Financial Planning Services & Financial Advice
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
- Personal insurance
- Superannuation
- Self-Managed Superannuation Funds
- Estate planning
- Retirement planning
- Portfolio review service
- Ongoing portfolio management service
Our financial services division is an authorised representative of Capstone Financial Planning Pty Ltd.
Licensee
Capstone Financial Planning Pty Ltd
Level 1, 607 Bourke St, Melbourne VIC 3000
Ph: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au
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Disclaimer: 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, McGregor & McGregor Financial Services Pty Limited, 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. Copyright: The information on this site, including the site source code is the property of McGregor & McGregor Financial Services Pty Limited, and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by McGregor & McGregor Financial Services Pty Limited, unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of McGregor & McGregor Financial Services Pty Limited. Terms and Conditions of Use: The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of New South Wales and the Commonwealth of Australia (“Australian law”). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change. Links: This website may contain a number of links to other Internet sites. The provision of these links does not mean McGregor & McGregor Financial Services Pty Limited endorses or accepts any responsibility for the content, use or products and services made available through these websites. If you use these links, you acknowledge and agree that McGregor & McGregor Financial Services Pty Limited is not responsible for the actions, content, accuracy, privacy policies, opinions expressed, services provided, or other links provided by these sites. You further acknowledge and agree that McGregor & McGregor Financial Services Pty Limited is not responsible either directly or indirectly for any damage or loss caused by use or reliance on linked sites. Should you have any questions regarding these sites, you should address them directly with the relevant site administrator. Licensee: 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. Australian Financial Services Licence No. 223135.
Level 1, 607 Bourke St, Melbourne VIC 3000
www.capstonefp.com.au
Phone: 1300 306 900
Email: info@capstonefp.com.au