The MD Financial Planning approach to real financial life planning consists of 5 steps:

  1. Initially we begin by getting to know each other during a no cost no obligation introductory meeting. We take time to explore the reasons behind your visit and deal with any issues of immediate concern. Our Advisers then focus on identifying your goals and objectives with you.
  2. As Advisers we discuss possible concepts with you and provide you with a personal strategy document outlining the potential strategies and all fees involved.
  3. Detailed analysis and research of the recommended strategies then takes place, the end result being a written and presented financial plan called a ‘Statement of Advice’.
  4. Our advisers guide you through the process, ‘holding your hand’ during the implementation of the advice.
  5. MD Financial Planning advisers regularly review your implemented plan and all underlying investments.

Products and Services MD Financial Planning can provide include:

  • Budgeting
  • Deposit Products
  • Managed Investment Schemes including Unit Trusts, Investment Bonds, Direct Shares, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts
  • Share Market Investments
  • Tax Effective Investments
  • Mortgage Lending
  • Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self Managed Superannuation Funds
  • Retirement Planning including aged care and estate planning and transition to retirement pensions
  • Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance - including insurance funded business succession strategies
  • Margin Lending (subject to client’s understanding of Margin Lending Gearing)

Call our friendly team now on 1300 887 528.