We empower you to make informed decisions to improve your lifestyle through sound strategies incorporating ongoing support, service and education. Our experience counts.
We will guide you through the wide range of strategies and options to make the right financial decision for your circumstances - putting you firmly on track for a secure financial future. Importantly, the Brown and Bird Financial Planning team understands the implications of your financial strategies and will help you to structure your financial affairs.
Contact us today to arrange an initial meeting to discuss how we might be able to assist you.
At Brown & Bird Financial Planning Mackay we care about our client’s knowledge and their confidence around strategies for their money. We have been working in the Financial Planning industry for over 20 years. We take a genuine interest in our client’s lives, and the financial aspects of their life. We work with them on their goals and dreams and assist them to ensure these are fulfilled. We have a friendly team of financial planners in Mackay that is always available during normal office hours and no problem or question is too small for us to help with.
We pride ourselves on our technical knowledge and our ability to know what strategies and solutions best suit our clients. We keep up to date and as legislation, investment markets or our clients situation changes we can optimise the current situation. Our Experience Counts.
Typically our first meeting with you will be an exploratory meeting. We will tell you some information about us, our service, our qualifications and background. We will then learn about you. Your current financial situation, your concerns and your goals. From this we will be able to point out some strategies that will be suitable to you. We will then describe our services to you, the fees involved and the next steps.
If we both choose to more forward from this meeting we would prepare an advice document. From here we can assist with the implementation of any recommendations. Importantly, financial planning is not a set and forget strategy. There is one constant in life, change. Our ongoing service includes regular reports, an annual review meeting, monthly enewsletters and access to our online Financial Knowledge Centre by selecting the video below.