Financial Planning that pays off
Your personal finances set the pace for your present, future, and legacy.
Your financial planning sets the pace for your lifestyle and how you live it.
Each of them decides how soon you reach your financial goals and what it takes to get there.
They paint a picture of your retirement and how you’ll spend your hard-earned restful years.
They illuminate possibilities for the generations that follow.
That’s why we take such a deep level of care of your financial planning journey with us, because we want to set you on the path to financial freedom and watch you prosper.
A snapshot of our financial planning services
- Clarify your financial goals
- Assess your investment risk profile
- Develop a financial plan and review your current position
- Manage your cash flow, put your debt to work and assist with your saving plans
- Assist with investment selection and building an investment portfolio
- Building long term wealth via superannuation & retirement strategies
- Assess your personal insurance needs (Life, TPD, Income Protection and Trauma)
- Work with you to manage your estate planning
- Connect you with other industry-specific experts to get the best level of service and trusted products
FM Mahar Financial Planning and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
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Mon - Fri: 8:30am to 5pm