Financial Planning

We have been offering financial planning services to our clients since 1993. Our financial planning services are focused on two groups of clients. The first group are pre-retirement clients. These clients are focusing on long term wealth accumulation during their working life. We can assist our clients to improve their rate of accumulation whilst at the same time ensuring that they are adequately protected should their working life be curtailed by providing personal risk & insurance advice.

Clients approaching or in retirement make up the second group. We assist these clients to structure and plan their financial affairs to take advantage of incentives available through Government retirement incomes policy. These clients seek security of income and capital so that they can enjoy a retirement free from financial concerns.

Both groups benefit from our sound understanding of their individual circumstances and goals. This ensures that the specific needs and preferences of each client are considered when formulating their individual financial plan.

We can provide you with the advice which gives you peace of mind by assuring you that we are able to select from a wide range of researched and approved investment options, thereby providing the best possible advice available.

Our highly experienced Financial Planners include:

• David McGarry
• Brendan McGarry
• Suzanne Drysdale
• Salvatore Russo
• Scott McDonald

If you would like more information about how we can help you further then please call us at 07 3217 2477