Macmillan Financial Planning Services
We are here to help you discover what you need to live life as you want, at the time you want and on your terms. Whether you are on track but need help to make the most of what you have or need to improve your options, we will help you reach the best outcomes based on your individual needs.
Our approach to give you that peace of mind is based on years of experience and the following principles:
Organisation – we will help you organise your finances for the future
Accountability – we will help you follow through on financial commitments
Objectivity – we take the emotion out of it and recommend an informed approach to your finances which is rooted in your long-term goals
Proactivity – we anticipate the significant milestones in your life and plan your finances accordingly
Education – we work back from your end goal and present the best approach for you to be financially fit for the future
Partnership – we are with you for the long-term, understanding your goals and continuously reviewing your financial plans to keep you on track.
Do you find yourself asking “how much is enough” or “when can I stop working”? Then we can help you plan your financial future.
