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 * Your home for wealth. Call us today! (03) 5222 6557


 * Why MAC?
   * More About MAC
   * Who We Work With
   * Our Financial Planners
   * Business Partners
   * MAC In The Community
 * How We Help
   * Wealth
   * Superannuation
   * Insurance
     * Life Insurance
     * Self Managed Superannuation Funds
     * Disability Insurance
     * Income Insurance
     * Trauma Insurance
   * Property and Lending
 * Latest Wealth News
 * Contact Us

 * Here at MAC we make finance fun
 * We feel good about your future
 * Our Clients are our Ambassadors
 * We greatly exceed expectations across several areas







WEALTH

Super, insurance, investments - we can all use help getting it right when making
decisions for the future. Know where you are going and how you're going to get
there.

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SUPERANNUATION

What is right for you? We will help determine the best choice for a work fund,
industry fund, personal fund or self managed fund.



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INSURANCE

We will help you secure the best insurance to cover your family and business
partners, and establish whether you should hold your insurance within your
Super.

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PROPERTY & LENDING

Build your wealth strategically - partner with us to boost your financial health
and ensure you make informed decisions when it comes to your investments.

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WHY MAC?

 

We at MAC are a professional and passionate team dedicated to the Surf Coast and
Geelong area and our approach is straight talking, positive and friendly. When
it comes to managing your wealth we understand that having a professional
planner working with you, advising you on your choices, is the best decision to
make.



> Wealth is a destination reached by those who regularly take the right steps.
> Working together we make sure that you are best placed to reach the
> destination you choose.

Jamie McIntyre

Here at MAC we want you to understand the value of professional financial
planning in a fun and positive environment. We enjoy seeing our clients achieve
their wealth goals, and would love to show you how this is possible for you.



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HOW WE HELP

MAC Financial offers advice and insight into the following areas, financial and
wealth planning, superannuation, insurance and investment portfolios including
shares and investment property. We believe no matter what your situation in life
you can/will always benefit from having your own dedicated financial team
working for you.

From reviewing your superannuation structure/investments, to ensuring you're
prepared for retirement, to implementing the right financial structures when
starting your own business - the MAC team is here to help. Our clients range
from the very hands-on to those who want us to take care of it all.

 * Financial and wealth planning
 * Superannuation
 * Insurances
 * Property and lending
 * Investment portfolios

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> I feel good about my relationship with MAC Financial, confident in the
> knowledge that my personal finances are on the right track. Whether it be
> superannuation, investment or budgeting queries, MAC Financial are always
> there to assist me in making the right decision. The best thing about their
> advisers is that they show a genuine interest in the development of my
> financial position. Their advice and level of service is exceptional.

Kane, Fitzroy

> After working together with Jamie and MAC Financial for the past 10 years we
> feel good that we are fully prepared for our upcoming retirement. With the
> guidance of the MAC Financial team we have been able to consistently improve
> our wealth and particularly our superannuation assets. Whilst the markets have
> been up and down Jamie has educated us on what to expect and how to deal with
> these fluctuations. Through regular communication and ongoing financial
> education we have felt at ease and we are looking forward to a comfortable
> retirement.

Alan & Jenny, Clifton Springs

> Opteon Property group engaged MAC Financial to provide us with a
> superannuation solution for our 100+ staff. They sourced an appropriate fund
> for us and have provided our staff with personal financial advice for their
> personal circumstances. We feel good having MAC Financial as our
> superannuation specialists for our business and our staff are very happy with
> the advice and service provided. We would recommend MAC Financial to our
> business partners for professional advice and service.

Justin, Opteon Property Group



OUR CLIENTS TRUST US TO GET THEM WHERE THEY WANT TO GO

We enjoy seeing our clients achieve their wealth goals, and would love to show
you how this is possible for you.

Contact us today!


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