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.

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Retirement planning

Make sure you have enough to be comfortable and independent.

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Superannuation

Understand the benefits of superannuation as a wealth creation vehicle.

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Wealth Creation

Build your wealth using the right balance of growth and security.

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Insurance

Protect your loved ones and your wealth from life’s uncertainties.

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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.

“Recently we set up a Self Managed Super Fund to enable us to purchase a commercial property. From start to finish, the process was made simple because of the knowledge of Andrew and the team at McFillin.

Andrew was very thorough with his advice, and everything was completed within a very timely manner. Communication was always of a high standard, all questions answered to put our minds at ease and feeling like we were in good hands.

We are excited to see what the future brings. Thanks to the team at McFillin Financial and McFillin Accounting.”