Why choose MG Financial Planning?

Why Choose MG Financial Planning?

  1. Locally Owned

    2. We have our own Financial Planning (FP) licence, which means that we are able to make decisions based on our clients needs and not be driven by a Profit focused parent company.  80% of all FP business are owned by large financial institutions such as banks & insurance companies, which means that these businesses are also answerable to the big corporations and not solely the client

  2. Upfront & Visible Fee Structure

    3. We do not charge entry fees or entry commissions on your investments. Our fees are for services provided and stated upfront before proceeding with a tailor made plan. Many companies receive a commission for the money invested into funds, MG Financial Planning does not.

  3. Experienced & Skilled Staff

    4. Over 50 years combined Financial Planning expertise and 13 staff dedicated to provide quality service to our clients.  Director Gary Lucas, has over 16 years experience in the field. His team, Ben Lancaster, Sally Jones, Jayne Dibble each have eight years experience in Financial Planning.  This gives us the ability and capacity to provide the initial and ongoing quality service.

  4. Compliance

    5. We are committed to running our business in a way that is compliant with both the legal requirements and more importantly the spirit of the law.  We invest heavily in this process.

  5. Service Focus

    6. You can pick up the phone anytime and know that you won't get an extra bill.  We are focused on providing you with a level of care and service that is superior to our competitors.

  6. Value for Money

    7. Our advice is substantial and provides real value, including both SOA (Statement of Advice) and regular reviews.

  7. Reliable & Up to Date Information

    8. We keep abreast of the market conditions and inform our clients in a timely manner. We have been able to protect our clients from the investments that have failed and resulted in a complete or significant loss of capital.  These include- WestPoint, Fincorp, ACR, Basis Capital, Opes Prime, Lift Capital, Elderslie Finance.

  8. Proven Results

    9. Our portfolio's continue to deliver performance above the index or average levels.  Over a 5 year period we aim to add around 2-3% per year to the typical growth portfolio.  We manage approximately $175,000,000 on behalf of clients. We gain the majority of our new clients by way of referrals from existing clients.

  9. Investment Flexibility

    10. We have the ability to choose and remove funds as we decide based on the market, our research and the best interests of our clients.

  10. Satisfied Clients

    11. The majority of our new clients come by way of referrals from our existing clients.
    This indicates the level of satisfaction that exists in relation to our services.