WHAT WE DO


 Murray Mallee Financial Planning can help you stay focused on your goals and keep your plan on track as your life changes. Our clients often tell us that we make the complicated stuff simple.

Planning your financial future empowers our clients to set goals and map out a path to reach them. It also helps our clients protect their progress along the way.

We love investing and everything finance, but more then that we take an interest in what’s important to you and your family.

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HOW WE DO IT

Initially it is the realisation that you want more out of life and for us to have a simple no obligation conversation.

We achieve this by providing quality advice, personalised service and practical ideas to deliver superior solutions.

OUR ADVICE


 Focuses on what you want to achieve out of life and having the money to live your best life possible. We like to do this whilst removing some of the volatility, which basically means smoothing out the financial journey for you.

We often have different advice needs based on our age or stage of life. Our advice when coupled with our ongoing service ensures that we establish a trusted partnership with you.

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READY TO GET STARTED?

CALL US ASK A QUESTION

LIFE STAGES Valuable advice throughout the 4 stages 

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Murray-Mallee-Financial-Planning-Life-Stage-2-Wealth-Accumulators-30s-to-50s

 

 

Murray-Mallee-Financial-Planning-Life-Stage-3-Wealth-Maximisers-40s-to-60s

 

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ONGOING SERVICE PROGRAM

Murray Mallee Financial Planning understands the importance of putting in place an ongoing review process to help you achieve your lifestyle goals.

This process is underpinned by a commitment from both Murray Mallee Financial Planning and you. The tailored service program we create for you to enable your plans to remain on track is often about the relationship that we establish together.

Meet the team

Chuck Audino

FINANCIAL PLANNER

chuck.audino@mmfp.com.au
Chuck is married to Susan and they have 3 daughters, Brooke, Klaudia and Lani who were all born at the Mildura Private Hospital prior to the closure of the birthing section within this hospital.

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Lisa Gourlay

CLIENT SERVICE ADMINISTRATOR

lisa.gourlay@mmfp.com.au
Lisa looks forward to helping our clients or any potential clients with any queries they may have.


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Irene Szalma

CLIENT SERVICE MANAGER

irene.szalma@mmfp.com.au
Irene is there for you every step of the way and can assist you with any queries you may have.


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What our
clients say
about us

  • “Chuck Audino has been our financial adviser for over 10 years now. During this time, we have found his commitment to providing excellent service and quality advice exceptional.

    We feel we are always on the right path to achieving our goals, and when there is a change Chuck reacts efficiently to keep us on track.

    We have also been impressed with Chuck’s willingness to engage with my other advisers (Accounting and Legal) which provides us with peace of mind.

    We meet each year for an annual review where we discuss our progress which importantly helps us understand if we have sufficient funds for our retirement needs.”

    - Neil and Robyn -

  • “We have been clients of Murray Mallee Financial Planning for many years.

    The service provided includes a proactive Review Program as part of our Ongoing Service Agreement.

    We are very thankful for the expertise provided and attention to detail. We meet with Chuck on a scheduled basis for an annual review meeting where Chuck presents a detailed report of our investments performance for the last 12 months, we discuss our current situation and goals to ensure the strategies we currently have in place are assisting us in achieving our goals.

    Beyond our scheduled annual review meeting, Chuck is always approachable to discuss any issue or change and he reaches out to us about particular updates relevant to us. We always feel in the loop, receiving interesting news updates and seminar and function invites.”

    - Bill and Helen -