Who we help

At MGA Financial, we help those just like you to achieve financial success and security.

Young professionals

If you have a stable career, and want to dream big in life, starting early is the best bet to getting where you want to be.
Changing the trajectory of your future is possible if you start early.  Setting goals allows you to achieve them. We work with young couples and individuals, to get their first home sooner, buy their dream car or holiday, plan for children, or even begin wealth creation strategies.


From saving for a dream home, to protecting a growing family or even planning for a comfortable retirement.
When you have a mortgage and all income seems to disappear into school fees, you need to think about how using these commitments to build a stronger based to leverage off in the future. By using accelerated payments on your mortgage, savings plans for school, you can eventually have the financial freedom to continue building wealth, upgrade your home and meet those future income needs.

Planning for retirement

The most important thing an individual or couple thinking about retirement can do is take stock of their current situation.
Are you close to retirement and not sure if you can retire comfortably? It can be complex and worrisome. But it doesn’t have to be. Our solid financial strategies can mean the difference between a stressful or comfortable retirement.


We understand the most important goal is ensuring you don’t run out of money.
The most important first step when thinking about retirements is assessing whether you’re on track.
Are you retired and want to enjoy life without financial worry? Having a good financial adviser managing your wealth means you can spend your time doing what you enjoy. As investment markets fluctuate, our role is to ensure that your capital grows with minimal risk.

To find out more about how we can help you, please contact us today.