Mayfair Finance Group / Mayfair Wealth Management

Address:

Level 1, Suite 13
296 Bay Road
Cheltenham, Vic 3192

Postal:

PO Box 5186

Hughesdale Vic 3166

Phone:

03 9585 8755

Fax:

03 9585 5390

About Us

Complete strategies, advice and solutions for wealth creation and protection

Financial Advice & Planning	Business Planning	Wealth Protection	Finance
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Who is Mayfair Wealth Management?

Mayfair Wealth Management is a unique financial services firm which has been providing professional financial advice to personal and business clients. We pride ourselves as a hard working team dedicated to ensuring our clients achieve their family and business goals.

Paul Antos - Founder / CEO

Paul has been involved in the financial services industry for almost 15 years and is a qualified Financial Adviser.

Paul is a specialist adviser in the areas of Self Managed Superannuation and Business Succession Planning.

Paul's responsibility at Mayfair Wealth Management includes the role of Managing Director and the firm's Senior Adviser.

Why Mayfair Wealth Management?

Our group is lead by experienced and highly qualified professionals who work with integrity and honesty and aim to build long term relationships with our clients. We represent our clients, not financial institutions, and we strive to provide the most appropriate advice at any given time.

We are a 'Fee for Service' practise - this means that we do not collect commissions on any investment or superannuation products. We provide transparency in costs and fees with written quotes and full disclosure.

We aim to be the first point of call for all of our valued clients seeking advice in all areas of financial services.

Our Advice Process

√ Initial no obligation consultation

√ Collecting of information and understanding your situation

√ Identifying needs, goals and concerns and wants

√ Research, analysis and strategic planning

√ Preparation and delivery of our advice

√ Acceptance or modification of our plan by you

√ Strategy implementation

√ Regular reviews

Professional Associations

We are members of the Association of Financial Advisers (AFA) and the Mortgage & Finance Association of Australia (MFAA).

Through these Professional bodies we are kept up to date with regulatory changes, industry education and important news.

We also undertake regular professional education and training to stay abreast of vital information needed to ensure our advice is always sound.

We also work with a number of accounting, legal and property professionals to compliment our business and we encourage our clients to utilize these links.

Obligation free discussion

Our first appointment of between 45min - 60 minutes is a no obligation discussion and we bare the cost. Why not call our office to make an appointment for a confidential discussion - it could save you money, time and put you 'back on track' to achieve your dreams and goals.

Request a confidential call back from our office to discuss your financial situation or call us on 03 9585 8755.