Financial Planning

Financial Planning is about developing strategies to help you manage your financial affairs and meet your life goals.

Let’s achieve your goals together!

We understand that not everyone’s financial goals are the same. We will work with you to understand what really matters to you and create a plan that helps you achieve the lifestyle that you desire for yourself and your family.

We offer a wide range of specialised services and advice including:

• Investments

• Preparation of financial plans

• Portfolio reviews

• Superannuation and rollovers

• Aged care

• Centrelink and government benefits

• Estate and succession planning

• Personal insurance

• Self-managed superannuation funds

• Wealth creation

Financial Planning services are provided by McMillan Financial Planning Pty Ltd AFSL 239645