Financial Planning

As a trusted advisor, it seemed logical the next step our business should embark on, is financial planning services for its loyal and boutique clients.

MCP Wealth Management was established to provide a holistic approach to advisory services. Where the client is able to benefit from the trusted advisor already understanding their needs together with the “One Office, One Appointment” convenience.

Under the Dealer Group Licence holder, Lifespan Financial Planning located in Sydney our financial planning services can be tailored to your needs.

Whether an existing client or new client, Mario Cecere-Palazzo takes the time to offer the following services:

  • Review of investments held inside Superannuation
  • Review of investments held outside Superannuation
  • Review of risk insurance requirements
  • Offering tailored advice to create wealth over the long term
  • Create cash flow projection to assist with savings plans