MONEY KNOW HOW
Evolving and responding to todays’ business needs with more services when you need them.
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!
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.
0412 588 145
Image from Freepik
We focus on delivering quality statements of advice within agreed turnaround times
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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
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
Our experienced team can provide a complete package of services upon request
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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
Our service is totally aligned with the Privacy Act and your AFSL requirements
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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
1
We operate directly inside your client fileWe operatedirectly inside yourclient fileeegreerg
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We operate directly inside your client file
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We operate directly inside your client file
2
Your Practice gathers and provides the client's current information
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We operate directly inside your client file
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We operate directly inside your client file
3
We can handle full data entry based on the Completed Fact Find.
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We operate directly inside your client file
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We operate directly inside your client file
4
Insurance and super/investments can be input by you or by us
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We operate directly inside your client file
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We operate directly inside your client file
5
We draft a tailored Statement of Advice.
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We operate directly inside your client file
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We operate directly inside your client file
We are MorningStar Specialists
Neil leads a team noted for
excellence in service.
Principal - Neil Mackay
Our turnaround time is usually 5 BUSINESS DAYS upon receiving complete information.
Our fee model at MKH works a little differently than others.