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.