A financial plan is the best way to make sure your finances meet your immediate needs and future goals.
M Financial Services is Maclean Partners dedicated financial planning division. The division was established in 1994 in response to demand from our clients to receive consistent advice from an adviser who has a complete understanding of the client's taxation, accounting and family structure.
Andrew Westcott leads up a team of 10 advisors, para-planners and support staff. Two of the practice partners, Ross Maclean and John Kerrisk are Certified Financial Planners. Their Chartered Accountancy qualifications also designate them as Specialist Financial Planners.
Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies are designed to provide a separate source of income to your business or employment income.
Our qualified, experienced team can discuss your financial options with you and provide the following six step service, to ensure we recommend the best solutions for your individual situation:
1. Data Collection
2. Define client needs and objectives
3. Plan Preparation
4. Plan Presentation
5. Plan Implementation
6. Periodic Review
We use a number of strategies and programs to help build financial security for our clients, in particular we use our own Pathway to Wealth program to help GEN X and GEN Y clients take best advantage of their wealth creation opportunities.
Jayvee Management Pty Ltd T/A M Financial Services is a Corporate Authorised Representative 378663 (CAR) of Professional Investment Services Pty. Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). The advisers of M Financial Services provide financial services advice on behalf of the CAR as Sub Authorised Representatives of Professional Investment Services Ltd.
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321 Sturt St, Townsville City, QLD, 4810
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