Strategies that Provide the Best Options for your Financial Planning Goals
Financial planning is more than developing strategies to help manage your financial affairs and meet your goals. It’s also about risk minimisation, understanding, and being comfortable.
We provide financial planning for individuals, companies, trusts, and Self-Managed Superannuation Funds. In many cases these are associated with coordinated strategies. The combined benefit of financial planning, taxation and accountancy services in tandem is obvious. Our experience combines to provide the best possible options for your financial planning considerations.
Our financial planning services include:
Investment strategies and advice
Self-Managed Superannuation Funds
Portfolio review service
Ongoing portfolio management service
Our financial services division is an authorised representative of Capstone Financial Planning Pty Ltd.
DISCLAIMER: McGregor & McGregor Financial Services Pty Limited ABN 68 677 933 454 is a corporate authorised representative (No 414200) of Capstone Financial Planning Pty Ltd ABN 24 093 733 969 AFSL 223135 and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. Your adviser may offer services through McGregor & McGregor Financial Services Pty Limited and McGregor & McGregor Chartered Accountants which are separate businesses. Although the Adviser may offer services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Capstone Financial Planning Pty Ltd is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice as provided by McGregor & McGregor Financial Services Pty Limited. The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, Company Name Pty Ltd, its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.