Brett Muir

Mcg Advisory

Platinum
13 Yrs Experience
Camberwell, VIC 3124
I am a Certified Financial Planner (CFP™) passionate about providing my clients with education and strategic based advice. It was this passion to continue improving financial literacy and quality advice that saw me found MCG Advisory Our services include Financial Planning, Mortgage Broking, Small Business Advice & Corporate Advisory, and Financial Coaching. Our priority is to provide personalised financial advice and solutions tailored to achieve the objectives of our clients. We focus on building long-term relationships, working with you to ensure your goals are understood and managed, and putting you on the path to financial independence. Our clients can rest easy knowing our advice is time tested, thoroughly researched and based on sound financial principles. We will be there with you every step of the way to guide you in making informed and educated decisions about your financial future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 19
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Finance
  • Language spoken
    • English

Mcg Advisory

1198 Toorak Road
Camberwell, VIC 3124

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
19 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"I have worked with Brett Muir at MCG Advisory for a number of years and his service is exceptional. He always has his clients' best interests at heart which is what you want in a financial planner. Highly reccomend!"

  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"we always have excellent communication with Brett."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has been our financial advisor for more than 10 years and was instrumental in helping us establish our SMSF. He is genuinely interested in our well being, knowledgeable of the industry and always available to take my call."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has been my personal adviser for over 7 years and has been outstanding on all matters. He has excellent knowledge of current legislation and trends in his field. No job has been too big or too small. His level of professionalism is exceptional and I frequently recommend him to friends and family."

  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett assisted us in purchasing our first home. With his support the entire process was far less stressful than when we had attempted to do this on our own in the past. He was extremely available and no question was ever too silly for him to address. Definitely would recommend."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A trusted advisor who has strong ability to navigate you through all your dilemmas you may have while choosing insurance plan."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is a great Financial Planner, he is very reliable. He provided a great explanation in our recommended strategy to ensure that we both understood the advice and the best steps for our financial situation. Brett has a lot of experience in the industry and is knowledgeable. Thanks Brett for helping our family with our financial situation."

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett helped us buy our first home. He was very accessible and explained the process thoroughly. We wanted a green/eco loan and he found us a rate more competitive than advertised with a bank that did not have investments in fossil fuels."

  • Insurance Protection
  • Socially Responsible
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has been a wealth of knowledge regarding our mortgage and investments. I can't recommend him highly enough. As first home buyers, I couldn't think of anything more daunting than navigating our way through the unknown. However, Brett went above and beyond to help us gain a mortgage that was perfect for us and has continued to assist us in getting the best rates."

  • Self Managed SuperFunds
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is a very competent and approachable advisor. Very quick in providing requested information and a great source for valuable contacts in the investment world. Would recommend Brett to family and friends."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2008

Diploma of Financial Services (Finance and Mortgage Broking Management)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Bachelor of Finance

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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