Our Mission
Our mission is to create meaningful connections and valuable experiences. We are committed to fostering genuine connections and delivering bespoke solutions that transcend traditional client-advisor relationships, focusing on financial success.
Our Vision
Communicate MIS’s commitment to transcending traditional client-advisor relationships by delivering bespoke financial solutions tailored to each client’s unique aspirations and goals.
Inspiring Innovation
Every interaction with MIS is an opportunity to make a difference, to inspire, and to leave a lasting impression.
We constantly seek new ways to innovate and elevate the client experience, offering exclusive events, curated experiences, and cutting-edge financial solutions.
Our commitment to innovation ensures that we stay ahead of the curve, delivering value and excellence to our clients in an ever-evolving landscape.
Meet our Leadership
Our team comprises enthusiastic and dedicated professionals with relevant experience and qualifications in the industry.
Grant Young
Director, CEO, Key Individual and Representative.
Grant has extensive experience in the industry. He is a member of the FPI and holds the CFP-certification availed only to those members consistently demonstrating conformance to the most stringent criteria set out by the Financial Planning Institute (FPI).
Wayne Webb
Director, Key Individual and Representative.
Wayne has extensive financial advice and intermediary services experience in a wide range of areas across financial planning
Building the Managed Investment Strategies brand and network nationally has led him to own a host of knowledge on succession planning nationally.
Originally founded in 2006 as Young’s Financial Services, Managed Investment Strategies (MIS) has grown into the investment arm of this Independent Financial Services Provider. MIS provides end-to-end financial planning for both Individuals & Corporates.
Strategic Partners provide us with access to a national network of highly qualified advisors to assist in meeting your needs, irrespective of where you do business. In order to provide our clients with the best possible solutions, we have entered into an agreement with Graviton. Graviton provide us specialist support to remain relevant and most importantly, compliant. This inclusive, advice-led investment model allows us to leverage of their extensive resources. whilst being able to retain our independence and deliver a tailored solution to clients.
