Financial Planning
As a principal of MHP Private Wealth, Maree is an Authorised Representative of InterPrac Financial Planning Pty Ltd, AFSL No. 246638. Financial Planning is performed through the MHP Private Wealth Corporate Authorised Representative Licence 431283.
With BRJ Accountants and Business Advisors' affiliation with MHP Private Wealth, we are able to provide a holistic approach for our clients to meet financial goals and assistance in wealth creation
Maree sincerely cares about her clients' individual needs. As a practising accountant and financial planner, Maree prides herself on providing a holistic solution for her clients to reach financial freedom. Understanding that financial freedom has a different meaning to many individuals, Maree is able to provide assistance to clients throughout their wealth journey.
Because Interprac does not issue its own products, there is no pressure to recommend in-house products. We recommend a range of extensive products from quality third party providers.
Services Offered:
- Investment advice
- Superannuation
- Cash flows
- Budgets
- Financial projections
- Risk management
- Investments in managed funds and shares
- Retirement planning
- Business & personal insurances
- Home and investment loans and leasing
- Estate planning