What Do We Do
At Main Street Financial Solutions we offer clients a range of professional advisory solutions and these include
Personal Strategic Financial Advice
- Retirement planning
- Redundancy Advice
- Superannuation and self managed superannuation advice
- Estate Planning
- Managing an inheritance
- Divorce or Separation
- Advice for Business Owners
- Superannuation and retirement planning
- Goal setting
Wealth Management
- Ongoing management of investment portfolios
- Investment portfolio consulting and administration
- Investment strategies and implementation
- Providing investment recommendations
Personal Wealth Protection
- Income protection insurance
- Trauma insurance
- Life insurance
- Total & Permanent Disablement insurance
- Buy/Sell Agreements
- Business Succession Planning
- Key Person Insurance
When we prepare a personal financial plan, we understand that every client is unique and we will tailor this to your personal circumstances taking into account all of the issues which are important to you. For the majority of clients we also provide ongoing advice as there will inevitably be changes in personal circumstances, government policy, the economic environment and investment markets that affect your long term financial strategy.
This would usually occur through regular reviews, meetings, telephone calls or emails to you. However we would work with you to determine what is the most suitable ongoing arrangement for you. We look forward to working with you.
The objective of these services is to enable clients to build, protect, and maintain their wealth over the long term. This is achieved by providing personal financial advice, solutions, and services that are tailored to your unique set of circumstances and objectives.
Choosing a financial planner can often be the most difficult step. In making your choice there are a number of issues that you need to consider and we have prepared an e-book to assist you in this process.
Who We Are
Why Choose Main Street
Charles Badenach
Rebecca Fergusson
Michael Fox
Main Street Financial Solutions is a boutique business that represents the future of financial planning globally. Working locally but engaging national and internationally the financial advisory team are all highly qualified, and client focused.
We advise a select group of successful professionals, business owners and jet setting retirees. Main Street clients have a life and are generally time poor. They value dealing with a professional and are willing to delegate management of their finances and partner with a trusted, expert adviser to protect and build their wealth.
Our clients want bespoke, ethical advice that is not aligned with a large institution or product provider.
What is the Main Street Difference? Australia’s Most Awarded Financial Planning Practice