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.
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.
How can Male & Co. help you?
We can provide assistance on all issues relating to your personal financial situation.
Our services include:
Wealth creation strategies
self managed, corporate and personal
Personal wealth protection
Savings and debt management strategies
Social security entitlements
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.
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
Help you identify your goals and current financial position
Collect all information needed from you
Meet with you for an obligation free initial consultation
Consider strategies and issues, then develop and present you with written recommendations
Discuss these recommendations with you
Implement the agreed recommendations
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.
For more information contact Desiree Male, our authorised representative.
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