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partners for life

MP+ Next Gen

 

 

 

McKinley Plowman’s industry-leading integrated financial services have been setting our clients up for success for over 20 years. When the next generation is ready to take the next steps to secure their financial future, we’re here to assist – Partners for Life.

If any of the following questions resonate with you and your family, the team at MP+ are on hand to help find the answers…

estate planning

  • Is my family’s financial future secure?
  • Where/to whom would my assets go if something were to happen to me?
  • Who takes over the operations of my business when I’m gone?

finance broking

  • My cash flow is tight – how can I improve it?
  • There are some great interest rates out there – how can I take advantage?
  • My home loan isn’t working for me – what can I do about it?

personal tax

  • I don’t want to pay more tax than I need to – how can I legally minimise my obligations and maximise my deductions?
  • Is there anything more I can do to improve my tax position?

wealth planning

  • Do I have enough money to retire when I want to?
  • I feel like I’m working hard, but not getting anywhere financially – what else should I be doing?
  • What can I do to help set my kids up for the future?
  • How can I get in control of my money rather than my money controlling me?

small business accounting

  • Is my business’ tax planning optimised?
  • Is my business set up for success now and into the future?
  • Are the necessary structures in place to facilitate growth?

financial planning

  • Are my insurance policies right for my family and I?
  • Where and how is my superannuation being invested?
  • Are all of my superannuation funds consolidated?
  • How can I get better organised so I’m less stressed when it comes to money?
  • How can I get the most out of the money I earn?

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