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Financial Planning                  

Good advice is a valuable investment in your financial future

In the complex world of financial markets, investment decisions can prove confusing. With our access to research and current information, we can provide specialised knowledge about investment strategies that are right for your individual situation.

Whether you are wanting to create wealth or you're heading for retirement, we are here to provide solutions that match your needs and objectives.

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Who are Male & Co.?

Male & Co offers full service, financial planning in Broome. We choose to hold our licence through AMP Financial Planning Limited (AMPFP) and therefore benefit from the support of one of Australia’s largest financial service organisations.

AMPFP provides a diverse recommended list of products and services giving us access to over 40 fund managers and life insurance companies.

Our Financial Planning specialist, Desiree Male’s experience and professional qualifications are supported by highly qualified industry professionals as well as ongoing training and development.

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How can Male & Co. help you?

We can provide assistance on all issues relating to your personal financial situation.

Our services include:

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  • Wealth creation strategies

  • Superannuation:

    • self managed, corporate and personal

  • Personal wealth protection

  • Investment strategies

  • Savings and debt management strategies

  • Debt recycling

  • Business solutions

  • Social security entitlements

  • Retirement planning

  • Estate planning

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Our services are complemented by a communications program that aims to keep you at the forefront of legislative and market changes, allowing you to make more informed decisions about your financial future.

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Capitalise on your home equiyy through debt recycling

Maximise your retirement savings

Consolidate your super and make it work for you

Protect you or your family's future through wealth protection strategies

Create a tax efficient structure for your wealth

Some key benefits to you:

Getting to know your financial goals

STEP 3

Help you identify your goals and current financial position

STEP 2

Collect all information needed from you

STEP 1

Meet with you for an obligation free initial consultation

STEP 3

STEP 4

Consider strategies and issues, then develop and present you with written recommendations

STEP 5

Discuss these recommendations with you

STEP 6

Implement the agreed recommendations

STEP 7

Help you review your objectives, financial solution and needs

The value of advice

Our fees are outlined in our Financial Services Guide and also in our fee schedule. We quote any costs to prepare formal recommendations in advance. This ensures that you are fully aware of any fees or commissions prior to proceeding.

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For more information contact Desiree Male, our authorised representative.

FSG | Privacy Policy | Terms & Conditions

Male & Co Pty Ltd (ABN 31 131 221 433), trading as Male & Co Financial Services,

is an authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327,

Australian Financial Services Licence and Australian Credit Licence No. 232706

 

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