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Your financial freedom hinges on smart wealth building and careful management. We’re here to guide you through every stage of your financial journey with clear strategies and professional advice, ensuring your family’s financial security. Let us help you protect and grow your wealth with a plan that evolves with your life.
Getting a Grip on Your Finances
Just starting your career or setting up your first home? We’re here to help you make smart money choices from the get-go. Learn how to manage your income, tackle debts, and save effectively with practical advice tailored to your new financial independence.
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Growing Your Financial Base
As your earnings increase, so should your savings. We offer straightforward advice on investing, saving more, and preparing for bigger goals like buying a home or funding your children’s education. It’s all about making your money work harder for you.
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Preparing for the Future Now
Retirement might seem far off, but it's crucial to start preparing early. We guide you on how to build a nest egg, offering strategies for savings, investments, and preparing for unexpected changes. Let’s make sure you’re set for the long haul.
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Living the Dream without Financial Stress
Retired and ready to enjoy life? We help ensure your finances keep pace with your lifestyle. Whether it’s adjusting investments, managing estate plans, or just ensuring your savings last, we’ve got your back every step of the way.
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Our team is professional, reliable, and experienced. You can trust that all the financial advice we provide is rooted in deep industry knowledge.
We prioritise your needs, creating customised and unbiased financial plans to guide you towards achieving your financial freedom.
Understanding the importance of financial literacy, we provide continuous guidance and education to empower your financial decision-making.
With expert knowledge of social security legislation, we help you maximise your entitlements and enhance your investment returns.
We access fully researched insurance products that balance cost with protection, ensuring your wealth and lifestyle are safeguarded.
Our investment strategies are tailored to meet your short, medium, and long-term financial goals, based on your unique financial situation and objectives.
Led by Amruta Shah and Monica Tatton, our team with over 38 years of experience delivers strategic and prudent financial advice, helping clients secure a prosperous future.
We begin by understanding your financial situation, goals, and what you aim to achieve through our partnership.
Next, we assess your current assets, investments, and financial strategies to build a comprehensive profile.
We then create a personalised financial strategy and outline the steps we recommend to meeting your objectives.
We present our recommendations, explaining the rationale behind each suggestion and how it benefits your financial future.
Finally, we put the plan into action and schedule follow-up meetings to ensure everything is progressing as expected and make adjustments if necessary.
Monica brings 20+ years of experience in Taxation and Business Services to her role as a Chartered Accountant and owner of a successful chartered accounting firm. Holding a Bachelor of Commerce in Accounting and a Diploma in Financial Services (Financial Planning), Monica is also a qualified Financial Advisor. Her dual expertise in accounting and financial planning has enabled her to integrate a Financial Planning business into mtwo, enhancing the range of services we offer to clients. Known for her strategic approach and commitment to client success, Monica excels in delivering comprehensive business solutions and personal financial advice. Her leadership for 14 years in managing the firm underscores her dedication to excellence and client-focused outcomes, making her a trusted advisor in the financial community.
Suite 18, 9 Seven Hills Road
Baulkham Hills NSW 2153
(02) 9686 8166
134 March Street
Richmond NSW 2753
(02) 4578 4333
mtwo financial planning is a corporate authorised representative CFSL 1239634 of GPS Wealth Pty Ltd.
AFSL 254544
ABN 17 005 482 725
Suite 18, 9 Seven Hills Road
Baulkham Hills NSW 2153
(02) 9686 8166
134 March Street
Richmond NSW 2753
(02) 4578 4333