McKenzie Ross Financial Services
Your Life. Your Business. Your Future.
You Want To Protect Them All From The Unforeseen
No matter what age you are, receiving the right financial advice is essential to ensure your financial security both now and into the future.
McKenzie Ross Financial Services can meet all your financial, business and lifestyle needs with a broad range of services, including:
- Financial planning
- Wealth protection (including income protection, trauma insurance, life insurance, TPD insurance, Buy/Sell insurance, Key person insurance)
- Retirement strategies
- Self-Managed Superannuation
- Aged care advice
McKenzie Ross financial advisors also have access to in-house commercial and residential lending brokers, legal services and other services including accounting and auditing, to ensure that we can help you achieve your personal and business financial goals.
Our approach
Meeting with a financial advisor for the first time may seem overwhelming. We make the financial advice process simple to get you on track to achieve your financial and lifestyle goals. Our team is qualified with the right specialist knowledge to save you time and money, and find the right cover to meet your needs.
Start on the road to your new financial future
Please speak with your McKenzie Ross representative today to request a complimentary financial healthcheck with or to find out more.
PRPIA Pty Ltd (ABN 61144888433) trading as McKenzie Ross Financial Services is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee
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Need guidance on the type of commercial insurance product or service that’s best for you? Talk to our broking teams today – Call us on (03) 9691 2222
Key Benefits Of Using McKenzie Ross
High level assurance that risks are transferred where intended.
A greater understanding of the risks retained in your organisation, some of which may require alternative management methods.
A formal process of risk identification that demonstrates good corporate governance to stakeholders.
Linkage between insurance and your organisation’s overall process for risk management.
Enhanced ability for ‘insurable’ risk to be transferred to insurance markets in the best possible light by demonstrating sophistication in identification and analysis.
