Investment & Wealth Creation.
Helping people secure their financial future for over 25 years
At McKillop Financial Planning, we are committed to providing a superior financial planning service. We provide quality and timely advice on a range of financial and related matters.
Established in 1985, initially as Lucy McKillop & Associates, our commitment to the needs of our clients has contributed to the success of many local businesses and has helped many families achieve financial security and peace of mind.
Our promise is that the advice you will receive will be researched and tailored to your financial situation and needs. Our advice is backed by MLC Financial Planning, a member of the National Group of companies, one of Australia's largest financial organisations. We have been awarded Quality Advice Accreditation by our licensee and are proud to have maintained that longstanding endorsement for the benefit of our clients.
Creating wealth and providing a secure financial situation for you and your family involves more than a one-off investment or financial product purchase. Accurate industry information and sound financial planning with ongoing reviews in line with your changing lifestyle, goals and needs are the keys to building financial security.
We cover all aspects of financial planning from personal insurances, investment and wealth creation to superannuation, retirement and estate planning. We can also refer you to appropriate finance providers, accountants, real estate agents and legal advisors so you are fully covered in every aspect of your business and personal dealings.
Call us or email us to arrange an initial consultation to discuss how we can help you achieve a financially secure future for your and your family.
Why use a financial planner?
- making a lifestyle change
- reducing your debts and taxes
- improving your household budget
- preparing for a comfortable retirement
- saving or investing for something special
- protecting your wealth and those that are important to you
- buying or renovating a home, paying it off sooner or investing in property
- making the most of your retirement income and any government payments