MAC Financial | Get the best financial advice to achieve your goals and futureproof your life.

Saving

Do you have a Spending Plan that maps out what you can save? All Wealth starts with Savings. Having a plan in place for savings will put you on the right path to future Wealth.

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Investing

With a Spending Plan and regular savings you know how much you have available to invest. Property, Shares, Super (the investments you choose in super) all need to build your Wealth. We will help you navigate your options and choose the right investments for your future Wealth.

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Lending

Borrowing Money (and paying it back) gives you the opportunity to invest in your future. First Home, Second Home, Investment Property/s. Lending is a great tool to help you grow your future Wealth.

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Wealth

We will help you build your financial wealth through Saving, Lending, Investing in Property, Shares, Superannuation & Pensions. Our Wealth programs won’t just build your financial wealth they will empower you to do the things that you want in life knowing you have a plan in place that works for you.

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I am very happy to have found MAC Financial. Jamie has been fantastic guiding me through the intricacies of being prepared for retirement. He is a very good listener and knows heaps about his field and profession. He has given me reassurance, great results and has a very friendly and easy way to deal with people. I would definite recommend him to any one who needs guidance and is looking for trust regarding superannuation or retirement issues.

Marta S

Jamie basically turned our finances around. We were going backwards in a big way and we hooked up with Jamie and he changed our spending habits and we are now in a great position.

Ross B

Jamie and i have been working together for over 15 years now and i could not be happier with the service i have received. Jamie's advice and communication give me confidence and peace of mind that my finances are in good hands. I have no hesitation in recommending Mac Financial.

David G

Jamie and his team provide an invaluable service. His advice has helped us make the most of our investments, and set up our retirement plan. It’s given us peace of mind and security for our future. Always happy to answer questions, Jamie and Tiff are a pleasure to work with.

Annie A

I highly recommend MAC Financial. Jamie has helped us work out a spending plan structure so we can save and enjoy life. Jamie was able to show us where we are today and where we want to be and now we have a clear understanding of what we need to do to get there.

Michael V

After working together with Jamie and MAC Financial for the past 10 years we feel good that we are fully prepared for our upcoming retirement. With the guidance of the MAC Financial team we have been able to consistently improve our wealth and particularly our superannuation assets. Whilst the markets have been up and down Jamie has educated us on what to expect and how to deal with these fluctuations. Through regular communication and ongoing financial education we have felt at ease and we are looking forward to a comfortable retirement.

Alan & Jenny, Clifton Springs

Max and l have been very happy with Jamie and the team from MAC Financial. Jamie has guided Max and myself with setting up our superannuation so we will be comfortable in our retirement. Jamie is always happy to answer any financial queries we ask.

Glenda T

I have known Jamie Mac for 30 years and continue to utilise his expertise for my financial planning and SMSF. Jamie has a wealth of knowledge which I found very beneficial when it comes to planning around my financial strategies. I have always found MAC Financials staff to be on point and efficient with their level of service and communication.

Jim C

OUR CLIENTS TRUST US TO GET THEM FROM WHERE THEY ARE TODAY, TO WHERE THEY WANT TO BE

We enjoy seeing our clients achieve their Wealth Goals and would love to show you how this is possible for you.

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Why MAC?

We help you Build Wealth!

At MAC we are a professional and passionate team dedicated to helping all Australians build their wealth. Our approach is open, honest and transparent. When it comes to growing your wealth, we understand that having a professional planner working with you and helping you make the best choice for you will be the best decision you will make.

Wealth is a destination reached by those who regularly take the right steps. Working together we make sure that you are best placed to reach the destination you want.

Jamie McIntyre

Here at MAC, we help to understand the value of professional financial planning in a fun and positive environment. We enjoy building Wealth and seeing our clients achieve their Wealth Goals and would love to show you how this is possible for you.

Our Offer

Our Unique Greater Wealth Process

CONNECT

It all starts with a connection. You have found us through an introduction from a family member a friend or other professional you work with. It could be via Google, Our Website or our Socials. In the Connect phase you progress to a 10-minute phone/Video Meeting with our Financial Planner to see if we are the right fit for you to grow your wealth.

ASSESS

Once you have had Kickstart Call and the connection is strong. We discuss the important things in your life, the things you want to achieve, and we talk about how we can get you there. We start to assess together how we can help you and offer to progress to a Face-to-Face meeting to Kickstart your wealth.

At the in person Kickstart Meeting we will go deeper into the detail of what you really want to achieve. We will continue to assess and discuss your current wealth and the future wealth opportunities available to you. In our meeting you will get clarity of what you have, what you want and how to get more of what you want out of your life and your wealth. We will offer to build you a plan to achieve what you want and recommend the appropriate wealth program that is right for you.

PLAN

In the planning phase we will figure out together what is most important to you. We will discuss and refine the Financial & Lifestyle Goals that are important to you. With clear goals in place, together we will map out your future, guide you to make decisions that improve your wealth and help you to see the big picture of your future. We will discuss and figure out how all your assets, liabilities, income, and expenses work together to achieve what you want. You will have a comprehensive plan that is unique to you/your family to build the future that you want.

GROW

Your plan is built, and you now progress to putting your plan into action and building on the foundations of your existing wealth. The grow phase will improve your life and wealth. You will take regular steps to grow and improve your wealth. You will have regular savings that you invest in your future. Those savings could be used to pay down debt, invest in assets or invest in your family (travel, education, weddings etc). You will know when to spend, when to invest and what to prioritise first.

REPEAT

You have a plan in place that evolves over time. Each year you invest time to Assess, Plan & Grow. You are consistently achieving your financial and life goals along the way, and this empowers you to evolve and create new financial and lifestyle goals as you grow your wealth. You continue to work with us and continue to experience the compounding effect of investing in yourself, your future and building your own version of Financial Freedom.

MAC Financial offers advice and insight into all elements of your Wealth. Our Wealth Programs will make your Wealth Goals a future reality.

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