partners for life

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Partners for life

wealth management

  • 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 wealth services are complemented by our self-managed superannuation, insurance and estate planning services to consolidate all of your financial planning needs in one place, and our professional 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.

MP Financial Planning Pty Ltd and its advisers are Corporate Authorised Representatives (AR) of Fortnum Private Wealth Ltd ABN 54 139 889 535 | AFSL 357 306

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.

View our Financial Services Guide

Read more on wealth creation tips, investments and superannuation on our blog

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