What Client Service Options Do MCKFP Offer?

McKinnon Financial Planning has three Client Service Options available:

Total Service Client

Essentially, we take care of all of your financial needs for you, so you don't have to worry about anything - including:

• Developing and reviewing a Comprehensive Financial Plan
• Consolidating and maintaining Superannuation (including Self-Managed Super Funds)
• Arranging and maintaining salary-packaging
• Arranging and maintaining Life Insurances
• Arranging Finance (Vehicle and Equipment)
• Arranging Mortgage Home Loans
• Arranging Business Loans
• Co-ordinate Tax Returns and accounting requirements
• Bookkeeping services for self-employed clients (BAS reports, monthly and year to date Financial Reports)
• Co-orindate legal requirements (Wills, Enduring Power of Attorney, etc.)
• Administer all correspondence relating financial needs (super, tax, legal, life insurances, general insurance, or anything else you require)

Comprehensive Financial Plan

We'll develop and prepare a Comprehensive Financial Plan for you, and implement the strategies - including:

• Consolidate super funds
• Arrange Life Insurances
• Arrange finance requirements
• Arrange mortgage requirements

Risk Management Plan

We'll develop and prepare a comprehensive Personal Risk Management Plan, and arrange any Life Insurances for you.

Free Financial Assessment

We offer a Free Financial Assessment, so you can decide which option will suit you. Contact Us today and make an appointment.