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Financial Services

Our financial services

“Financial wealth is not a function of income but a result of good management over time.”

In addition to insurance broking services, through the McLardy McShane Group we provide financial planning services to assist you to both grow your wealth (including assets such as superannuation), plan for your retirement and protect you and your family from the financial impact of illness or injury to an income earner.

Our team of experts, including Managing Director, Amanda Freeman, and Senior Financial Adviser, Mark Gibson, are passionate about protecting and improving our clients’ financial position.

We are also specialists in the area of insurance for small to medium enterprises (SMEs) – business succession planning including key person insurance and buy sell agreement cover.

Your most valuable asset is your ability to earn a living. Our team takes an educative approach to develop a personal risk insurance solution and/or a business succession planning strategy which:

  • Is tailored to meet your personal and/or business needs
  • Considers all tax implications
  • Provides the most cost effective (best quality cover for the most reasonable premium) solution.

We have access to all the leading personal risk insurance companies in the market which means we can find the best solution for you.

With respect to wealth accumulation and retirement planning our highly experienced team, will work with you to build your confidence and knowledge; and provide a simple and straightforward plan to maximise your financial position, save tax and for you to feel clear about your direction forward.

Transition to retirement is also a focus of our advice piece.

Our financial services division can assist you to:

Amanda-final

Amanda Freeman

CEO

0417 582 643

Mark Gibson financial adviser

Mark Gibson

Senior Financial Adviser

0498 877 699

Our solutions

Personal Risk Insurance

Financial protection for you and your family: 

  • Life & TPD cover
  • Income Protection
  • Trauma / Critical Illness cover

Business Succession Planning

Financial protection of your business revenue and business asset:

  • Key Person cover – insurance to replace business revenue and/or debt linked to particular personnel in the event of death, permanent disablement or a trauma event.
  • Buy Sell Agreement insurance – cover for a business owner’s interest in their company in the event of death or permanent disablement.

Wealth Accumulation & Superannuation

Strategies to build your wealth now and in the future, to include the maximisation of your superannuation investment and assets external to super all in a tax effective manner and with quality assets.

Retirement
Planning

Strategies to help meet your goals and objectives in retirement including transition to retirement strategies and investing in quality, tax effective assets.

Documentation

McLardy McShane Financial Services is a Corporate Authorised Representative (No: 325088) of Integrity Financial Planners Pty Ltd (AFSL 225051  ACN 069 537 855 www.iplan.com.au )