Kickstart
Wealth Meeting

In person (or online) meeting with our MAC Financial planner

Investment: $500

At MAC Financial in Geelong, your journey toward greater financial success continues with our kickstart meeting. An in-depth session with one of our experienced financial advisors.

After your 15-minute kickstart call, this meeting is your next step to dive deeper into your financial goals and identify the right wealth management program to help you achieve them. You’ve already taken the first step, now it’s time to focus on your personalised strategy to build, protect, and grow your wealth.

Before your meeting, you’ll provide us with essential details about your current financial situation. Our financial advisors will carefully review this information to ensure your meeting is insightful, efficient, and valuable.

During your kickstart meeting (either in person or online), we’ll spend up to 75 minutes unpacking your goals, priorities, and financial aspirations. Together, we’ll:

Clarify your wealth objectives and financial direction
Identify immediate opportunities to kickstart your wealth
Discuss our tailored wealth management programs suited to your needs
Outline a clear plan to achieve your short- and long-term financial goals

By the end of this meeting, you’ll have a clear roadmap for your financial journey, supported by trusted financial advisors who are committed to helping Geelong individuals and families create financial confidence and freedom.