Keep track of your finances

Our 'lifetime cashflow' is a lifesaver for your finances

Client Sites

Macmillan Financial Planning uses client sites to help our customers with their financial planning. This includes tracking of your expenditure and aggregated assets, as well as a secure portal for sharing documents.

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Our client sites are one tool we use to help our clients manage their investments and finances; allowing them to see spending and keep track of what is going in and out. This keeps you in control. And we're here to help along the way.

Get in touch to find out more.

Lifestages

My wife and I have been clients of Macmillan Financial Planning for nearly ten years. Graeme is an outstanding financial adviser.

Prof. N Simco
Graeme has provided us with timely, sufficient information for us to monitor performance; he is quick to respond to any queries and remains proactive, bringing new ideas for consideration on a regular basis.

Client
What has impressed us so much is the care that Graeme takes to really understand our family and what the best financial arrangements would look like to enable us to meet our priorities. I have no hesitation whatsoever in recommending Macmillan Financial Services. Graeme has been instrumental in enabling our family to make really good financial decisions over a long period of time.

Prof. N Simco
Graeme is not only a thoroughly decent chap but absolutely great at breaking down complicated financial speak into understandable, non-scary and common-sense language. I completely trust him to do what's right and best for my money. His knowledge and patient approach also make him a pleasure to work with.

K. Hunter
We trust Graeme, he is approachable and good listener and at the same time is professional and considerate. He has strong analytical skills and in-depth knowledge which enables him to provide good objective judgement. All of these qualities amount to integrity in a valued service.

R & P Murray
In an industry often dominated by jargon and sales-speak, Graeme is a breath of fresh air. He listens carefully to our priorities and aspirations, delivers on his recommendations and has a gift of making often complex financial considerations understandable. Focusing first and foremost on his clients’ needs, his input has enabled our family to make well considered and sustainable financial decisions going forward and we would not hesitate to recommend his services.

Ed & Leah
Graeme has been my adviser for a good number of years and his knowledge and advice have been very important to me both planning for retirement (I'm now retired) and investment from an inheritance. I can honestly say that I have had no problems at all in our business relationship and have recommended his services to a number of people.

G McPhee

Keep track of your finances

Client Sites

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Interested in learning more?

Lifestages

Pre Retirement

Post Retirement

Estate Planning

Business Owners

My wife and I have been clients of Macmillan Financial Planning for nearly ten years. Graeme is an outstanding financial adviser.

Graeme has provided us with timely, sufficient information for us to monitor performance; he is quick to respond to any queries and remains proactive, bringing new ideas for consideration on a regular basis.

We trust Graeme, he is approachable and good listener and at the same time is professional and considerate. He has strong analytical skills and in-depth knowledge which enables him to provide good objective judgement. All of these qualities amount to integrity in a valued service.

Keep track of your finances

Client Sites

Login

Interested in learning more?

Lifestages

Pre Retirement

Post Retirement

Estate Planning

Business Owners

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My wife and I have been clients of Macmillan Financial Planning for nearly ten years. Graeme is an outstanding financial adviser.

Graeme has provided us with timely, sufficient information for us to monitor performance; he is quick to respond to any queries and remains proactive, bringing new ideas for consideration on a regular basis.

We trust Graeme, he is approachable and good listener and at the same time is professional and considerate. He has strong analytical skills and in-depth knowledge which enables him to provide good objective judgement. All of these qualities amount to integrity in a valued service.

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