We make wealth creation simple, structured, and achievable, giving you the confidence to invest smarter, manage your money well, and build a secure future. With smart wealth management, practical planning, and support from an integrated team of financial planners and mortgage brokers, you’ll have clarity around where you are today, what’s possible, and the steps to get ahead.
There is no obligation, just an initial conversation to kick start your financial freedom.
Whether you’ve got a mortgage or you’re looking to get into the market, a Home Loan Health Check Clarity Call will help you understand your options and what to do next simply and clearly.
Wealth creation looks different for everyone, but the goal is always the same: to feel confident, in control, and clear about your financial direction. Our wealth creation services are designed for Australians who want to build long-term security through smart, strategic decisions that fit their lifestyle.
We help you build a structure around your income, investments, cash flow, debt, and superannuation so each area supports the next. That might mean creating an investment plan that suits your goals and risk profile, reviewing where your money is going, and identifying opportunities to grow your wealth through diversified portfolios, managed funds, property, or long-term superannuation strategies.
Wealth Creation Is Ideal For:
A Self-Managed Super Fund gives you greater control, flexibility and choice over how your retirement savings are invested, but it also comes with responsibilities. We help you understand what an SMSF involves, whether it’s the right fit for your goals, and how to manage it with confidence. Our role is to simplify the process, guide you through your obligations and ensure your SMSF supports your long-term wealth and retirement strategy.
Retirement isn’t just the end of your working life; it’s the beginning of a new chapter. Whether you’re only starting to think about retirement, building momentum in your super, or preparing to transition into a different phase of life, we’re here to guide you through the decisions that matter. Our goal is to give you clarity, confidence and the freedom to live life on your terms.
Planning and protection is about making sure the life you’re building is secure, no matter what happens. We help you put the right protections in place, with clear explanations, personalised guidance and support at every step. We make the process simple and stress-free. You’ll understand exactly what your protection covers, why you need it, and how it helps secure the future you’re working hard to create.
Income and investment planning is about giving your money direction, with a clear, structured strategy that helps you grow wealth with confidence. We make the process simple and practical, helping you understand where your money is going, how to improve your cash flow, and how to invest in a way that suits your lifestyle, risk comfort, and long-term goals.
We don’t just create wealth plans; we help you build a financial future that feels clear, achievable, and aligned with your life. Our approach is personal, practical, and built around understanding your goals before anything else. We look at the full picture: your income, debt, investments, superannuation, risk profile, and the lifestyle you want now and in the future. This means every recommendation works together, not in isolation.
Because we’re a fully integrated firm offering financial planning and mortgage broking under one roof, you benefit from a strategy that connects every part of your finances. Your investments support your cash flow. Your lending structures support your long-term wealth. Your superannuation aligns with your retirement outlook. Nothing is left to chance, and nothing is left disconnected.
We focus on giving you clarity and confidence, backed by evidence-based investment approaches, tax-effective strategies, and a team with deep wealth management experience. With over 13 years in business, national recognition, cutting-edge advice systems, and a genuine commitment to client outcomes, we’re here to help you make progress that’s measurable, meaningful, and sustainable. When life changes, we adapt your plan, so you always know exactly where you stand and what’s possible next.
Wealth creation starts with a clear plan. This usually begins by understanding your income, expenses, debts, and goals, then building a strategy that combines saving, investing, and smart financial structure. You don’t need to be an expert; our planners help you identify the right opportunities, reduce financial pressure, and use your money more effectively to grow long-term wealth.
There’s no single “best” wealth creation strategy; it depends on your income, risk appetite, timeframe, and what you want your money to achieve. We help you create a fitted investment plan that balances growth and protection, using diversified portfolios, tax-effective structures, and long-term strategies that evolve as your circumstances change.
A financial adviser brings experience, structure, and clarity to your financial life. We look at your whole picture, cash flow, investment planning, superannuation, debt management, tax efficiency, and risk protection, so every decision supports your bigger goals. With the right guidance, you avoid guesswork, reduce costly mistakes, and make consistent progress over time.
You don’t need a large amount; consistent investing over time is often more impactful than saving a big lump sum. Even small, regular contributions can grow significantly through compounding. We help you create a plan that fits your budget and builds momentum steadily.
Saving is putting money aside for short-term needs or emergencies, while investing is focused on long-term wealth creation. Savings stay stable and accessible; investments aim to grow through returns, dividends, or capital appreciation. A strong wealth creation plan uses both effectively, depending on your goals.
