Financial Planning

We have formed a business relationship with McQueen Financial Group ABN 93092816085.

McQueen are a very well-established and highly respected holistic advice firm, with specialist financial advisers in the areas of investments,
superannuation, wealth protection and aged care, as well as expertise in mortgage broking & insurance.

This relationship with McQueen Group and our Adviser, Kris Chapman provides our clients with access to a range of “best practice” financial services, to ensure that they have all their financial affairs properly managed.

These financial services are directed at but not limited to:

• Clients who are several years from retirement. They would like to organise their financial affairs, establish financial goals, to implement their financial plan for wealth accumulation and to be in the financial position to make a lifestyle choice, or retire by a certain target age.
• Clients who may be nearing or already in retirement. They would like to ensure that they have sufficient money to retire and receive sufficient income for life. They want investments that they understand and they do not need to worry about. Age pension may be a consideration.