Modern You Financial Planners
"They're MY Financial Planners"
Located at the iconic five ways in North Albury, MYFP is a locally owned and operated business in Albury/ Wodonga who understands the needs of our local community.
The team, lead by multi industry award winner and industry mentor Daniel Jackson, is dedicated to helping our clients take control of their finances and have the freedom to create, live and protect the lifestyle they want to live.
As fully FASEA compliant professionals, our holistic planners can assist you in
From tax effective investing,
building your super,
starting a savings plan to
saving for your first home or holiday,
we help you help you establish what your circumstances are and the journey that you need to take to achieve your goals.
The Advice Journey
We understand that every person has different needs and objectives, and every persons circumstances and journey is unique to you. To help you begin taking control of your finances and experience the freedom to create, live and protect the lifestyle that you want, the advice journey can be broken down into 4 easy steps:
1. Getting to know you
At our first meetings, we conduct a financial check up were we take the time to get to know you, find out where you are at with your finances, what you would like to achieve and if we are able to help you. These initial meetings are complementary.
3. Taking action
Once we have presented our advice document, we will then work with you into putting the plan into action making following the recommendations with ease
2. Putting a plan together
Once we have an overview of your circumstance's and it is established that we can help you achieve your goals, we will then put a strategy together and present you with an advice document outlining our recommendations.
Not every plan happens overnight, that is why we offer you ongoing support through our Winning Ways program to help you stay on the right track through your journey