MKS Wealth Management is a privately owned, full service financial advisory business located in Surrey Hills 11km east of the Melbourne CBD.


Allan Meates, David Kollmorgen, Matthew Smith and their team have many years of experience in helping people, like you, improve their financial position.

Our service offering is characterised by:

  • the integrity with which we formulate our advice;
  • the specialisation of our advice and the alignment of that advice with our clients’ specific needs;
  • the strong service delivery standards that we seek to uphold;
  • the non-alignment of our business with any other organisation; and
  • the value of trust that our clients place in us and the ethical and professional results that emanate from a relationship built on trust.

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