About MG Financial Planning

Leaders in Financial Planning

MG Financial Planning offers individuals and businesses strategies to help achieve financial goals. Operating on a fee-for-service basis rather than commissions or entry fees, all costs are quoted up-front so there are no surprises. The highly skilled and professional team at MG Financial Planning is led by Gary Lucas and Ben Lancaster.

Gary is a Certified Financial Planner and qualified Accountant. In both 1999 and 2000 he was recognised in the Top 50 financial planners in Australia by Personal Investor magazine. Ben has more than a decade's finance experience. He is a qualified Accountant with a Bachelor of Commerce Degree and Diploma of Financial Planning.

MG Financial Planning is locally owned and not controlled by a bank or insurance company.

 

What do we do?

MG Financial Planning offers an extensive range of services as well as advice on:

  • Preparation of financial plans
  • Step by step implementation of all paperwork
  • Portfolio reviews
  • Progress reports against your goals
  • Retirement planning
  • Superannuation and rollovers
  • Self-managed superannuation funds
  • Centrelink assistance & advice
  • Salary sacrificing
  • Margin lending
  • Negative gearing
  • Life, Trauma, Disability & Income Protection insurance
  • Cash flow advice & debt management

 

Working Together

Firstly, we identify financial and lifestyle goals with you and review your present financial situation. From there we research various options and work together to establish a financial plan that suits you.

We guide you through the impact of various life-stages and allow for these changes in your plan. These include helping plan for wealth accumulation strategies like investing in superannuation, managed funds and shares, plus major costs such as children's education and your retirement - and we take care of all the paperwork involved with making any changes.

Once the initial plan is done we then meet regularly to review your portfolio and financial position, ensuring it continues to meet your expectations and needs.

MG Financial Planning can also plan your retirement income so it is flexible whilst still maximising tax benefits and Centrelink entitlements.

These strategies can be simple or complex, it depends what is best for you and your family. Our focus is on you and helping you to achieve your financial and lifestyle goals.

To secure your - and your family's - financial future, call MG Financial Planning today to arrange an initial and obligation free appointment.

 

The MG Financial Planning Process

Click to view our process cycle from your initial appointment to regular reviews and updates.