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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
Mission / Vision / Values

 

Bringing all the pieces of your financial life together 

 

OUR MISSION - our purpose and primary objective 
 
To provide our clients with the Financial Certainty by bringing all the pieces of their financial life together... building their wealth, securing lifestyles, and achieving their business, family, and personal goals.
 
 OUR VISION - the picture of the future we want for our firm
 
The more time and empathy we invest in understanding our clients, their businesses and their families, the more relevant and valuable the advice that we offer will become.  To achieve our mission of developing strategies and working with our clients to achieve their financial and personal goals, we must in turn:
 
  • Deliver outstanding service standards providing valuable contributions to our clients businesses and finances
  • Create a team of extraordinary individuals who belong to an organisation which has as its culture; pride, passion and professionalism
  • Attract staff with high levels of knowledge and people skills
  • Maximize return on our clients' time and the effort they invest to meet their business, family and personal financial goals
   
 OUR VALUES - what is important to us
  • To enjoy what we do!
  • To communicate regularly and openly
  • To work as a team and have a team that shares our core values; our people are what makes us great
  • To have a team of passionate people achieving great outcomes for our clients, ourselves and our communities
  • To respect, understand and empathise with our clients as individuals
  • To act with integrity and honesty at all times
  • To provide a personalised service to our clients
  • To maintain strong individual relationships and focus on building strong life long relationships with our clients
  • To commit to affordable and outstanding quality service
  • To provide and add valuable solutions to our clients' needs and being attune to broad business issues
  • To always take ownership and follow up on all issues
  • To have a willingness to learn and evolve through continued education and life long learning
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
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