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At MyMoney, we have a proven track record of helping businesses and individuals achieve their financial goals. Our success case studies highlight our expertise in financial services, accounting, compliance, asset and funds management, private equity, and start-up incubation. We share these stories to showcase how we have helped our clients succeed and to demonstrate the value we can bring to your financial journey. From start-ups to established businesses, we have helped clients across a range of industries achieve financial success. Let us help you achieve your financial goals too.
Solution: MyMoney's team of financial experts worked closely with the financial institution to establish a self-directed investment solution that met their clients' needs while also minimizing fees. We developed a detailed plan to refund trailing commissions to the clients who were affected by this change. This required careful communication and collaboration with the financial institution's team to ensure a smooth transition.
Results: Our self-directed investment solution was a success, with over $300 million in assets under administration.
Solution: MyMoney's team of financial experts worked closely with the company's management team to develop a comprehensive capital raising strategy. We identified potential investors and conducted extensive due diligence to ensure the right investors were brought on board. Our team also provided guidance on the privatisation process and ensured compliance with all regulatory requirements.
Results: Our capital raising strategy was successful, with the company raising the required funds to finance the privatisation. We helped the company navigate the privatisation process, which resulted in the company becoming private and focused on its long-term growth strategy.
Solution: MyMoney's team of experts worked closely with the financial services company to develop a comprehensive turnaround plan for the technology company. We conducted a thorough analysis of the company's operations, financials, and market positioning. We identified areas for improvement and developed a detailed plan to address each one. Our team also worked with the technology company's management team to implement the plan and monitor progress.
Results: Our turnaround plan was successful, and the technology company was able to quickly recover from its distressed state.
Solution: Our team of experienced professionals worked closely with the investment company's management team to develop a comprehensive plan to manage the distressed investments and prepare for an ASX IPO. We conducted a thorough analysis of the investment portfolio, identified opportunities for improvement, and developed a detailed plan to address each one. Our team also worked with the investment company's management team to prepare for the IPO, including providing advice on regulatory compliance, financial reporting, and investor relations.
Results: Our team's expertise and guidance enabled the investment company to successfully manage its distressed investments and prepare for an ASX IPO. The IPO was a resounding success, with strong investor demand and oversubscription.
Our team's expertise and guidance enabled the entrepreneurs to successfully launch and incubate each business. The mortgage finance broker quickly gained market share and achieved profitability within the first year. The funds manager attracted institutional and retail investors and achieved strong investment returns. The cybersecurity governance and risk business successfully established itself as a leader in its industry, with a reputation for strong security and compliance. The augmented intelligent chatbot quickly became a popular customer service channel, providing quick and accurate responses to customer inquiries.
When you choose to work with MyMoney, you can enjoy a wide range of benefits that can help you achieve your financial goals. Here are just a few of the ways in which we can help you:
Our team of experienced professionals have a wealth of knowledge in financial services, accounting, governance, compliance, asset and funds management, private equity and start-up incubation, allowing us to offer you valuable insights and guidance to make informed financial decisions.
We understand that everyone's financial situation is unique, which is why we take a tailored approach to meet your specific needs. Whether you require assistance with accounting, compliance, funds management, or any other financial service, we'll work with you to create a customized solution that aligns with your goals.
Director, Southern Cross Funds Management
At MyMoney, we value the relationships we build with our clients. We believe in fostering open, honest communication and transparency, so you can always feel confident in the advice and guidance we provide.
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