A Trusted Financial Adviser.

For over twenty years, Mary Favelle has been able to provide her clients with the financial confidence that allows them to live their lives with purpose and direction, safe in the knowledge that their wealth potential is both protected and managed appropriately for growth.

AR no: 000287047
CAR no: 000463668
Financial Services Guide

I can help you with:

• Personal insurance

  Nobody wants to think about insurance until they actually need it… but by then it could be too late. Financial protection is a foundation on which wealth accumulation can be built. I will review your current insurance strategy and determine whether it is appropriate for your needs and your goals.

• Investment planning & wealth creation

  I will help you identify the personal goals you wish to achieve, and, assist you with understanding how much financial risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals and your level of financial risk tolerance.

• Superannuation & rollover advice

  Super may be designed for retirement, but it's your money and you have complete control over it today. You are never too young to start saving for retirement, and the earlier you begin, the bigger the financial return over the long-term. I'll help you discover super strategies to make sure you're making the most of this valuable resource, now and into the future.

• Retirement planning

  We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

• Cashflow coaching

  Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

• Generational wealth planning

  At any time, you and your family members live in different life stages. There will be children, young adults starting work for the first time, adults with mortgages and families of their own, and retirees. Each individual has unique goals and objectives and has unique financial planning needs. I'll work with you to create financial strategies that take into consideration your immediate circumstances, as well as those of your loved ones. We can also provide advice to your family members.