The Simpler Way to Build Wealth
Our difference
Receive comprehensive, personalised advice to take control of your finances today, to reach your goals of tomorrow.
Convenient
Our knowledgeable financial planners will work with you to help you make better financial decisions, to assist with growing and protecting your wealth.
Objective
Utilising our combined experience in financial services of over 20 years, we develop a personalised plan for you, always having your best interests front of mind.
Dedicated
Our financial planners carefully manage a small base of clients, allowing them the time to ensure you fully understand your financial decisions.
About McFillin Financial
Our goal is to help everyday Australians make better financial decisions, helping you enjoy the freedom and lifestyle that you desire. Whether you’re starting out in the workforce, are established in your career or business, or approaching retirement, we take the time to help identify and understand your goals, control your cash-flow and make informed decisions in partnership with you.
Our Services
Our friendly, expert team can help you with all of your financial needs.
Retirement planning
Make sure you have enough to be comfortable and independent.
Superannuation
Understand the benefits of superannuation as a wealth creation vehicle.
Wealth Creation
Build your wealth using the right balance of growth and security.
Insurance
Protect your loved ones and your wealth from life’s uncertainties.
Investments
Combine the right investments and tax structure to maximise your wealth.
Some Fun Facts
Our advice has changed lives in a range of ways since 2013.
Dreams now possible
Future opportunities
Worries removed
Sound nights
Case Studies
We have helped people from all walks of life to get the most out of their money.
Case study one
Recently separated retiree
We projected out her potential asset base over her life expectancy, showing the ability to meet ongoing living expenses whilst retaining access to capital for the future.
Case study TWO
Business owners
approaching retirement
We reviewed their existing superannuation and investments and identified a superior platform option saving them over $11,000 in annual fees.
Case study three
Maximising retirement savings
We enabled the purchase of a commercial property to maximise retirement savings, by investing the annual rent into a diversified investment portfolio.