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.
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