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: