Why us?

Welcome to Milkshakes & Olives Advice (M&O Advice), a Financial Advisory firm with a mission to advise, empower and educate individuals in effectively managing their finances. We specialise in providing stress-free financial services and personalised education to our clients.

Our Services

Superannuation

Our service provides personalised strategies tailored to your financial goals, risk tolerance, and retirement timeline. We analyze your current superannuation portfolio, assess its performance, and recommend adjustments to optimize returns. Our expert advisors help you navigate complex superannuation regulations, minimize tax liabilities, and ensure your retirement savings grow steadily over time.

Life Insurance

Our financial advice practice offers personalised guidance on selecting the right life insurance coverage for your needs. Our seasoned advisors help you navigate the complexities of life insurance, ensuring your loved ones are protected financially no matter what life throws your way.

Investment Advice

With our personal investment advice, gain access to customised strategies and expert insights across diverse investment avenues. We assess your financial objectives, risk appetite, and market dynamics to design personalised approaches that suit your individual situation, ensuring long-term prosperity and peace of mind.

Debt Management

Our debt management service offers personalised strategies to help you navigate through debt challenges. From creating effective repayment plans to negotiating with creditors, our expert advisors provide actionable solutions tailored to your unique situation.

Estate Planning

Our estate planning advice empowers you to safeguard your assets and ensure your wishes are fulfilled for generations to come. Our team of experienced financial advisors will guide you through the process of creating a comprehensive estate plan tailored to your unique needs and goals.

Self-Managed Superfund

Our expert financial advisors provide personalised SMSF advice tailored to your financial goals. From setup to ongoing management, we guide you through every step, ensuring compliance and maximising your returns.