Michael Ibbotson is licensed to Security National Financial Services Pty Ltd. His parents founded this business in the early 1980’s. He has grown up around financial planning; he studied financial planning at RMIT University, has over 12 years experience in the industry and is now an active goals based financial planner whilst also managing the AFSL which now has over $400m in funds under advice, 22 staff and 7 highly qualified Financial Planners. Security National is a family owned business with no tied to banks, fund managers or other institutions.

Industry Funds and larger advice groups simply cannot provide you with the same unbiased highly personalised service.

MasterMoney is Michael’s service program which assists you to achieve your goals and master your money.

Michael ask’s you the hard questions during the discovery phase which will lead to a life plan suited to your needs. No nonsense and no conflicts.

You have responsibilities, take control and have all areas of your financial life explained. From super to property ownership to insurance advice. You will Master your Money with Michael.

The best course of action will be recommended based on the information you provide, your tailored plan will then be implemented once Michael is satisfied you understand it. It will then be monitored and altered based on your needs and life’s changing events. You will be kept in touch, informed and presented with new opportunities as they arise. If you chose Michael and his team can also actively manage your investments.

To find out how you can work with Michael and his team and how MasterMoney can assist you meet your goals call Michael for a no obligation chat. Take the first step to securing your future.

Take control of your financial future, plan for security with Michael Ibbotson and MasterMoney services. Contact Michael on 03 9510 5400 or email mibbotson@secnat.com.au to find out how you can efficiently and easily master your money.

MasterMoney Process

1. Introduction to the planning process and establish the foundation for a long term life plan and relationship.
2. Discovery process, meetings, phone calls and emails.
3. Statement of Advice (SoA) development.
4. Financial Plan (SoA) presentation and discussion. Your home, online or at one of our offices.
5. Implementation, this may include not only a structural implementation but also investment advice and portfolio construction.
6. Ongoing Review and monitoring. This is perhaps the most important part of the planning process and represents the most crucial component to you successfully meeting your goals and ambitions. Our ongoing relationship involves a very active program of regular contact, reviewing the progress of your strategy, discussing changes as required, evaluating and considering life events as they occur ensuring your plan is relevant and your goals are met.