07 3833 3100

Depending on your circumstances, your financial plan may include any combination of the following strategy, planning or investment advice components:

Wealth accumulation
strategies

Develop strategies to grow your personal wealth over time.

Investment portfolio
advice & management

Develop an investment strategy and recommend investments focused on achieving your objectives.

Superannuation
advice

Structure and invest your superannuation appropriately for your circumstances.

Retirement
planning

Develop strategies to provide you peace of mind as you approach and journey through retirement.

Life
insurance

Provide for you and your family on the event of death, accident or illness.

Business succession
planning

Develop a plan to optimise the value of your business for when you decide to depart.

Estate & personal
succession planning

Ensure control and ownership of assets transfer as intended.

Why Partner With McPherson & Associates

Privately owned with own Australian Financial Services Licence

Provides us with complete flexibility and control with the strategies and products we recommend, enabling us to ensure you are always our main focus.

Tailored personal service

All strategy and advice documents are tailored to your personal circumstances and objectives.

Experienced and educated Financial Planners

All planners have backgrounds, knowledge and experience in financial planning, tax and accounting.

Honest advice

We develop a discipline and structure to achieve your objectives – this involves difficult decisions and answers you may not always want to hear.

Personal relationship

We have a personal approach, reflected through a long term relationship between you and our friendly team.

Integration with other professionals

We liaise with your other professional advisers to ensure our financial plan is consistent with the approach to your overall affairs.

Our Friendly Team

Blake Stone
DIRECTOR / FINANCIAL PLANNER

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Sara Stephens
DIRECTOR / FINANCIAL PLANNER

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Allan McPherson
DIRECTOR / FINANCIAL PLANNER

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Early planning is key to
achieving your objectives.

Contact us to learn how our planning can assist with securing your
financial future.

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