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- 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

About your Personal Information

M Financial Services, incorporating its related entities ("M Financial Services", "we", "us", "our"), is required to collect and use certain personal information about you in order for us to carry out our responsibilities to administer your financial affairs as instructed by you, and to enable us to comply with our legal/or regulatory obligations.

In most instances, we will collect personal information directly from you or where it is provided to us with your authority.  We may also be required to collect personal information about you from a third party, which we will only do as permitted or required by law.  Sometimes we may be required to collect sensitive information from you or about you from a third party for the provision of certain insurance and/or financial planning services.

In the normal course of the services we proved to you, you will be able to deal with us anonymously or by a pseudonym where it is lawful, practicable and reasonable to do so.

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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
  • 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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