Successful Money Management

Reviews of Successful Money Management

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  Koby Allen Added December 06, 2022

  ★ ★ ★ ★ ★
  Chris & the MYMN team are amazing! They have helped us in a variety of ways from sorting out our super to purchasing our first home. Chris made the process so easy and was incredibly helpful when we didn't understand certain aspects of the buying process. We always come away from our meetings feeling heard, confident in where our money is being invested and how we are working towards our financial goals. We would highly recommend Chris and the team!
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  Zac Demopoulos Added November 28, 2022

  ★ ★ ★ ★ ★
  We weren't in any financial trouble during our search for financial advice - rather, we wanted to take that next step to consolidate and set up our finances for the future - to make every dollar count. Chris and the team at MYMN have been absolutely brilliant. Their approach has been collaborative and individualised to needs. Within six months we had sorted out our insurances, superannuation, budget, wills and investments. We now feel extremely confident with our current position and are excited to see what our investments do for us into the future. Chris and the team are responsive, available and helpful - answering all our questions and offering assurance at every turn. Thanks to the MYMN team!
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  Johnnie Knight Added November 26, 2022

  ★ ★ ★ ★ ★
  Having a young family, personal insurance was a must have. In 2021, getting a cancer diagnosis was something that shocked my family and me. Chris from MYMN was aware of my situation and his support in making an insurance claim eased the burden of financial stress during treatment. Thank you for making the claim process so easy! Couldn’t recommend a better financial planner.
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  Nick (Nickanoms) Added November 25, 2022

  ★ ★ ★ ★ ★
  Since we first made contact with Chris of MYMN through Victoria Devine we have only had a positive experience. Before we had Chris's help we were not budgeting well and saving much at all, and didn't have our insurances in order.  We wanted to become the best we could in our financial situations to set us up for future success.  In just over a year we have managed to save for a house deposit and an emergency fund. The process was absolutely seamless and you are treated like a VIP. I know of others who have had the same experience with MYMN. We will be using MYMN services for a long time to come. MYMN's team are friendly, supportive and makes you feel comfortable when it comes to talking about your financial situations.
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  Brittany Manifis Added November 14, 2022

  ★ ★ ★ ★ ★
  After being made to feel like I wasn't a priority to my previous financial advisor, I was so relieved to have found MYM.
  I reached out to She's On The Money, who referred me to MYM and set up a discovery meeting almost straight away. I absolutely love how prompt this company is, and the lovely Sok who became my financial advisor is an absolute delight to work with and we gelled very well.
  I especially love how my request for a female financial advisor was honoured, and the fact that everything was done over Zoom was so convenient (I'm also based in WA).
  Not only am I at ease knowing I'm set up for my future, but I'm also very excited about my financial journey moving forward from here.
  Incredible service and super accessible! Thank you MYM and SOTM!

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