M Financial Services

About

M Financial Services is the dedicated financial planning division of Maclean Partners Chartered Accountants.

Story

A financial plan is the best way to make sure your finances meet your immediate needs and future goals.

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 Service Licence 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 Ltd.
Andrew Westcott leads up a team of 10 advisors, para-planners and support staff. Two of the practice partners, Ross Maclean and John Kerrisk are Certified Financial Planners. Their Chartered Accountancy qualifications also designate them as Specialist Financial Planners.

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies are designed to provide a separate source of income to your business or employment income.

Mission

To provide our clients with client 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.