YOUR WEALTH JOURNEY
YOUR WEALTH JOURNEY
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What is a Financial Services Guide?

At Your Wealth Journey, transparency and trust are central to how we work with our clients. Our Financial Services Guide (FSG) is an important document that helps you understand who we are, the financial services we provide, our qualifications and how we support you throughout your financial journey. It outlines our role as your adviser, how we are remunerated, our obligations to act in your best interests, and how to raise any questions or concerns. We provide this document so you can engage with us confidently, knowing exactly what to expect from the outset. 

Licensee

MFG Advice

 At Your Wealth Journey, we are proud to operate in partnership with MFG Advice, our Australian Financial Services Licensee. MFG Advice provides the regulatory oversight, governance and compliance framework that supports the advice we deliver to our clients. This partnership ensures that every recommendation provided is backed by strong professional standards, robust compliance processes and a commitment to acting in the best interests of clients. By combining the personalised, relationship-driven approach of Your Wealth Journey with the expertise and support structure of MFG Advice, we are able to deliver advice that is both highly tailored and held to the highest professional standards. 

Financial Service Guide

 Your Wealth Journey Pty Ltd 38693040381 is authorised representative No. 001320384 of MFG Advice Pty Ltd AFSL 499010. All advice is provided in accordance with regulatory and professional standards. General advice warning: information on this website is of a general nature and does not consider your personal circumstances. Please seek personalised advice before acting on any information. 

YWJ - Financial Services Guide (pdf)Download

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