Plowman

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wealth

  • key services
  • investments
  • personal insurance
  • retirement planning
  • budgeting and cash flow management
  • business succession and keyperson insurance
  • estate planning

Achieving financial security means different things for different people. It’s not just financial, it’s also aspirational. With a focus on what is important to you, and a financial road map to guide you, you will get it right and for many of our clients for many years, we have been helping them do just that.

Create wealth, build on it and then protect it, whether it be achieving a unique personal financial goal, retiring early, ensuring a champagne lifestyle in retirement, or setting the foundations for future wealth, McKinley Plowman have the team and the tools to achieve it.

Our extensive range of financial planning services includes everything from personal risk insurance to a comprehensive financial plan, tax planning, wealth creation and protection, gearing strategies, setting up self managed superannuation funds and retirement strategies.

Our professional wealth advisors and their close relationship with our accounting and finance broking divisions enable us to provide a holistic financial planning service that is completely tailored to your needs.

In this section

Financial Planning services provided by MP Financial Planning Pty Ltd (ATF MP Financial Planning Unit Trust) authorised representative of Count Financial Limited.

‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

General advice warning:  The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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