At Mavuno Wealth, we believe that all our clients should aspire to achieve the Australian dream: financial security for you and your family.
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Our story
Mavuno Wealth was established in 2016 by Paul Hersey and Tim Jones and operates in the areas of wealth creation, superannuation, investments, risk insurances, retirement planning and estate planning.
Services
Financial Planning
We will work with you to understand your goals, financial position and risk profile. We will help you model the best path to your goals. Strategies include: budgeting, property, superannuation, investment options and taxation planning.
Mortages and Credit
We will help you to find a competitive mortgage for your home or investment property. We can also assist with locating business loans and other finance needs.
Risk Insurances and Wealth Protection
We will work with you to ensure your loved ones are cared for if anything happens to you. We can help you identify suitable insurances to protect your love ones and your financial position.
Retirement and Estate Planning
We will help you to transition to a financially sound and fulfilling retirement with a tailored plan. We will work with you to ensure your loved ones are looked after.
Mortgages and Credit: Clinkclunk Pty Ltd trading as Mavuno Wealth is an authorised representative of Red Rock Brokers Group Pty Ltd (ACL 4059621). Financial Planning, Risk Insurances and Superannuation: Mavuno Financial Planning is an authorised representative of Sentry Financial Services Pty Ltd (AFSL 286786)
Get Your Investments Performing!
1000000
Pay Down Your Mortgage!
500000
The Difference
Work with us to improve your financial position
Learn MoreThe team
Paul is an experienced senior executive and CEO and has extensive experience as a Director within PwC’s Advisory practice where he advised many clients. Paul is a qualified and experienced financial planner and mortgage broker.
Tim is a lawyer by background and is an experienced senior executive and CEO. He is a qualified financial financial planner and mortgage broker and is passionate about helping our clients achieve their financial goals and dreams.
What our customers say
What’s your dream?
Arrange a chat with one of our dedicated team of financial or mortgage professionals to develop and implement your financial plan or find you a competitive mortgage.
Contact us