“Our advice value proposition is to provide a safe and solid foundation that you can trust ."
Retirement Income Streams
There are many factors that contribute to wealth creation and our job is to help you plan to create your desired retirement income.
How much capital you accumulate and how much retirement income is produced for you hinges on early planning for the retirement lifestyle you desire.
Investment
Through our long term experience investing over decades we will assist you in the process of deciding how to distribute and diversify your wealth among different countries, regions and types of investments. We will align your investment portfolio with your appetite for risk, goals and objectives.
Tax Advice
We understand that tax is a specialist area and we partner with accountants and other tax professionals to provide our clients with exceptional advice tailored to their needs, goals and objectives.
Our Values & History
Monument Private Wealth has a history that stretches as far back as 1983 and was established to provide specialist financial advice to individuals, families and corporate clients.
We are a privately owned financial advice business based in Melbourne and have been providing Financial planning and insurance services to clients all over Australia for almost 40 years.
Andrew Havers is the principal financial adviser and owner of Monument Private Wealth and has 30 years of experience in financial services.
At Monument Private Wealth we are constantly reminded that the financial planning services we provide to you honours the protection, preservation, and creation of your wealth not only for you but your family and future generations to come.
Monument Private Wealth signifies a solid foundation and a safe pair of hands that you can trust for your wealth and its management.
We advise clients in the areas of superannuation, retirement planning, Investment portfolios construction, personal risk management, tax, self-managed super funds, salary packaging, aged pension, residential aged care and estate planning.
Our customers come from a wide range of backgrounds and industries including mums and dads right through to high net worth individuals and families.
At Monument Private Wealth we have the experience and knowledge gained from working in the some of the largest financial institutions in Australia and we bring that institutional rigour and insights to our clients.
Our desire is to transfer all our experience, skills and knowledge in helping and partnering with clients and to do what is in their very best interest and we are passionate about partnering with our clients to assist them to achieve their financial, lifestyle and retirement goals.
In an age of do it yourself investing and run of the mill generic advice, I fundamentally believe we provide our clients with a specialist approach including making complex financial concepts easy to understand, regular communication, outstanding customer service and affirmation that they are implementing a plan to financial wellbeing for future generations.
Our success with clients does not hinge on becoming a better financial analyst but rather on being a mentor and trusted partner and illuminating what is possible for their wealth goals by showing them how to attain success.
Our comprehensive advice value proposition is to simplify financial matters and not over complicate them.
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