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Realise Your Dream
- Realise Your Dream
ARE YOU FINANCIALLY LITERATE? One of the catch-cries of the pat couple of years has been the need for Australians to become more 'financially literate'. But what does it mean, and who does it apply to? Find out more
Prepare For Life
Issue 24 - Prepare For Life
ON THE BRINK OF ANOTHER SHAKE UP. As you may be aware: a person's Age and/or Service Pension entitlement is based on an assets and an income test. The test that yields the results of a lesser amount of pension is consequently which pension is applied. Find out more
Autumn 2017
- Autumn 2017
Autumn has arrived after a flurry of economic data on the home front during February. The company reporting season for the six months to December was extremely positive overall, confirming that corporate Australia is in good shape. Find out more

 

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Just Starting Out

 

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WEALTH BUILDERS

 

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LIFESTYLE PLANNING

We can provide strategies to boost your superannuation tax effectively to save for your retirement. Read more

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Let us build a plan to help protect your family and assets. Read more

RISK MANAGEMENT
We can advise you whether a SMSF is right for you and if so, establish the fund for you. Read more
SELF-MANAGED SUPER
Management of your debt is the foundation of wealth creation. Read more
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What our clients say...
  • "One word - Trust. I know how to make money, but accounting and financial planning is foreign to me so I've had to rely on people who I trust to look after my money. I've been working with Ross now for over 20 years as an accounting client, and when my financial planner retired it was an easy transition to Andrew, particularly because of his age. Andrew is young, serious, experienced and he is a long-term thinker. There is unbridled trust both ways working with Andrew. - Read more
    - Wayne Nicholson, First National Real Estate
  • "Andrew Westcott stands out from the crowd. When there were a few challenges with an insurance matter, he went to enormous lengths to find a solution. Not only that, he is a genuinely good bloke, and he is supported by a great team at M Financial Services. I trust, respect and highly recommend Andrew to anyone needing financial expertise at any point in their life." - Read more
    - Ryan Boccalatte
  • For approximately forty years, wile Ross Maclean acted as both accountant and friend, I've witnessed the addition of intelligent, hardworking people. Andrew Westcott became my financial adviser almost six years ago. Although honour is an old-fashioned notion, I have found Andrew to be honourable, as well as knowledgeable, helpful, and patient, when I really needed his help when my husband died and I didn't function for a few years. That's when you need someone who you can trust. I have recommended Andrew to several friends, and I recommend you consult Andrew if you need financial advice. - Read more
    - Roslyn Evans
  • Andrew looks after us as if we were his only clients, even though we know we are not. He is generous with his time, easy to talk to, he clarifies issues in simple terms and talks to us in a friendly and professional way. Andrew helped us make the big decisions involved in our retirement, and has never given me the impression that as a female my views are not important in any conversation or decisions making process and this is important to me. Both Don and I feel important and valued by Andrew and the staff at M Financial Services, and that has helped us feel safe and secure in our financial future. - Read more
    - Don and Gayle Zahner