Wealth with experiences

Financial planning and home loans for professionals and business owners who want to do better with their money while creating stories along the way.

You don't want to get to your 60s with a small fortune but haven't lived along the way.

Your career or business is really taking off, but you can't shake that gnawing feeling that you could be doing more with your money.

At the same time, you don’t want to look back in 20 or 30 years’ time and wonder, ‘What if?’

We help you find that balance between enjoying life now while responsibly setting yourself up for down the track.

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    FOCUS

    Be on the front foot financially, stay on track and avoid expensive missteps.

  • System and journey icon

    SIMPLICITY

    Get your wealth working on cruise control with structure, systems and support.

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    CHOICE

    Make the most of the financial opportunities and experiences available to you.

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Direction for your wealth

At McPherson Financial, we help time-poor professionals and business owners who want to take action to keep their money moving in the right direction.

It's not just about numbers for us, and we don't subscribe to the traditional '9 to 5 work until you're 65' mindset.

We believe wealth is about balance and experiences. It's being financially secure and creating memories, without sacrificing either.

Think of us as your personal CFO, aligning your money decisions with what you want to be, see and do.

We pride ourselves on working hands-on with a small number of clients, ensuring we get into the nitty-gritty and leave no stone unturned to make the most of opportunities and possibilities.

We don't beat around the bush - we say what we mean and do what we say.

What clients say about us

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Does this sound like you?

We help couples, families and business owners who are struggling with some or all of these challenges:

  • You’re in a high-pressure job but don’t want to work at this intense pace forever.

  • You’re anticipating a major life transition, such as job loss, career change, moving house, selling or starting a business, or divorce.

  • Your financial situation is complex, with several entities, multiple investments, blended family, or elderly parents.

  • You feel stuck and confused by all the options for building wealth.

  • You’re busy and don’t have time to prioritise money matters.

  • Your debt feels like a heavy weight around your neck.

  • You’re paying a bucket load of tax.

  • Your cash flow is out of control with high expenses and a big lifestyle.

  • You’re time-poor and sometimes compensate with overspending.

  • You’re working hard with no direction or financial endgame.

Financial
planning

Home
loans

Explore the possibilities

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    1. BOOK A CHAT

    A no-strings-attached 15 minute phone or virtual chat to see if we can help or point you in the right direction.

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    2. LISTEN | PLAN | EMPOWER

    We get to know your ‘why’ and give you the ‘how’ with strategy, structure, systems and support to optimise your financial life.

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    3. FINANCIAL CONFIDENCE

    Live in the now with the confidence that you’re taking the right steps towards financial freedom, making adjustments as your life evolves.