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Financial Planning

financial planningAt McPhail & Partners we have developed a range of strategic alliances with complimentary professional services, financial planning is one of those services. As your trusted Advisers, we can introduce you to qualified and experienced Financial Planners who can assist you with a range of services, for example, investments, self-managed super funds, personal insurance and other tailor-made solutions to help you achieve your financial goals.

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice. We have partnered with some of the best Financial Advisers in Australia to work with you to ensure you get the peace of mind you deserve.

How Financial Planning works:

  • Gain an understanding of your expectations and what you want to achieve from planning your finances.
  • Identify your short and long term life goals.
  • Recommending suitable financial strategies that will help you achieve those goals now and into the future.
  • Gaining your approval to move forward with the recommended strategies – this may require them to work with other professionals such as us.
  • Implementing your specific tailor-made financial plan
  • Ongoing review and refinement of your financial plan

We recommend you have an obligation free meeting with one of our Financial Planners. At this meeting, it is your opportunity to understand how they may be able to assist you and to learn more about the various options available to you.

We can hold these meetings in our offices or arrange for you to attend their offices; whichever is more suitable to you.

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