At MFA, we deliver professional financial advice to valued clients across South Australia.
Whether you are seeking financial advice on superannuation, wealth management, insurance or retirement, we clarify your circumstances, help you set your financial goals, identify actions to take, and develop strategies to meet your personal, professional and business needs.
It’s important that you and your family are protected against those unexpected events, such as illness or disablement, that can negatively impact on your life and livelihood. MFA provides a range of risk insurance offerings that will give you and your loved ones the protection you need and deserve.
Your income is your most crucial asset and our insurance solutions protect both your income and your assets in the event of total and permanent disability, loss of income due to sickness or accident, a major illness, or worse.
At MFA, we provide a tailored service backed by specialist risk advisers with the objective of only recommending products that best suit your risk insurance needs. Our written advice tailors your insurance portfolio to your personal circumstances, financial position and broader lifestyle goals.
At MFA, we don’t just write your insurance policies, we’re actively involved every step of the way.
Whether it be, updating your bank details, informing the insurer of your new address or nominating a new beneficiary, as your adviser, we’re here to assist.
Furthermore, we like to review your insurance policies every 24 months to ensure your levels of cover are in-line with your needs. There is no cost for this review, and this can be scheduled via phone, video conference or in person.
MFA is available when you need us most. We pride ourselves on our ability to manage the claim process for our clients. We deal with the insurer direct and try and make the claim process as seamless as possible.
If you’d like to speak with the MFA team about your Insurance needs, please do not hesitate in reaching out. We’re here to help.
Our focus is on putting people first, not products. We help identify the action you need to take, now and in the future, to build a financially-secure future, regardless of the product that might get you there. From personal and corporate superannuation to estate planning and income protection, our expert advice will assist you with all your financial needs.
We firmly believe in planning for any eventuality or life event. Specialising in holistic financial planning, we help you create a tailored financial plan that takes account of your circumstances, needs and objectives, then offers product solutions that meet those needs, and ultimately guides you towards greater financial security and the life you truly want.
We actively invest in our people to ensure that we provide the best service and highest quality advice to our valued clients. From a suite of experienced financial advisers to our talented client services team, we are successful because of our people, their reliability and dependability, and their first-rate service to our clients every time, as we help you on your journey to greater financial security.
