"I am extremely happy with your service. You have explained my financial situation to me clearly. You have researched, and your knowledge of the situation is excellent."
J L - Financial Planning
AR no: 000287047
CAR no: 001283103
Financial Services Guide
With extensive experience, and qualifications among the most comprehensive in the financial planning sector, Mary can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is protected along the way.
Mary is an influential advisor and trusted confidant; ethical, intelligent, and strategic. Adept at winning buy-in for pragmatic ideas that drive positive change and steer long-term prosperity for individuals and communities.
Mary's unique background encompasses distinct roles as a financial planner with over 18 years experience, business owner, community engagement, and quality audit administration.
Nobody wants to think about insurance until they actually need it… but by then it could be too late. Financial protection is a foundation on which wealth accumulation can be built. I will review your current insurance strategy and determine whether it is appropriate for your needs and your goals.
Investment planning & wealth creation
I will help you identify the personal goals you wish to achieve, and, assist you with understanding how much financial risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals and your level of financial risk tolerance.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. You are never too young to start saving for retirement, and the earlier you begin, the bigger the financial return over the long-term. I'll help you discover super strategies to make sure you're making the most of this valuable resource, now and into the future.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.
Generational wealth planning
At any time, you and your family members live in different life stages. There will be children, young adults starting work for the first time, adults with mortgages and families of their own, and retirees. Each individual has unique goals and objectives and has unique financial planning needs. I'll work with you to create financial strategies that take into consideration your immediate circumstances, as well as those of your loved ones. We can also provide advice to your family members.
J L - Financial Planning
J H - Financial Planning
R. S - Financial Planning
M P - Financial Planning
AC and LP - Financial Planning
L W - Financial Planning
R J - Financial Planning
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