MONEY KNOW HOW

New look, enhanced services, same accountable professional back up for your practice

Evolving and responding to todays’ business needs with more services when you need them.

Our foundation brand has had a facelift!  

Money Know How enjoys a high level of Industry recognition for our ability to  adapt and evolve our service delivery  to meet client needs. 
Working with industry leaders means keeping a keen eye on innovation, expanding service offerings, and the new brand image.

Bold, dependable and based on solid credentials
The simple “MKH “ is often a client referral catch cry.
So, you will see less of the old branding in our communications and more of the new. 
Same company, same professional service,
same reliable and skilled team  -
just a new badge!


Enhanced, comprehensive and tailored service. 

Our collaborative relationship as a Preferred Supplier for MorningStar means we can now offer our clients;

Template Design
Coding of Templates for SoA’s
Quotations and other documents

Supporting you with Service Provision that is 100% Tailored to your practice.

Chat with Neil or enquire about all the possibilities when you are next online with one of our team.

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0412 588 145

From Your Desk to Complete SoA The MKH Way 

Outsourcing solutions 
paraplanning,
workflow set up
 training and administrative support

Learn More

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mkh 
Services

We focus on delivering
quality statements of advice
within agreed turnaround
times

We focus on delivering quality statements of advice within agreed turnaround times

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Sample text. Click to select the Text Element.

Adviser Logic Specialists with the flexibility to also work within your chosen platform

Adviser Logic Specialists with the flexibility to also work within your chosen platform

We focus on deliveringquality statements of advicewithin agreed turnaroundtimes

Industry Expertise

Adviser Logic Specialists with
the flexibility to also work
within your chosen platform

Adviser Logic Specialists with the flexibility to also work within your chosen platform

Sample text. Click to select the Text Element.

Sample text. Click to select the Text Element.

Adviser Logic Specialists with the flexibility to also work within your chosen platform

Adviser Logic Specialists with the flexibility to also work within your chosen platform

We focus on deliveringquality statements of advicewithin agreed turnaroundtimes

complete package

Our experienced team can
provide a complete package
of services upon request

Our experienced team can provide a complete package of services upon request

Sample text. Click to select the Text Element.

Sample text. Click to select the Text Element.

Adviser Logic Specialists with the flexibility to also work within your chosen platform

Adviser Logic Specialists with the flexibility to also work within your chosen platform

We focus on deliveringquality statements of advicewithin agreed turnaroundtimes

privacy & compliance

Our service is totally aligned
with the Privacy Act and your
AFSL requirements

Our service is totally aligned with the Privacy Act and your AFSL requirements

Sample text. Click to select the Text Element.

Sample text. Click to select the Text Element.

Adviser Logic Specialists with the flexibility to also work within your chosen platform

Adviser Logic Specialists with the flexibility to also work within your chosen platform

We focus on deliveringquality statements of advicewithin agreed turnaroundtimes

From Your Desk to Completed SoA

1

working within your system

We operate directly inside your client fileWe operatedirectly inside yourclient fileeegreerg

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We operate directly inside your client file

Sample text. Click to select the Text Element.

We operate directly inside your client file

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We operate directly inside your client file

2

information gathering

Your Practice gathers and provides the client's current information

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We operate directly inside your client file

Sample text. Click to select the Text Element.

Your Practice gathers and provides the client's current information

Sample text. Click to select the text box. Click again or double click to start editing the text.

We operate directly inside your client file

3

data
entry

We can handle full data entry based on the Completed Fact Find.

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We operate directly inside your client file

Sample text. Click to select the Text Element.

We can handle full data entry based on the Completed Fact Find.

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We operate directly inside your client file

4

strategy input recommendations

Insurance and super/investments can be input by you or by us

Sample text. Click to select the Text Element.

We operate directly inside your client file

Sample text. Click to select the Text Element.

Insurance and super/investmentscan be input by you or by us

Sample text. Click to select the text box. Click again or double click to start editing the text.

We operate directly inside your client file

5

Soa 
preparation

We draft a tailored Statement of Advice.

Sample text. Click to select the Text Element.

We operate directly inside your client file

Sample text. Click to select the Text Element.

We draft a tailored Statement of Advice.

Sample text. Click to select the text box. Click again or double click to start editing the text.

We operate directly inside your client file

Our Expertise

We are MorningStar Specialists
Neil leads a team noted for 
excellence in service.


Learn More

Principal - Neil Mackay

A BIG difference only takes a quick chat - Let's talk

Our turnaround time is usually 5 BUSINESS DAYS upon receiving complete information.
Our fee model at MKH works a little differently than others.

Learn more

Neil Mackay

+61 412 588 145

Para
planning Pricing

Based on your specific needs
Contact us

Need extra support?

Ask us about tailored services

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