Our Story

Majestic Finance Services was started out of a mission to help clients better prepare of all of life’s twists and turns and benefits from the wide range of financial strategies that are in place. Like fitness and diet, successful financial management is too often neglected and, too often, improvement is poorly implemented. We truly and passionate about helping you take the steps you need to reach your financial goals sooner.

Areas of Advice

  • Personal superannuation
  • Investments and savings plans
  • Investment portfolio construction
  • Strategic asset allocation
  • Retirement planning
  • Budget and cash flow planning
  • Debt management
  • Salary packaging
  • Business Succession Plan
  • Insurance (life cover, disability, income protection and trauma)

Advice Process

More details of our advice process can be found here.