Sharing our Experiences
Over the years we have seen diverse experiences relating to money. Check out our e-learning resources that help you or your loved ones make better financial decisions.
In this section you will find everything from basic information on buying Property, through to more complex business matters.
E-books
Some selection of topics are below. If you want some information or articles please let us know.
Calculators
We have a wide array of calculators that can assist with money, mortgage, property and other stuff. There are a few below and ask us for anything else you need.
White Papers
The MCP “White Papers” are a range of short Financial Insights on topics that may be relevant to you. We trust that they will stimulate some thinking or actions for you.
Self Managed Super Funds & Gearing
A brief overview on your options.
Document Manager
We do a lot of things across the broader MCP Group. There are lots of paper and information – much of it here, though let us know what you need.
Finance Broking
Financial Services - Acquisitions & Valuations
Name | Description | Author | Date | |
---|---|---|---|---|
Loan Book Valuation | Example Valuation Summary | Dave McCleery | 12/11/2017 |
Commercial Finance
Name | Description | Author | Date | |
---|---|---|---|---|
Finance - Professional Services | Accountants, Financial Planners, Lawyers etc. | 02/08/2017 |
Estate Planning
Name | Description | Author | Date | |
---|---|---|---|---|
Estate Planning Overview | Summary | Mike Poynter | 17/12/2017 |
Business Advice
Name | Description | Author | Date | |
---|---|---|---|---|
SME Expertise | Get Rhythm in your Business | Dave McCleery | 11/11/2017 |
Equipment Finance
Name | Description | Author | Date | |
---|---|---|---|---|
Statement of Financial Position | Editable PDF | MCP Financial Services | 10/12/2017 |
Superannuation & Borrowings
Name | Description | Author | Date | |
---|---|---|---|---|
Basics of Superannuation | David Payton | 09/10/2017 |
General Insurance
Name | Description | Author | Date | |
---|---|---|---|---|
Insurance - Professional Service Firms | Accountants, Financial Planners, Lawyers etc. | Paul Evans | 20/12/2017 |
Gallery
Anything more you would like to see? Let us know.