We believe in providing a large range of finance solution to each and every one of our clients.
Menzies Financial Group recognises the value of working with a personal financial planner.
We will listen to and understand your requirements, tailor suitable financial advice and then work toward helping you implement that financial plan.
Too often we here of clients not receiving the service level they expect. We give you the opportunity to work with a licensed financial planner who is committed to helping you achieve your lifestyle and financial goals.
Menzies Financial Planning Pty Ltd is a Corporate Authorised Representative of AVALONfs Pty Ltd – AFSL #437518
The following 4 steps is an ongoing cycle that needs to be completed periodically:
Meet with our financial consultant where we review your current financial position, future goals and opportunities.
This consultation with one of our financial advisors is completely cost and obligation free!
Your financial will evaluate your situation and more importantly understand what you want to achieve.
Once this is done we can develop a tailored strategy that is inline with your goals.
Your ‘Statement of Advice’, otherwise known as a Financial Plan.
So you are on the path to achieving your goals and gaining financial security, Menzies Financial Group will provide ongoing examination and reviews of your ever-changing financial position.
Remember: We are here to help individuals plan and manage their wealth through personal financial advice, superannuation, investment strategies and retirement planning.
To achieve financial freedom you need a plan and the financial tools to implement that plan. A Menzies Financial Adviser will develop this plan for you and answer the following key questions along the way;
*Menzies Financial Planning pty ltd is a corporate authorised representative of Avalonfs Pty Lty AFSL 437518