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Services > Personal


Wealth Creation

We help you plan for a secure future, partnering with you to produce wealth creation strategies to structure your income, assets and investments in a way that is tax-smart and most effective for every stage in life. MSI Taylor Wealth Management team will provide you with the advice you need to help make these more important decisions. We focus on truly understanding our clients, their situations, aspirations and goals to enable us to put together a plan that they can be excited about and take ownership of.No two financial plans are the same, especially when you take into account the different stages of life. For instance, a person in their 30s will need very different advice from someone in their 60s. From our perspective, an individual’s working lifetime can be broken into five major life stages:

Within each of these life stages there are different priorities, financial challenges and goals that individuals face. By preparing and planning for the next stage of life, you will stand the best chance of fulfilling your dreams and aspirations.


Stage 1 – Young Professional

Stage 2 – Starting A Family

Stage 3 – Family

Stage 4 – Empty Nesters

Stage 5 – Retirement


The Advisors of MSI Taylor can provide financial services as Sub Authorised Representatives of MSI Taylor Financial Services Pty Ltd. Corporate Authorised Representative No. 423966 Financial Wisdom Pty Ltd ABN 70 006 646 108, an Australian Financial Services Licence holder (No 231138).
See our Financial Services Guide Part 1 and Part 2 along with our Privacy Statement.
Financial Wisdom Head Office
11 Harbour Street
Sydney NSW 2000
Telephone: 1800 024 864
Web Address:

General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Financial Wisdom Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Financial Wisdom nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.