Steven Mufti & Associates

Welcome to our firm, where we are dedicated to helping you understand your financial future. We specialise in working with successful professionals who are looking to make the most of their money and secure a comfortable retirement. We understand that selling your business or stepping away from work can be a daunting prospect, and we are here to help you build a financial plan that will allow you to live your best life.

Our Services

We offer a range of services designed to help you make the most of your money. Our wealth management and portfolio optimisation service will help you to plan, manage, and optimise your investments to maximise their future potential. We will work with you to build a retirement plan that makes your money work harder, allowing you to enjoy a more comfortable and secure future.

We are also experts in tax savings, and we can advise you on the best options to minimise your tax liability. Whether you are looking to pass on your wealth to the next generation or simply want to keep more of your hard-earned money, we can help.

Inheritance Planning

We can advise you on tax-efficient ways to pass on your wealth to the next generation. We understand that this can be a sensitive topic, and we will work with you to ensure that your wishes are carried out in the most effective way possible.

What Our Clients Are Saying

Don't just take our word for it - hear what our clients have to say about working with us. From providing professional and supportive advice to helping clients understand their financial needs and achieve their goals, we are committed to providing the highest level of service.

Who We Work With

We work with a range of clients, including business owners, professionals, and contractors. We understand the unique challenges that come with running your own organisation, and we are here to help by taking care of your finances so that you can make important decisions easily.

Our many clients in professional and senior positions mean that we have the expertise to help you navigate the complexities of financial planning. Whether you are looking to build a retirement that makes your neighbours jealous or simply want to live a fulfilled life without the fear of running out of money, we are here to help.

Business Owners

Running your own business can be stressful, and we understand that taking care of your finances can often fall by the wayside. That's where we come in. We can help you to build a financial plan that takes the stress out of important decisions and allows you to focus on growing your business.

Professionals and Contractors

We work with many professionals and contractors, and we understand the unique financial challenges that come with these roles. Whether you are looking to save for retirement, minimise your tax liability, or pass on your wealth to the next generation, we can help.