Hello, we're Moneyclip and we're on a mission to help each and every one of our clients realise the joy of life through financial freedom.

Are you ready for life's major milestones?

Planning ensures that significant events won’t take you and your bank balance by surprise

Having A child

$297,000

Cost of raising
a child to age 17

Moneyclip helps give YOU FREEDOM
TO ENJOY LIFE'S MILESTONES

We don’t just tick a list of boxes and send you on your way. We deliver a tailored experience and work with you to create and grow wealth as you journey through life. Whether that be through:

Home Loans

Your dream home is closer than you think with a dedicated mortgage broker working alongside you to help you realise your lending potential and secure the right loan.

TAX & Accounting

Our strategic advice and services demystify the world of tax and sets your business up for success, as well as minimising personal taxes to see your investments grow.

Real Estate

Get the right property people in your corner with our seamless service that will locate, negotiate and secure a home or investment property on your behalf.

Private Wealth

Our wealth creation and management services team help give you the freedom to live a life without compromises and create a series of perfect days.

ACHIEVE YOUR BEST LIFE

CONTACT US TO START YOUR STORY...

Real Life Stories

"About five years ago I had a huge panic that I’d left it too late to plan for my daughter’s education. But Moneyclip put a plan in place that meant I could send her to my school of choice and not struggle along the way. The day we walked through the school gates was the best. I’m afraid I embarrassed Ruby with a few tears!”

"In the last five years my family has undergone huge financial shifts: two overseas moves, two periods of maternity leave and a career-change. Sam and the Moneyclip team have helped us navigate all of this with their trademark calmness and efficiency. It’s meant we’ve been able to prioritise what’s important to us and enjoy the experiences without worrying about the future.”

"We have known Sam and the team at Moneyclip for over 4 years. After an extremely traumatic experience with our previous financial advisor, who was found to be a fraudster, we were introduced by a mutual friend to Moneyclip. They literally held our hand through the police investigation and the serious non-compliance issues we were faced with. We have managed to emerge wiser and more confident in our future. Our heartfelt thanks.”

"With housing becoming so unaffordable we want to be able to help our children get into the market. Moneyclip have helped us to set up investments to give them a head start when they become adults. Helping our children buy their first home will be our perfect day.”

Hello, we're Moneyclip and we're on a mission to help each and every one of our clients realise the joy of life through financial freedom.

Are you ready for life's major milestones?

Marriage

Buying A Home

Having A child

Investment Property

Kid's Education

Retirement