Geelong partnerships committed to better financial outcomes

For over 25 years Jamie and the team at Geelong-based MAC Financial have established professional relationships with other like-minded professional businesses. Experts who share our commitment to excellence in financial planning and wealth management.

We believe that achieving financial success requires a complete support network. That’s why our experienced financial planners work alongside trusted professionals in complementary fields, ensuring you don’t have to do the heavy lifting on your own.

At MAC Financial, we are really good at what we do and we only work with businesses that are equally skilled in their fields. We work with our clients’ existing professionals, or through our professional partnerships, and we can personally introduce you to trusted experts who can assist with:

• Accountants – tax returns and tax planning
• Lawyers – legal advice, estate planning and wills
• Stock brokers – direct share advice
• Mortgage brokers – commercial and business lending
• Real estate agents – sales and rental property management

These partnerships enhance the quality of service we provide, ensuring that every client receives complete, coordinated financial care. From wealth management and financial strategy to property, tax, and legal guidance.

We know that financial planners achieve the best for our clients when working as a team with other professionals. See who we work with or contact us to learn more.