wealth management services
A financial planning service that understands the needs of people in entertainment, media and the arts
What is Moneypenny Wealth Management?
The name Moneypenny has been an integral part of Entertainment, Media and the Arts for over 25 years. Moneypenny has a proven track record of competency and effectiveness in financial management.
Moneypenny Wealth Management Services Pty Limited (MPWM) is a Member Firm and Corporate Authorised Representative of Genesys Wealth Advisors, one of the largest financial service groups in Australia with 85 member firms nationally and over $4 billion in funds under advice.
MPWM is uniquely positioned to provide quality financial advice in areas of Wealth Creation, Retirement Planning, Estate Planning, Debt Management and Wealth Protection.
Warren Skinner and Steven Macarounas (of Skinner Macarounas Pty Limited) are principals of Moneypenny and authorised representatives of Genesys. Steven and Warren have been advising individuals, companies and their staff for over 15 years. Their wealth of experience and progressive attitude is evident in the innovative, custom tailored financial planning solutions provided to their clients.
Why do you need this type of service?
Whether you are an employer, employee or self-employed, financial planning and portfolio management requires knowledge, expertise and resources.
In a marketplace offering greater choice than ever before, the process has become increasingly complex. That’s why you need professional help from people with an understanding of the issues relevant to your industry and the ability to make the hard decisions easy, through expert advice, an individual approach and a strong service ethic. This is illustrated further by the Genesys Wealth System.
Financial planning services include:
Superannuation and Employee Education & Advice
Cost-effective super solutions tailored to the specific needs and corporate culture of each client. Employers are able to offer employee access to comprehensive financial services – a worthwhile benefit for the employees. These consist primarily of:
- Education; to demystify the complex area of superannuation
- Financial planning support; tailored to an individual’s lifestyle goals
- A flexible, portable plan for each member
- Advice on the most appropriate superannuation fund
- Advice to guide members in their choices
- The ability to consolidate previous super into one plan
- Web based access to education and information
Investment planning
Expert advice on structure, strategy and implementation of investments outside the superannuation environment. Providing access to retail and wholesale investments offered by a multitude of fund managers, clients can access an impressive range of investment products and strategies.
Insurance cover (life insurance and personal risk management)
Providing advice on the most appropriate ways to insure against financial loss in the event of injury, illness and death.
Finance
Advice on consolidation and implementation of mortgage and personal loan arrangements.
Retirement planning
Advice on retirement planning, and assistance in structuring superannuation benefits to achieve an adequate income stream in retirement.
Estate planning
Offering comprehensive advice on estate planning and structuring wills to suit your requirements.
What to do next?
For information or to make an appointment for a free introductory consultation:
- Call: (02) 9362 5050
- Fax: (02) 9383 4581
- Email: wealth@moneypenny.com.au
Key people and providers
Drawing from a depth of experience and understanding of the unique conditions and needs in the arts, media and entertainment industries, Moneypenny Wealth Management has assembled people and providers with the specific competencies required.
The principals are:
Penny Carl, former Australian/Veuve Clicquot Business Woman of the Year, founder of Moneypenny Services and well known for her work in the film and entertainment industry.
Jane Corden, principalof Moneypenny Services Pty Ltd, the leading film and theatre production accounting firm in Australia . Recognised internationally for her knowledge and expertise in all facets of entertainment industry accounting
Penny Carl and Jane Corden are not authorised representatives of Associated Planners and are thus not authorised to give advice to clients in relation to financial service matters.
Steven Macarounas, authorised representative of Associated Planners Financial Services Limited. Steven is a corporate superannuation specialist with 17 years experience in delivering the key elements of well-designed employee benefit plans and superannuation arrangements.
Warren Skinner, authorised representative of Associated Planners Financial Services Limited. Warren is an estate and financial planning specialist who for the past 10 years has provided comprehensive investment, retirement and estate planning strategies based on the analysis of individual needs, objectives and circumstances.