Financial Planning & Financial
Services

Family Wealth Professionals is a Corporate Authorised Representative (No. 333438) authorised by MCA Financial Planners Pty Ltd under its Australian Financial Services Licence (AFSL Licence No. 223610) to assist you in relation to all your personal and corporate financial planning requirements. Family Wealth Professionals is able to provide you expert advice for both Wholesale and Retail clients for:

Family Wealth Professionals are able to provide comprehensive, compliant financial plans for individuals, families and strategic planning advice for Business and Corporate. By analysing your individual risk and investment profile Family Wealth Professionals are able to tailor a plan to suit your specific requirements and structure your portfolio.

On acceptance of recommendations entailed in the Statement of Advice, in most instances, Family Wealth Professionals and its Authorised Representative’s will act upon and carry out instructions to implement such recommendations. Further, Family Wealth Professionals continually monitor client plans and portfolios and continually monitor your plan to ensure that it remains relevant in the face of the changing economic and legislative landscape.

Where the capacity of implementing any advice requires the use of other professionals, Family Wealth Professionals are happy to work with any personally preferred professionals or where required, may assist in arranging our in house professional team to carry out the instruction, service or advice. Let Family Wealth Professionals assist by reducing the risk, headaches and complexity in maintaining and building intergeneration wealth for your and your family. Call Family Wealth Professionals today.