Financial Planning
There is 'cents' in planning
Do you dream of financial freedom? Or simply want to create wealth to secure your future and provide for your loved ones?
Whether you have financial goals or aren’t sure where to start, our financial planning services are designed
to help you achieve your aspirations. Whether you're aiming to build a robust investment portfolio, save for retirement, or ensure a
comfortable lifestyle, our team of experienced financial planners will work with you to develop a personalised strategy. We take into
account your unique goals, risk tolerance, and current financial situation to create a comprehensive plan that paves the way for financial
stability and growth.
Let us help you turn your dreams into reality and enjoy peace of mind knowing your financial future is in good hands.
We hold our own Australian Financial Services Licence (AFSL), which enables us to offer our clients a full suite of financial advice
services. Having a Financial Planner in your corner can help you on your path to achieving your financial goals and securing your financial
future.
No matter where you are on your financial journey, we can help build your financial security through successful individual wealth creation plans.
Although we don’t like to think about it, if something happens that puts your income at risk, insurance can keep you safe from the unexpected and help you through the difficult times with the right level of protection.
When you’re ready to transition to retirement, working with an expert and building a plan can help in achieving the lifestyle you want in retirement.
Growing older means there are times you may find it difficult to manage the day-to-day living activities. We help you and your family
understand your aged care options to result in the best outcome for your circumstances.
Our experienced financial planners will provide you with tailored strategies and actionable steps, to help you
confidently work towards your financial goals.
We focus on practical, everyday solutions that make achieving your financial goals both manageable and attainable.
Steve oversees our Financial Planning division and has over 30 years of industry experience. He specialises in working with clients who are retiring or have recently retired and prides himself on equipping his clients with the tools they need to maintain a long-term plan to achieve a financially secure future. His areas of expertise include strategic advice, retrenchment and redundancy, wealth creation and superannuation.
Kent has more than 15 years of industry experience and has specialist knowledge and advice in pre-retirement and retirement planning, as well as wealth creation, superannuation and risk management strategies. Kent prides himself on building long-term rapport with his clients and enjoys helping them to make the right financial decisions to achieve a financially secure future.
Jerry
Reading
Authorised Representative
No. 1260780
Jerry is an experienced accredited financial planner who is dedicated to helping his clients find practical solutions to achieve
their financial goals. With his extensive knowledge in financial planning, Jerry provides specialised advice in life insurance,
investment portfolios, retirement planning and shares, as well as superannuation.
(21/10/2024)
McConachie Stedman Financial Planning Pty Ltd is a Corporate Authorised Representative of MCS Financial Planning Pty Ltd | ABN 11 677 710 600 | AFSL 560040