Let’s talk about you.
Mason Wealth Management
No jargon. No mystery. No problem.
Welcome to Mason Wealth Management, the people who make financial planning make sense. We’re a professional wealth management company with decades of experience and a long list of forward-thinking clients who have been with us for many years. We have a reputation for excellence in the industry and for cutting through the market clutter to give our clients the best advice so that they can make better decisions for excellent results.
Call us. Ask us about wealth management, a mortgage, a pension, investments or protection plans, and see for yourself.
We’ll give you impartial advice because we’re not tied to one investment house, bank or insurance company.
Our senior consultants have decades of experience in all types of financial planning and financial management that delivers great results for our clients.
We take a holistic view, bringing greater choice and more products to the table, from several sources for maximum flexibility. We’ll then stay with you, advising and guiding you towards your financial goals.
Our clients are just like you. They range from first time home buyers to people thinking about retirement and succession planning to company owners and directors seeking to maximise the best possible financial outcomes from their businesses. In other words, everyone and anyone who wants to talk sensibly about money, at whatever stage in life they are at. When a client comes to us, they stay with us. For years.
Don’t just take our word for it
“We have had a fantastic experience with Mason Wealth Management. They show genuine understanding and care for us as their client, not just the wealth that we are investing with them. We constantly feel we are being given the advise that is best for us and the command that the firm shows of our portfolio and its active management is both impressive and very reassuring. I'd recommend them to any personal investor.”
“As we're about to start a family, we felt the need to chat to a professional for some advice on how to best manage our finances. The insight and advice we got was far beyond what we could have hoped for! No matter what life stage you're at I've no doubt you'd get immense value from a consultation with Mason Wealth Management.”
“Mason Wealth Management was recommended to me by my accountant over 15 years ago and I'm still getting advice from them even now. What I liked from the start was that you get impartial advice and you do not feel like they are just trying to sell you products. They are on your side and are your advisors. I would not hesitate to recommend Mason Wealth Management.”
“Wanted to get a clear picture of my financial health, and went into the process with Mason Wealth Management with some trepidation. Really positive experience, they did a really great job of making things very clearly to me and came out of the process feeling really good. Would highly recommend.”
“Mason Wealth Management provide us with really sound financial advice based on a real life understanding of our lifestyle choices. They give us the confidence to live our dreams.”