McLean Delmo Financial Services has its own Financial Services Licence. We believe this is essential in a Financial Planner providing clients with high quality advice that is not tainted by institutional pressure or influence. A McLean Delmo Financial Planner will be able to work in your best interests to make sure you have the most appropriate and up to date strategies.

Our Financial Services division works on a fee-for-service model that places the emphasis on clients paying for advice from an experienced Financial Planner irrespective of the investments they may make. Ongoing advice ensures our clients continue to have up to date strategies that continue to meet their objectives.

Services offered by McLean Delmo Financial Services

• Superannuation options and income streams
• Self Managed Superannuation Funds (SMSF's)
• Investment options
• Personal Insurance
• Lending and Finance
• Estate Planning

Sound financial advice begins with having the most suitable structure in-place before you select any investment. These structures can include personal and joint holdings, self managed superannuation funds, trusts, companies and combinations of the above.

A McLean Delmo Financial Services Financial Planner will work with you or your accountant to ensure you understand both the advantages and disadvantages of any particular recommended strategy.