Windfall
Program
Managing an inheritance in Geelong
Min investment: $5,500
Receiving an inheritance or unexpected financial windfall can be both exciting and overwhelming. At MAC Financial in Geelong, our Windfall Program provides expert financial advice for sudden wealth and structured financial windfall planning to help you make confident, informed decisions about your new financial position.
Whether your windfall comes from an inheritance, property sale, business payout, or other source, this new wealth will impact every aspect of your financial life. Our managing an inheritance financial planning expertise will help you create a tailored plan that turns your one-time gain into lasting financial security.
Through the Windfall Program, you’ll receive personalised managing inheritance advice designed to:
- Clarify your goals and priorities after receiving a windfall
- Protect and invest your funds wisely to secure your long-term future
- Integrate your windfall into your broader financial strategy
- Implement structured inheritance planning to manage taxes, risk, and investments effectively
- Build a sustainable path toward wealth growth and financial independence
We understand that managing a financial windfall requires thoughtful planning and professional guidance. That’s why we integrate key elements of our Spend Well – Save Well Program, Invest Well Program, and Your Super Program, ensuring your new wealth is managed responsibly, invested strategically, and aligned with your future goals.
Working with MAC Financial when you receive a windfall or inheritance ensures your financial decisions today will support a stronger, more secure financial future for years to come.
For additional guidance on retirement and long-term financial planning, explore our Retire Well Program, designed to help you turn your wealth into lasting independence.
Moments of calm and perspective often follow life’s biggest changes. Our Windfall Program helps clients turn unexpected wealth into clarity, confidence, and long-term financial security.
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