Andrew Dalton and Mi Wealth Plan
Mi Wealth Plan has been established since 2011, and is a family owned financial planning business with its roots in Quinns Rocks, Perth.
Andrew Dalton, the director and owner believes that the world of financial planning is a challenging one, but has the conviction and belief that doing the right thing by people is number one in his priorities.
Andrew comes from a strong technical background, having served his time performing technical maintenance on all manner of instrumentation.
A true family man, Andrew left his FIFO life to embrace change in his role as a financial planner – an industry he has been involved in since 2007. Thankfully, the diverse nature of our experiences has left us able to translate technical jargon into a language most people seem to understand!
Flexibility is key to the being able to meet the ever changing needs of our clients, and with our staff being fully mobile we are able to meet our clients in the comfort of their own home or our centrally located offices in Osborne Park. We realise that work is important, which is why our evening appointments are the first to be booked out in a week.
Education is one of the most important services we provide to our clients.
Whether it is helping you understand how to budget and control your finances or enabling you to purchase a property via super, we spend the time helping you understand in layman’s terms just exactly how any recommendation we make will impact on you and your family.
Above all else though, we believe that one of the most important roles we perform is to be a motivator for you to succeed and our regular reviews are an integral part of our process to motivate you and push you to achieve.
Most people have a reasonable idea of what they are doing right now, and some may have even written down some goals that they want to achieve. That’s when everything is going good. Unfortunately, not everybody plans for the times when things aren’t going so well. Fortunately we can sit down with you and discuss what effect it might have on you and your family in the event of death, sickness or some major illness.
Whether it is setting S.M.A.R.T. goals, reducing your debt, setting up good savings habits or looking at what your options are for an investment suited to you, we have the experience and knowledge to ensure that no matter your needs we are well placed to guide you and motivate you to succeed.
Wealth in Retirement
Isn’t it strange that the government is always changing one rule or another in the budget? Well, it’s confusing to most people and one of the important roles Mi Wealth Plan performs is helping people understand just what the latest budget changes might mean for their retirement.
- Does that change to contribution limits mean you can tweak your strategy?
- Is your old strategy in need of a change as it is no longer valid and penalties apply?
Planning for your retirement is as exciting for us as it is for you, as there are many strategies that we can use to help you get the most out of your retirement.
If you require financial assistance now or for your future, Mi Wealth Plan can provide the right strategy for you to set your financial goals. Contact Andrew Dalton and receive the advice you need to achieve them.