About Us

THE MCCORMACK STORY

McCormack Financial Services was established in 2000 headed up by Principle Adviser Rod McCormack. Our team has extensive experience in all aspects of financial planning, at McCormack Financial Services we provide financial planning advice to a wide range of clients; from business owners to employees and young families, as well at retirement.

Our difference
The most important thing we do is listen. We pride ourselves on offering our clients friendly, personal and honest advice. We take the time to know you and ensure we understand your financial requirements before recommending a solution.

Why choose us?
We give you the personal attention you deserve. Solid Financial Planning can give you – a better lifestyle, security and peace of mind. You’ve worked hard for your whole life to accomplish your goals and provide for your family. Unfortunately most of your hard work can come undone if you fail to plan and fail to  protect and manage your wealth.

We help people manage their money better and much of our business here at McCormack Financial Services is to teach people how to use the money that they do have to create a secure financial future and build their wealth.

At McCormack Financial Services we will first look at your lifestyle now, and the lifestyle you want for the future. We then apply these goals to our planning process. We will work out how to get from where you are now, to where you want to be. Help you to ensure you can maintain your lifestyle, even when you retire.

We can help you better save for your retirement, bring your super into one place and ensure you have adequate cover in the case of illness, accident and the unlikely case of death.