Advice Solutions

At Tynan Mackenzie we help successful people make smart financial decisions. We’ll help you deal with all the complex financial issues that have an impact on wealth management, retirement and other key financial decisions. And we’ll invest time and energy in understanding your needs and building an enduring partnership. 

Some of the advice solutions we may discuss depending on your circumstances are listed below. 

   wealth creation and preservation
   retirement advice
   retrenchment advice
   superannuation strategies
   tax planning
   family trusts
   investment advice and portfolio management
   estate planning
   inheritance advice
   insurance
   cash flow management
   gearing strategies and debt management
   Centrelink advice
   employee shares and options
   salary packaging
   business enterprise insurances and succession planning

Advice is highly personal, and our solutions are tailored to your goals, aspirations and personal and family circumstances.   

Pre-retirement and retirement planning 

Personal financial management for principals of small businesses 

Investment strategies 

Estate planning

 
 
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Here's what our clients have to say:

“Very satisfied with the quality of advice. Comprehensive, thorough and tailored to our particular needs.” K, Melbourne

“Our adviser listens and asks questions to completely understand my needs. He explains simply the various ways to protect and build my investments.” LS, Adelaide

“Our adviser has given us sound advice during these hard times.”
MB, Brisbane

“We are very happy with the advice we receive. We are regularly updated on the current trends and changes we may need to make to our investments.” R & O, Qld

 

 

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