Menu
   COMPASS CLIENT LOGIN
   M FINANCIAL NEWS & UPDATES
Realise Your Dream
November 2016 - Realise Your Dream
WHY IT PAYS TO TRUST THE EXPERT: Planning for retirement is not easy, and surviving the changing legislative landscape during the twenty-plus years most of us will live in retirement can, in certain circumstances, be even harder. Find out more
Prepare For Life
Issue 23 - Prepare For Life
SPRING CLEAN YOUR AGE PENSION. If you are in receipt of an age pension from Centrelink, or a service pension from the Department of Veteran Affairs (DVA), every year in March and September your pension is adjusted to be in line with the highest of the following indicators: Consumer Price Index (CPI), the Average Weekly Total Earnings (AWTE) rates, and any pensioner and beneficiary living cost index increases. Find out more
Summer 2016
December to February - Summer 2016
Summer's here and the countdown to Christmas begins in earnest. After such an eventful year on the global political and economic front, investors will no doubt be looking forward to some time out to relax with family and friends. Find out more

 

We can help you create a foundation to protect and build wealth. Read more

Just Starting Out

 

Let us look at ways to accelerate you path to increased wealth. Read more

WEALTH BUILDERS

 

Let us help you take control of your financial affairs. Read more

LIFESTYLE PLANNING

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

BOOST YOUR SUPER
OUR
SERVICES

 

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
MANAGE
YOUR
DEBT
We can provide ongoing service at a level to suit your needs... Read more
ONGOING
SERVICE
OFFERINGS
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