VerifiedFinancial Services

Mclardy Mcshane Financial Services

Since 2012, McLardy McShane Financial Services has provided thousands of Australians with accessible, reliable, custom-fit wealth protection, superannuation and retirement planning advice. At the helm is Managing Director, Amanda Freeman. An esteemed industry operator of 20+ years, Amanda leads a highly qualified, passionate, and customer-centric team whose primary motivation is to make wealth protection, superannuation, and retirement planning advice accessible to all Australians. A subsidiary of McLardy McShane General Insurance, the Financial Services operation offers comprehensive financial advisory, including: Personal income and wealth protection: including life insurance, income protection, trauma cover and total and permanent disability (TPD) insurance Business Succession Planning: including buy/sell agreement cover and key person insurance Maximising superannuation Retirement planning and transitioning to retirement Invest, grow and protect your wealth Establish financial protection for your small business Better manage and optimise your cash flow Provide decades of knowledge and insight to help you understand the value of financial discipline and planning, at every stage of life Plan, manage and optimise your super from an early stage Assess your appetite for risk to help you work towards your financial dreams

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