Financial Planning Services

MG Financial Planning offer an extensive range of services as well as advice on a wide range of financial planning matters including: 

• Preparation of Statements of Advice (Financial Plans)
• Assistance with Superannuation & Rollovers
• Assistance with the purchase or sale of shares via referral to our preferred Stockbroker
• Portfolio Reviews
• Centrelink assistance & advice
• Salary Sacrificing
• Life, Trauma, Disability & Income Protection insurance
• Self-Managed Superannuation Funds
• Retirement Planning
• Negative Gearing
• Margin Lending
• Cash flow advice & debt management