Minchin Moore Private Wealth is privately owned financial advisory firm that has been serving the needs of individuals, families, foundations and ‘for purpose’ institutions since 2010.

Minchin Moore provide independent financial advice and investment management solutions, helping successful people at every stage in life, make sensible, well thought out decisions about their money.

The vision at Minchin Moore is simple: To be the most trusted, advice practice in Australia, where the sole focus would be delivering excellence in advice and support services that aim to make the administration of your financial affairs easier.

Minchin Moore was formed from a hand-picked team who pride themselves on the highest standard of advice to their clients.

With offices in Mosman (Sydney), Melbourne, Adelaide and Orange and the New England and North West NSW.

New England and North West NSW clients are serviced from offices at Tamworth and Walcha.

Financial advisers Craig Benham and Lucinda Mulligan are based in the Tamworth office with Angus Warden based in Walcha.

The highly qualified team at Minchin Moore specialises in financial advice and individually managed investment portfolios to meet the needs of their clients.

Minchin Moore aims to create fully integrated, holistic financial solutions for regionally based clients and farming families.

The firm believes that its clients have the most to gain by looking at their financial life holistically.

This means building a strategic plan and an investment plan that is tailored to clients’ unique goals and circumstances.

The range of financial advice provided is diverse and unique for each individual or family.

This can include more specific advice on matters such as superannuation and investment through to business succession and family stewardship.

For family based advice and planning, Minchin Moore places education at the core of its advice, offering coaching to family members of each generation, helping the family to articulate their values and establish the framework that ensures the intended legacy transfer from one generation to the next.

At this time of the year, there are specific end of financial year considerations, particularly in relation to superannuation.

Prior to financial year end there is the opportunity to maximise Concessional Contributions (CC), or tax deductible contributions, up to the $27,500 annual limit for 2023/24.

There is also the consideration of ‘Unused Carry Forward Concessional Contributions’ limits.

This rule allows individuals to make additional CCs from up to five previous financial years.

This financial year is the last opportunity to use any unused CCs for the 2018/19 year, as they will fall outside the five-year window after June 30, 2024.

There are eligibility conditions and guidance on how to check your Unused Carried Forward Concessional limit is available via your MyGov records.

There is a significant ‘checklist’ for financial year end planning to consider including other avenues for superannuation contributions such as off-market share transfers, reviewing plans for capital gains along with record keeping and administration requirement to attend to, particularly for self-managed super funds.

Minchin Moore is passionate about investing and can work with you to develop an investment program that allows you to feel confident in your portfolio’s ability to meet longer term
goals.

Key to this is establishing an investment philosophy that meets your risk tolerance and that can guide your decisions on how to invest.

Minchin Moore recognises that each of its clients is an individual, with their own objectives, values and beliefs.

The firm seeks to embody these unique sentiments into each client’s investment portfolio – while simultaneously ensuring that the most contemporary portfolio theory and process is applied to how the portfolio is managed.

Minchin Moore Private Wealth is located at suite 3/level 1, 307 Peel Street, Tamworth, and can be contacted on 02 6777 2223.

To order photos from this page click here