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Financial Planning

No matter what you want out of life, BMO Financial Solutions can help you get there.

Our aim is to help you achieve financial success and peace of mind by providing you with a personalized financial strategy. We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges.

We are committed to client service excellence and ongoing adviser education. All of our advisers are qualified, financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control.

  • Investment and Retirement Planning
  • Wealth Creation and Superannuation Advice
  • Life, Critical Illness and Disability Insurance
  • Income Protection Insurance
  • Business/Partnership Protection Insurance

Our process is simple: Understand your goals, consider the opportunities and risks, build your financial strategy, bring your plans to life and keep you on track with regular tailored advice.

Check out the latest newsletter (Summer 2016) for articles and stories about building, protecting and managing your wealth >

Read the McPherson & Associates Pty Ltd Privacy Policy here >

Financial Services Guide – Shane Lee >

Financial Services Guide – Mal Smith >

Principal Wealth Management Pty Ltd trading as BMO Financial Solutions ABN 53 109 336 601 is a Corporate Authorised Representative of McPherson & Associates Pty Ltd Australian Financial Services Licence (AFSL) 229883. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. McPherson & Associates Pty Ltd and its Authorised Representatives do not accept any liability for any errors or omissions of information supplied in documents on this website.

 

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