Extensive Experience in Money Matters

We provide strategic guidance, finance broking, estate planning, financial advice and other support to those people looking to make better decisions.

Our links with Accountants & Advisers, combined with the research provided by our^licencee, makes sure you get the appropriate feedback and advice for your own circumstances.

We can also support you with a number of data tools that can assist if you are looking to purchase real estate or businesses.

 

^ – Only Financial Planning services are provided by our Licencee. 

Support for Financial Decisions

Our advice in financial services covers a broad range of areas including:

– Superannuation (Including SMSF’s)
– Business Asset Protection (Buy Sell Agreements)
– Life Insurance (Total and Permanent Disability, Trauma and Income Protection Insurances)
– Managed Investments & Securities (Managed Funds, Direct Equities, ETF’s, Annuities)
– Retirement Planning
– Cash flow Management
– Aged Care

Property Search Tools

For those looking for Property as part of their investment strategy, MCP is a long term subscriber to property data which is provided by CoreLogic. 

This enables a report on completed residential property in most areas, with the most valuable component being comparative sales in recent times and the actual property’s history in terms of its own sales.

Please enter the house or unit and suburb(s) interested in and and ​we ​will generate a report for you.

BMW MCP Pty Ltd Corporate Authorised Representative No. 1273800

Alliance Wealth Pty Ltd AFSL 449 221 ABN 93 161 647 007 www.centrepointalliance.com.au