requirements. This results in the development of strategies that will provide optimum financial outcomes.
Partnership
We listen carefully to clients’ objectives and break these into goals. We then report on the progress of these goals as they are achieved. Throughout this process we utilise the latest research and financial tools to ensure outstanding results for our clients.
Professionalism
We comply with the Code of Ethics issued by ASIC which is a set of principles and core values which lay the foundation of our profession. We are committed to offering professional services in accordance with this Code which is is incorporated within every aspect of our professional conduct.
Our Principal Financial Adviser
For more than ten years Michelle Li, our Principal Financial Advisor, has earned an excellent reputation within the industry as well as having strong and valued relationships with her clients.
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Prior to joining MJM Wealth, Michelle held prestigious Financial Advisor positions within premium institutions including ANZ and Westpac.
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Michelle specialises in providing holistic financial advice pertaining to superannuation, SMSF, investments, risk management, retirement planning, wealth creation and personal insurance.
Education Background
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Certified Financial Planner (CFP®)
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Master of Financial Planning
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Bachelor of Finance
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SMSF specialist
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Margin lending specialist
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Aged Care specialist
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FASEA Financial Adviser Exam
Our Principal Financial Adviser
Katie has extensive professional experience in leading institutions and major banks over 20 years, with the first personal financial advice delivered in 2015.She obtained a Bachelor of Commerce, a Bachelor of Arts, an Advanced Diploma of Financial Planning, and was in the top five female Master of Business Administration (MBA) graduates from the University of Technology, Sydney (UTS) in 2011.Katie enjoys working side-by-side with her clients to provide clarity of what financial security looks like to them and navigate potential roadblocks on the journey to achieve their goals.
Her clients appraised her for the goal-based focus, educational and thorough approach, strong technical knowledge, and her care and dedication.
Katie specialises in providing holistic financial advice pertaining to Superannuation, Self-Managed Super Fund (SMSF), Investment, Retirement Planning, Tax Management, Debt Management, Social Securities, Wealth Creation, Wealth Protection and Estate Planning.
Katie also endorses ESG (Environmental, social and governance) investments and loves participating in charitable activities like STEPtember, Operations Smile and Cure Cancer.
Education Background
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Master of Business Administration (MBA)
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Bachelor of Commerce
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Bachelor of Art (Hons)
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Advanced Diploma of Financial Planning
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SMSF specialist
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Margin lending specialist
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Aged Care specialist
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FASEA Financial Adviser Exam
Our Services
Let's have a quick chat
Whether you have a clear vision of your needs or are unsure where to begin, our Adviser is prepared to help.
Talk to us today
02 8065 7526