McInerney Barratt Financial Solutions
We work together to understand what really matters to you and create a plan that helps grow, manage and protect your wealth.
Build your wealth with us
Building, managing and protecting your wealth in today's complex financial and legislative environment requires a comprehensive plan. Formulated together with our experienced and knowledgeable advisors, we provide you with a wide range of financial advisory services designed to meet your specific needs:
- • Financial planning strategies for each generation of the family
- • Investment placement
- • Superannuation fund establishment and ongoing administration
- • Retirement planning
- • Centrelink
- • Personal Insurance and Risk Management
- • Taxation Planning Formulation of savings plans
- • Education funding strategies • Direct shares
- • Debt Management • Margin lending
Aged care
Aged Care is a specialised area of Financial Planning. McInerney Barratt Financial Solutions through their close relationship with the aged care industry, and their financial planning experience in this area, have become the financial advisers of choice to the aged care industry.
Our commitment to our clients:
- • Our services will be delivered in a timely, courteous and professional manner
- • The highest standard of integrity will be upheld
- • Confidentiality will be maintained at all times
- • We will work with your other professional advisers
- • Our advice will reflect what we consider to be in your best interest