Absolutely! The goal of wealth creation isn’t to restrict you; it’s to give you more choice, freedom, and control. We help you find the balance between living your life now and building the future you want, using smart strategies that support both.
Great service and support. Mish and his team were fantastic to deal with and provided support along the whole process, even calling after hours or weekends when availability suited. I highly would recommend his financial services and loan support to friends and family.
Mish made the home-buying process significantly more manageable. He consistently demonstrated professionalism, friendliness, prompt responsiveness, and a willingness to accommodate our needs.
I highly recommend Mish for his strong commitment, knowledge and exceptional service.
We recently purchased a commercial property, and while there were a few challenges along the way, Mish and Billy were a fantastic team, working seamlessly together as my mortgage broker and financial planner. Their expertise, patience, and proactive communication made a complex process much easier, and they helped me achieve the outcome I was aiming for. I can’t recommend Mish and Billy highly enough for anyone looking for dedicated, professional support in property finance and planning.
My partner and I cannot recommend Mish and the team at 360 Financial Strategies highly enough! They were an absolute pleasure to work with from our very first conversation right up to the day we received the keys to our new home.
We knew very little about the mortgage process going in, but thankfully Mish made it feel easy. Him and the team were professional, friendly and incredibly knowledgeable, answering all of our questions and supporting us throughout the entire journey. Going above and beyond by even introducing us to Conveyancers etc.
If you’re looking for a mortgage broker who genuinely cares and will go above and beyond to help you – I cannot recommend Mish and 360 Financial Strategists highly enough! Big thank you for helping get us into our first home!
A huge shoutout to Mish, Gee, and Nicole, what an incredible team! As a first home buyer, the whole process felt really daunting and overwhelming at first, but working with Mish and the team completely changed that. They were an absolute pleasure to deal with from start to finish. They explained everything so clearly and patiently, and were always there to check in and answer the million questions I had along the way. Their communication was fantastic, and they made sure I felt supported and confident at every step. They truly went above and beyond to ensure everything went smoothly, and I couldn’t be more grateful for their help. I honestly cannot recommend them enough!
Working with Daniel Mashta was a total game changer. After dealing with mediocre mortgage brokers, Daniel’s level of service was a breath of fresh air. He was incredibly reliable and consistently over delivered at every stage of the process. His communication was flawless, we were never left wondering where things stood. Most importantly, the results were amazing and exceeded our expectations. If you want a stress free loan process, Daniel is the person to call. Thank you so much!
Mish and the team allowed me to have an incredibly positive experience throughout the purchase of my property. They were incredibly helpful all the way through and managed to meet some very tight timeframes without any issues. All of my queries and concerns were answered promptly, and they were always available, which made a tricky process so much easier. They also referred me to a conveyancer who was equally helpful and efficient. I wouldn’t hesitate to recommend them to anyone looking for reliable and responsive financial and mortgage advice.
Mish has been absolutely awesome to work with. From our very first meeting, he made us feel comfortable and confident about our financial situation. He genuinely cared about us and our goals, and it was clear from day one that he truly wanted the best outcome for us.
He took the time to explain everything clearly, put things into perspective, and helped us see what was possible. Thanks to his guidance and support, we were able to secure a loan for our first home.
Mish’s caring and down-to-earth approach made the whole process so much easier. He believed in us and that made a huge difference. He’s also been incredibly responsive and easy to communicate with, always happy to help and quick to reply to any questions.
We can’t thank him enough for all he’s done for us, and we’d highly recommend Mish to anyone looking for a financial adviser who genuinely cares and goes above and beyond.
Mish and his whole team have been fantastic! Communication is above and beyond and so knowledgeable! The dedication Mish, Cira and the whole teamed showed was absolutely fantastic! They made the process so much easier and everything was handled smoothly, promptly and professionally. We can’t recommend them enough! We were blown away by Mish’s knowledge and the communication was absolutely fantastic and above and beyond which was great as first time buyers!
Mish is extremely knowledgeable in his field.
As a first home buyer this made me feel at ease and confident that I was in the right hands.
He made sure our experience was stress free and everything was managed in a timely manner.
Communication was outstanding, the entire process was flawless!
I would highly recommended his services and would happily return as a client.
Thanks for your dedication to getting us into our first home Mish.
Let's talk! A free clarity call with one of our experts can be the first step in taking charge of your financial situation. Mortgage Broking, Financial Planning, Wealth Creation and Business advice - we've got you covered.
At 360 Financial Strategists, we’ve designed a range of entry-level options so you can take your first step toward financial clarity at your own pace.
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