What is MacDonnells Financial Services? 
MacDonnells Financial Services Pty Ltd ACN 086780994 (MacDonnells Financial Services) assist clients with financial and lifestyle planning so that they can achieve their financial goals both during their work-life and in retirement. MacDonnells Financial Services was established in 2002 to provide quality financial planning advice in all areas.

MacDonnells Financial Services works closely with MacDonnells Law to provide quality financial planning services complementing the legal services provided by the law firm. MacDonnells Financial Services shares many clients with MacDonnells Law.

Together, MacDonnells Financial Services and MacDonnells Law are able to provide a complete and tailored package of financial planning and legal services to clients. 

With so many financial planners in the marketplace today, how do you know which one to choose, or which one to trust? 
The Financial Planning Association of Australia recommends that you choose a Certified Financial Planner (CFP) who is required to have a substantial amount of formal education as well as industry experience. It is vital to obtain details about your financial planner's credentials and experience, and whether they are their own licensed dealer or whether they belong to a dealer group. These days, 80% of dealer groups are owned by banks and a large proportion of portfolios are invested in products associated with those institutions. This means that you may miss out on investments that are not "preferred" by that dealer group.

MacDonnells' Financial Services is part of a dealer group that is privately owned wholly by its advisers. FYG Planners Pty Ltd, the dealer group, is ultimately responsible for any securities and investment advisory services your adviser provides, and is responsible for the supervision of its advisers who must all maintain FYG's high standards of service and advice. MacDonnells' FYG license allows us to advise on a very broad range of investments offered by banks, life companies, fund managers, stockbrokers, building societies, credit unions and other institutions. We are not aligned with any suppliers, fund managers or financial institutions, so we are obliged only to get the best possible benefits for our clients.

What sets MacDonnells Financial Planning apart?
MacDonnells Financial Services works closely with MacDonnells Law to provide clients with a "total package" high quality, tailored service. MacDonnells Law provides advice on issues such as preparation of wills and powers of attorneys, estate planning / business succession planning, trusts and partnership arrangements. MacDonnells Financial Services provides advice on how best to put these arrangements into place by assessing our clients' lifestyle and retirement needs, taxation issues, financial protection for family members and their businesses and assets, investment structures and savings plans.