Menu
   COMPASS CLIENT LOGIN
   Our financial promise...
   M FINANCIAL NEWS & UPDATES
Realise Your Dream
- Realise Your Dream
IS TRANSITION TO RETIREMENT STILL VIABLE? As many readers will be aware, legally getting access to superannuation before retirement can be rather difficult. But, back in 2005 things were made just a little easier. Find out more
Who We Are

M Financial Services was established in 1994 in response to demand from accounting clients of Maclean Partners to receive consistent advice from an adviser who has complete understanding of the client's taxation, accounting and family structure.  M Financial Services has expanded over the years to receive referrals from accounting firms across Northern Queensland.

Andrew Westcott leads up a team of 10, which includes advisers, paraplanners and support staff.  Ross Maclean is a Certified Financial Planner and his Chartered Accountancy qualifications also designate him as a Specialist Financial Planner.

Financial Planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met.

Our qualified, experienced team can discuss your financial options with you and provide the following Advice Process, to ensure we recommend the best solutions for your individual situation:

Discovery Meeting

  • A Free one hour meeting with a Financial Planner without obligation and at our expense.
  • This interview is designed to identify our ability to assist you and your comfort with working with us for the long-term.

 

Strategy Meeting

  • You have made a commitment to go to the next step which is still free and without obligation.
  • This process involves us discussing and completing a 'Getting to Know You' form and providing you with a Fee for Service quote to prepare your personalised plan.
  • This fee can be paid in two ways - as an upfront direct payment or deducted from your investment portfolio on implementation.

 

Statement of Advice

  • Congratulations, you have made the commitment to proceed and want M Financial Services to provide you with a personalised plan.
  • This plan is called a Statement of Advice.
  • This step involves presenting the plan to you for discussion and approval.

 

 

Plan Implementation

  • Once we have agreed on a financial plan for you we will then seek your approval to implement.
  • Implementation of your plan is the transactional component of commencing your investment program.
  • We charge purely for the time involved with the completion and lodgement of your application forms, ensuring the implementation stage is confirmed and your investments are in place in the manner in which we have advised and agreed upon.

 

 

 

 

 

 

Ongoing Monitoring and Review

  • Planning and reviews are the key to reaching your long-term goals and given your circumstances will undoubtedly change over time, it is important we regularly get together to evaluate where you are heading and how you are progressing.
  • We have designed a range of ongoing client service packages with each program offering services that keep you on track, ensuring you are informed, increasing your knowledge and enhancing your awareness.  We will agree which package is most appropriate for your personal circumstances in the Plan Implementation Phase and the ongoing costs involved.

Jayvee Management Pty Ltd T/A M Financial Services is a Corporate Authorised Representative 378663 (CAR) of Professional Investment Services Pty. Ltd. ABN 11 074 608 558, an Australian Financial Services license holder (No 234951).  The advisers of M Financial Services provide financial services advice on behalf of the CAR as Sub Authorised Representatives of Professional Investment Services Pty Ltd.

 
Professional Investment Services
Head Office
Level 9
10 Bridge Street
SYDNEY  NSW  2000

Ph:  1300 557 598
Email:  profinvest@cpal.com.au

Click here to visit the Centrepoint Alliance homepage
Click here to download FSG

Click here to
Privacy Policy
To make an enquiry regarding our complaints procedure click here

The information provided on this website has been provided as general advice only.  We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investments Services Pty Ltd (PIS) Adviser before you make any decision regarding any products or strategies mentioned on this website.  Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions as a result of you acting upon such information.

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
Logo Logo Logo Logo Logo