MeetJamie McIntyre
Expert financial advice and personalised wealth building programs in Geelong for long-term success
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 and financial advisor working with you and helping you make the best choice for you, will be the best decision you will make.
Here at MAC, we help you to share the value of professional wealth management and financial planning in a fun and positive environment. We enjoy building wealth and seeing our clients achieve their wealth goals, and we would love to show you how this can work for you.
Our unique greater wealth process
Connect
It all starts with a connection. You may 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 15-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 a 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 and 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 and 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.
Our offer: a unique greater wealth process
It all starts with a connection. You may 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 15-minute phone / video meeting with our financial...
Wealth programs: build the wealth you want
You can hope for financial luck, or you can build a plan to increase your chances of financial success. With a plan in place, and a team supporting you to make your plan become a reality, you are best placed to achieve what you really want in life. We are here to help every step of the way...
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
GoogleReviews
Jamie has been able to skillfully help me see investing in a new way!
And the budget planner is already paying off!
Thanks guys. Looking forward to going on this journey with you.
The advice and direction l have been shown has helped me immensely to understand what is required for the future. I highly recommend Jamie and his team.
It’s been a bit of a rollercoaster emotionally, but in a really positive way. We’re now in a much better place financially and it’s really helped our mindset too. We’ve built a much healthier relationship with money and feel proud and in control of where we’re heading.
Jamie and Tiff helped us with everything – from sorting out our budget, to planning investments, and navigating the mortgage process. They explained it all in a way that was easy to follow and gave us a clear path forward. We’re feeling really confident about our future now. Couldn’t recommend them more!
MAC Financial have been pivotal in my grief journey since the death of my husband in June 2024. As I fumbled my way through papers and documents most would have considered me a nightmare but not the MAC Financial team. They were patience and empathy personified and I remain eternally grateful to both Jamie and Tiffiny for continuing to navigate me through a turbulent time above and beyond the call of their duty.
There are many people who claim they are leaders and maintain they know what leadership is. What we saw at MAC Financial was true leadership in action displayed by the team. We witnessed the modelling of appropriate behaviours and the maintenance of professional standards by all.
Many organisations would be envious of the calibre of the staff at MAC Financial.
On behalf of my husband and myself I wish to simply offer my heartfelt thanks.
Jamie listened intently to our financial goals and has provided us with the tools to be more disciplined with our finances.
We expect this to be a long-term relationship that we will continue to benefit from for years to come.
Jamie understands everything we tell him and what we want moving forward.
We can ask anything and he always gives a clear and direct answer.
To this point it has been a seamless and enjoyable experience which has left us feeling excited about the coming years and what the future holds for us financially.
We highly recommend Mac Financial.
Troy & Sam
Pam & Len Kestles
Jamie has made himself available for a quick call to see how you’re tracking when making a big life decision. He has a way demystifying markets and has been patient in working with me as I dip my toe in the water with shares.
Tiff takes her role as Client Services Manager to the next level - is a gem! Friendly, personable and has a remarkable ability to know when you need a call from Jamie. She has supported me when completing government forms and made life so much easier- she goes way beyond.
I have enjoyed working with MAC and can see a long journey ahead. I’m sure you won’t be disappointed working with this friendly and highly knowledgeable financial planning business!