Mavuno Wealth.

What’s your dream?

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What’s your dream?

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

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The team

What our customers say

I now have the correct risk insurances in place to protect my family, as well as a small but growing investment portfolio. Thanks, Mavuno!

Moses, MirrabookaMavuno Client

I have a great job in Australia but Mavuno's understanding of the tax system and their forecasting of what I need for retirement has been invaluable!

Mario, YokineMavuno Client

Thanks Mavuno! From employee to business owner. I could not have done it without you.

Zac, LandsdaleMavuno Client

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