Financial Planning

Financial Planning Central Coast

Central Coast Financial Planning For Retirement

Financial Advisor

Retirement And Financial Planning

What You Need Know

Are You Looking For A Financial Advisor?

At Tax Stuff, we understand that while we excel in accounting, comprehensive financial planning requires specialised expertise. That’s why we’ve partnered with Martin Speiser, Director of Financial Planning at MASU Group, to ensure our clients have access to trusted, experienced financial advice. With over 30 years of experience, Martin and the MASU team offer tailored strategies that complement our tax and compliance services; particularly when it comes to areas like SMSF investment allocations, wealth creation, and retirement planning. This collaboration gives our clients a complete financial support team, an accountant to ensure compliance, and a financial advisor to help make confident, informed investment decisions. MASU Group can help you with:

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Wealth Creation

Strategic, personalised financial plans to help you build wealth and achieve long-term financial goals with confidence.

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Property Investment

Expert advice to help you identify, structure, and grow your property portfolio with the right financial strategy in place.

Insurance Audits

Review your insurance to ensure you’re adequately covered, with recommendations to reduce risk and protect your assets.

Equity Investment

Guidance on direct shares and equity markets tailored to your risk profile and long-term financial objectives.

Retirement Planning

Plan your ideal retirement lifestyle with tailored super, investment, and income strategies for peace of mind later in life.

Superannuation Audits

Ensure your SMSF is compliant and efficient with detailed audits and reporting, backed by decades of experience.

Masu Group

Personal Financial Planning Backed By 30 Years Expertise

Tax Stuff partnered with Masu Group in 2024 because we noticed a need. Many working professionals on the Central Coast and our clients require the support of a qualified financial advisor. 

As our skill set specialises in taxation, ATO, government tax, and entity compliance, we were not in a position to take this on. Instead, we chose to partner with MASU Financial Management Pty Ltd  | AFS Licence Number 231140 ABN: 78 069 358 498, with whom we already had a relationship and liked their work.

MASU Finance and Mortgages Pty Ltd is a licensed credit service provider, holds an Australian Credit License (No.387896), and is a member of the Mortgage and Finance Association of Australia.

If you require a financial powerhouse team to help you reach your goals, please contact us. One of our senior accountants will contact you to learn more about your circumstances before connecting you with Martin. 

Tax Guide

What is Financial Planning
And What Do Financial Advisors Do?

At Tax Stuff, we know that great financial outcomes don’t happen by chance; they’re the result of informed planning and expert guidance. Financial planning is the process of aligning your money with your life goals, whether that’s buying property, growing your investments, planning for retirement, or securing your family’s future. While we focus on tax and compliance, our trusted partner Martin Speiser from MASU Group brings years of financial advisory experience to help you make confident decisions across wealth creation, superannuation, insurance, and investment strategy. Together, we ensure your accounting and financial advice work hand in hand to deliver real results.

Have a Question?

Contact Us Today

Would you like to book an appointment with one of our skilled accountants? Do you have a question, or would you simply like to make an enquiry? Please fill out our contact form, and a member of our friendly team will get back to you within 24 hours.

FAQ

Questions and Answers About Financial Advisor Services

What is financial planning?

Financial planning is the process of setting and achieving your life and money goals. It covers budgeting, investing, superannuation, insurance, retirement, and more. At Tax Stuff, we refer our clients to MASU Group for personalised, strategic advice that complements your tax planning.

Some financial planning fees may be tax deductible, particularly if they relate to producing assessable income. We can help assess what’s claimable and work closely with your advisor at MASU Group to make sure nothing gets missed at tax time.

Creating a financial plan starts with understanding your goals and financial position. From there, a licensed financial advisor – like our partner MASU Group – can help you map out a strategy tailored to your lifestyle, income, and future ambitions.

To become a financial advisor in Australia, you must complete an approved degree, pass a national exam, and meet licensing and ethical standards. Our partner, MASU Group, is fully licensed and ASIC-compliant, giving you peace of mind with every piece of advice.

Financial advisor fees can vary depending on the complexity of your needs. Some charge a flat fee, others work on a percentage or hourly basis. MASU Group offers transparent pricing and flexible service packages, so you always know what you’re paying for.

Absolutely, if you want to grow wealth, plan for retirement, or make confident investment choices, a qualified advisor can be invaluable. With our trusted partners at MASU Group, you’re getting experience, compliance, and strategies tailored to your goals.

Ready to Simplify Your Financial Plan?

Our expert team is here to provide reliable, tailored solutions that save you time and money.