Woodland McGee Financial Services Pty Ltd ABN 66 057 050 781. Australian Financial Services Licence No. 222745. Principal Member of the Financial Planning Association of Australia.

Welcome to Woodland McGee Financial Services Pty Ltd, an independently owned practice providing financial services for over 20 years. Woodland McGee provides advice and planning in:

• Investment
• Superannuation (including the new rule changes).
• Wealth Creation
• Retirement Planning.
• Life Insurance.
• Estate Planning.
• Redundancy and Retrenchment Issues.
• Tax Effective Investing.
• Aged care planning.
• Centrelink and DVA issues and assistance.
• Salary Packaging.
• Children’s savings plans and education funding.
• Cash management.
• Income streams.
• Self Managed Superannuation.

Woodland McGee offers a no obligation free initial appointment. At this appointment we will discuss the issues, how we may be able to help and what the ongoing costs of our service will be. We will also provide a copy of our Financial Services Guide (FSG), which outlines more about our business and is available for download on this website. Once a client decides to have a financial plan prepared, a fact finder questionnaire is completed and a Statement Of Advice (SOA) is prepared and presented at a follow up meeting. The SOA outlines our recommendations, as well as costs, risks, timelines and other peripheral information relating to the advice. The SOA may be updated at later dates where your circumstances change. We also work with you on a continuing basis reviewing the progress of implemented strategies. Services can be provided in a number of ways and costs may be structured according to individual preferences.  We are independently owned and have our own licence, so do not have to conform to the requirements of an institutional owner or large dealer group.