Why work with us?


In 2001, Jason Misso saw a need in the market for true financial professionals rather than planners employed by institutions with incentives to sell in-house products.

Jason started building a personal financial advisory firm based on the traditional professional services’ core values of quality and transparency. He drew on his personal experience of growing up in a family of public practising lawyers, and his professional training as a chartered accountant with Ernst & Young.

Since day one, the MISSO Wealth Management practice has grown solely from referrals from existing satisfied clients and their professional advisers. We have not bought client lists or merged with any other firms.

We attribute our practice’s solid growth to our focus on consistently delivering sound strategic advice, and supporting our clients in their journey to be successful and financially secure. Our robust investment philosophy has helped our clients prosper since 2001. This is despite the fact that this period included the tech wreck, the Iraq war and the global financial crisis (GFC) in 2007-08 — the worst market crash in 100 years.

If you are looking for a specialist advisory team that takes a genuine interest in you and your family, we welcome the opportunity to talk to you.

Our Process

  • Meet
  • Plan
  • Empower
  • Meet Meet with a MISSO adviser to discuss your current situation and understand your goals.
  • Plan Design a strategy based on your individual preferences, goals and risk profile.
  • Empower Empower yourself with the clarity and confidence to enjoy a more secure future.
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Second Opinion

If you’re not sure about your current situation, we invite you for an informal chat. We can listen to your needs and share the learnings from our experience to make sure you’re on the right path. If everything is ok we will say so. If we can help improve your position we will provide you with some clear options so you can be more confident about your future.

To find out more please contact us here.