Our Services

Financial and Investment Planning

As a progressive accountancy practice, we have a duty of care to ensure that the overall financial needs of our clients are met.  We are therefore pleased to announce that McLaren Guise now offers professional, comprehensive financial services to our clients.

We are supported in this by Professional Investment Services, Australasia’s largest independent financial services provider, which provides financial planning, investment, life insurance and lending services.  By combining the skills and expertise of ourselves and Professional Investment Services, we can ensure that you receive the very best advice possible.

The parties involved work together to ensure that the advice you receive is reasonable and appropriate.

McLaren Guise oversees your financial affairs and advises on the appropriate structures and taxation implications of your financial planning, risk management and mortgage decisions.  We provide the processes that make your business and personal affairs run smoothly.  We work in conjunction with the financial adviser to ensure that your risk management, investment and lending decisions suit your broad circumstances.

Professional Investment Services (PIS) is an independent company that is owned by Accountants and Financial Advisers.   As a result, the advice that you receive from our financial advisers is independent of any product provider, fund manager, investment manager or life insurance company.

Our financial advisers will collect detailed information from you, and with your permission, from us.  Your financial and lifestyle goals and strategies will be discussed and your attitude to risk determined.  Your adviser will then work with you to develop a strategy which will best achieve your goals and objectives which will be implemented following discussion with you.  Your adviser will then periodically monitor the strategy to ensure that continues to meet your goals and, if adjustments are required, make suitable recommendations.

PIS provides training to advisers, accountants and their staff on financial, investment, risk management and lending issues to ensure that we are always up to date, as well as providing our advisers with the latest research and advice tools to ensure that the outcome for you is of the highest quality.   They monitor the work of our financial advisers to ensure appropriate advice is being delivered and regularly audits the adviser’s work to ensure that the advice given is reasonable, and unbiased recommendations and strategies are offered.

In summary, this is a unique service for our clients combining the expertise of McLaren Guise, our financial advisers and Australasia’s largest independent financial services provider, thus ensuring you get the very best advice.

Don't take unnecessary risks with your future. Allow the professionals at McLaren Guise to guide you towards achieving your financial goals.

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