Partners for life
Home » our services » wealth management
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.
Continue Reading
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
Thinking about becoming a client?
Book your free, no obligation consultation right now via our online booking system or get in touch to find out more
Already a client and want to get in touch?
Send us an email via our enquiry form or give us a call today
New Client Options
Book a FREE no obligation consultation
Pick a date and time which suits you for a meeting at our Joondalup or Perth Office via our online booking system. This free consultation is available to new clients.
Get in touch with a MP+ representative
Fill in our online enquiry form and one of our friendly staff members will be in touch.
Contact Us
Contact Us
testimonials
Our dedication to customer service is at the top of our list – read some of the fantastic feedback our clients have passed onto us.