Chris McLean, CFP®

Chris offers comprehensive financial advice for wealth accumulators as well as retirees. The firm works closely with accountants and solicitors for the greater benefit of clients. Aged Care, Estate Planning & Self Managed Super Funds are specialisations of the practice. Business succession planning and life insurance advice for business owners and families are also a strong focus. We also liaise with mortgage brokers to help clients obtain a sensible loan structure and reduce debt effectively.

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