Financial Planning Mackay
About the company
Financial Planning Mackay is a full advice business based in Mackay. It is the trading name of Financial Protection NQ Pty Ltd. Financial Protection NQ Pty Ltd t/a Financial Planning Mackay are authorised representatives of Millennium3 Financial Services Pty Ltd. The business specialises in providing insurance advice. It also provides financial planning advice and strategies. Financial Planning Mackay offers tailored advice and ongoing reviews. The business describes itself as locals.
What customers say
Based on genuine customer reviews
Income protection and investment planning are the services described in the feedback for Financial Planning Mackay. Two clients explain that underwriting for income protection was completed in advance, removing uncertainty at claim time, and that investment goals were addressed alongside a plan for early retirement. Mark is named in both accounts and is described as professional, thorough and straightforward to deal with.
Both reviewers write about recovering from earlier difficulties with other planners, with one stating that household finances were simplified and that a workable plan now provides confidence in the current position and beyond. The advice is presented as tailored to individual needs and circumstances. The practice is located in Mackay.
Reviews
Reviews are taken from publicly available sources.
We have had some bad experiences with financial planners in the past, but Mark at Financial Planning Mackay has helped us to get back on track. Our finances have been simplified and we now have a plan that helps us to have confidence in our financial position now and into the future.
I used Financial Planning Mackay to set up Income Protection tailored to my needs. They handled all the underwriting upfront, so there will be no surprises at claim time. The team also helped with my investment goals and put a clear plan in place to support early retirement. Mark and the team were Professional, thorough, and easy to deal with.
Made me better off
Financial advisers & planners in Mackay compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Mackay are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Whitsunday Wealth | ★ 5,0 | 52 | No |
| 2 | Gardian Financial Planning | ★ 5,0 | 9 | No |
| 3 | Sapphire Financial Services Pty Ltd | ★ 5,0 | 6 | No |
| 4 | Infocus Financial Advice Mackay | ★ 5,0 | 4 | No |
| 5 | FitzWealth - Financial Advice | ★ 5,0 | 4 | No |
| 6 | Financial Planning Mackay (this page) | ★ 5,0 | 3 | No |