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What Client Service Options Do MCKFP Offer?
Posted by G. Dean McKinnon
on 15 November 2013
McKinnon Financial Planning has three Client Service Options available:
Total Service Client
Essentially, we take care of all of your financial needs for you, so you don't have to worry about anything - including:
- Developing and reviewing a Comprehensive Financial Plan
- Consolidating and maintaining Superannuation (including Self-Managed Super Funds)
- Arranging and maintaining salary-packaging
- Arranging and maintaining Life Insurances
- Arranging Finance (Vehicle and Equipment)
- Arranging Mortgage Home Loans
- Arranging Business Loans
- Co-ordinate Tax Returns and accounting requirements
- Bookkeeping services for self-employed clients (BAS reports, monthly and year to date Financial Reports)
- Co-orindate legal requirements (Wills, Enduring Power of Attorney, etc.)
- Administer all correspondence relating financial needs (super, tax, legal, life insurances, general insurance, or anything else you require)
Comprehensive Financial Plan
We'll develop and prepare a Comprehensive Financial Plan for you, and implement the strategies - including:
- Consolidate super funds
- Arrange Life Insurances
- Arrange finance requirements
- Arrange mortgage requirements
Risk Management Plan
We'll develop and prepare a comprehensive Personal Risk Management Plan, and arrange any Life Insurances for you.
Free Financial Assessment
We offer a Free Financial Assessment, so you can decide which option will suit you. Contact Us today and make an appointment.
Author:G. Dean McKinnon
| Tags:Financial Planning |
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