1. Philosophy

"To follow, without halt, one aim... there's the secret of success"

- Anna Pavlova 1881-1931

One very creative, and courageous, person's definition, which sums up our philosophy perfectly...

Our one aim is to work with you to do the best we can to succeed in helping you recognise and achieve as many of your life financial goals as possible, from the resources you have available.

We want to earn your trust by listening, and then sharing our knowledge with you... to enable you to make informed financial choices.

McCormickfs helps people in all stages of their life with financial strategies through the provision of the following Financial Planning services:

  • Life, Permanent Disability, Trauma and Income Protection Insurances.
  • Self Managed Super Funds.
  • Corporate Superannuation Solutions for Small/Medium Enterprises.
  • Individual Investment and Retirement Planning Advice.

As we all hopefully look forward to longer healthier lives, a good financial strategy, followed by effective plan implementation and ongoing review, is essential.

It is never too early to start... and it is never too late.

In addition through our network of Associate Professionals, we are able to arrange the following services:

  • Property, Liability, PI and other General Insurances.
  • Motor Vehicle, Fleet Management and Leasing/Rental Solutions.
  • Employee Vehicle Salary Packaging (Novated Leases).
  • Office Equipment/FitOut and Other Leasing.
  • Mortgages.