Financial Planning Solutions

In partnership with Financial Foundations Australia, McCann Clarke & Co is now offering a comprehensive range of services to create, manage, and protect your wealth.

At McCann Clarke & Co our financial planning solutions can give you confidence that you are making the most of your hard earned money, and the security of knowing you are on track with your financial goals.  Our clients expect the best from us, and that is why we have collaborated with Financial Foundations Australia, one of the most reputable and experienced financial planning organisations in Australia.

We provide the following financial planning solutions:

    Superannuation 
    Risk Management
    Succession & Estate Planning
    Wealth Creation & Retirement Planning 
    Insurance Advice & Placement 
    Finance Options 
    Salary Packaging


That's Value!

If you have ever wondered about the value of financial advice or questioned the need of seeing a financial advisor, this article is for you.  Rice Warner Actuaries recently published a report on the value of financial advice, and the results are very interesting.

According to the Financial Planning Association's Value of Advice Research Report, clients received the most value from financial education, maximising government support, budgeting, goal setting, life insurance, tax management, compounding returns, and cash flow management. The Value of Advice Research Report highlights key areas which are of high value to individuals including: The avoidance of future costs through planned cash and debt management Improved lifestyle stability through insurance coverage, securing ownership of a home, and applicable government support Enhanced life opportunity through focused business management, return to work strategies, and acquisition of lifestyle assets. For the full Financial Planning Association's Value of Advice Research Report click here. For the Financial Planning Association's Good Advice Case Study Booklet click here. Article information and Table 3. are obtained from the Financial Planning Association's Value of Advice Report, February 2008.