Welcome to My Wealth Strategy

 

Financial Planning and Advice looks at the creation, growth, protection and ultimately the enjoyment of wealth.

The ultimate goal of good financial advice is financial freedom.... Having the freedom to do the things you want, when you want.

Seeking advice can help you prepare for life’s financial ups and downs and help you achieve future security.

The number of investment options, complexity of changing legislation and changes to your own personal situation means it’s getting harder to make informed decisions without the help of a financial advice professional.

Appropriate and quality financial advice can help you to make the most of your financial resources, to protect against life’s ups and downs, and help you to reach your personal and business goals.

Here at My Wealth Strategy, we are proud to be a referral built business, based on lasting client partnerships.

 

 

Investment

Superannuation / SMSF

Retirement Advice

Personal Insurance

Estate Planning

Business Solutions

What our clients say

“My wife and I have been clients for several years. Bruno has diligently managed all areas of our financial requirements including superannuation, life insurance and Income protection. We have been extremely happy with the level of service and professionalism provided by Bruno who takes time to explain different options on how we can successfully achieve our financial goals. He is also readily available to answer any questions and provide any information as required. This level of service allows us to feel satisfied in the fact that our ongoing financial needs are being professionally monitored”

Paul & Tania Alfredini, Templestowe – Valued clients since 2008

“We have been clients of Bruno Dimasi for many years now. He has been a tremendous help to us as we adjusted to life as retirees. We felt an instant rapport with him and knew that he was a person we could trust to guide us in all our financial decisions. He made it all so simple and always explained everything so that we were fully aware of all our options. When we needed more help in sorting out the finances of other family members, we approached Bruno, who once again gave invaluable advice. We have a high regard for Bruno’s work ethics and would recommend Bruno and My Wealth Strategy to anyone who wants excellent and relevant financial advice”

Oswald & Mirella Cordina, Bulleen – Valued clients since 2005

“I have been working with Bruno for over 10 years. I have relied on Bruno to advise me with respect to insurances, share investments, gearing, investment loans and superannuation over that period. I also have arranged for Bruno to advise my mother with respect to her superannuation and her transition from working full time to retirement. Bruno’s strengths lie in his solid and trustworthy advice, his networks of additional advisors and above all else, his commitment to client service and developing lasting trusted advisor relationships with his clients. I feel lucky to have found such an advisor at a young age and thoroughly recommend his services to anyone. I also know that my mother’s financial position and all the necessary administrative issues with Centrelink will be well looked after by Bruno in her retirement, which creates tremendous peace of mind for both myself and my mother”

Richard Wilkinson, Nunawading – Valued client since 2005

“Bruno has been looking after my financial position and that of my family for many years now, from my superannuation and income protection through to my life insurance. He also assisted with pension and Centrelink issues for my parents. I have found him a clear communicator, allowing me to understand the exact situation to make informed choices. No hesitation recommending his services to people that ask. His expertise and level of service is refreshing. He is worth a chat!”

Dan Proietto, Bulleen – Valued client since 2010

Our Product Providers

AIA Australia
AMP
Asgard
Asteron Life
BT
Colonial First State
CommInsure
Macquarie
MLC
TAL
Zurich

Contact Us

Office: 7 Fettling Street, Preston VIC 3072
Postal: PO Box 4067, Gilberton VIC 3072
1300 001 697

© Copyright since 2017

The information (including taxation) is general in nature and does not consider your individual circumstances or needs.

Do not act until you seek professional advice and consider a Product Disclosure Statement.

The website holds information for ‘Australian Residents only’.

My Wealth Strategy is a Corporate Authorised Representative of Lifespan Financial Planning - ABN: 23 065 921 735  |  AFSL: 229892