Financial Planning Services

Your goals. Our expertise. A life well planned.

At McMillans, financial planning is more than just numbers—it’s about understanding your aspirations and guiding you with a personalised strategy to help achieve the life you envision.

Whether you're planning for retirement, growing your wealth, or protecting your family’s future, we tailor advice to your unique situation. Our goal is to help you make informed decisions with clarity and confidence.

What we offer

We provide comprehensive financial planning services to individuals and families across Gippsland and beyond:

  • Investments – Build a portfolio aligned with your goals and risk comfort

  • Financial Plans – Detailed, personalised strategies to map your financial future

  • Portfolio Reviews – Regular reviews to ensure your investments stay on track

  • Superannuation & Rollovers – Make the most of your super with smart contributions and consolidation strategies

  • Aged Care Planning – Navigate the financial side of aged care with confidence

  • Centrelink & Government Benefits – Maximise entitlements and support

  • Estate & Succession Planning – Ensure your assets are passed on as intended, in a tax-effective manner

  • Personal Insurance – Protect what matters with tailored life, TPD, trauma, and income protection cover

  • Self-Managed Super Funds (SMSFs) – Set up, manage, and optimise your own super fund

  • Wealth Creation – Grow your assets through smart financial choices and ongoing support

Why choose McMillans for financial planning?

  • Experienced, locally based advisors

  • Transparent advice that puts your interests first

  • Long-term relationships and regular reviews

  • Fully licensed (AFSL 239645) and trusted in the Gippsland community

Let's achieve your goals together

At McMillans, we help turn life goals into achievable financial milestones. No matter your stage of life or starting point, we’re here to guide you.

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

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