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Financial Planning

At McDonnell Hume Partners we consider financial planning to go hand in hand with the management of your tax and accounting requirements.

We work in close partnership with MHP Private Wealth to cater for all your financial planning requirements. MHP Private Wealth works with you to complete a tailored financial solution to grow and protect your wealth.

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Financial Planning

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

The qualified, experienced team at MHP Private Wealth can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at MHP Private Wealth to guide you towards achieving your financial goals.

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Portfolio Management

The experts at MHP Private Wealth offer a portfolio management service that makes handling your investments easy! They provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At MHP Private Wealth they design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

Visit today for specialist assistance with investments!

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