Macnaught & Associates

Through our association with Macnaught & Associates Pty Ltd we are able to provide financial advice. Their team of highly skilled professionals specialise in helping you grow, manage and protect your wealth.

Together we can help you create the financial security that lets you focus on what’s really important in your life no matter what stage of life you’re in.

Our services include:

Retirement planning — we can help you reach the lifestyle you aspire to in retirement and can also structure your finances to maximise any Centrelink benefits.
Wealth accumulation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
Investment advice, review, implementation and reporting — we can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
Superannuation — superannuation is a great way to maximise your retirement savings. Macnaught & Associates Pty Ltd can help you make the most of government incentives such as effective taxation treatment.
Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.
Pension and allowance maximisation — we can help you structure your finances to maximise Centrelink benefits.
Estate planning — working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
Access to buying and selling shares — shares can play an important part in any wealth accumulation strategy.
Redundancy advice — if you’re about to receive a payout (or already have received one), we can help you maximise the tax-effectiveness of your payout and prepare for your next job.

David Macnaught and Muriel Skillen have over 30 years combined experience in the industry and can help you create and protect your wealth.

David Macnaught has been providing financial advice since 1993. His Authorised Representative Number issued by ASIC is 227567.

Muriel Skillen has been providing financial advice to clients since 1995. Her Authorised Representative Number issued by ASIC is 227565.

Macnaught & Associates Pty Ltd is a member firm and corporate authorised representative of Genesys Wealth Advisers Limited, a network of around 350 wealth advisers in 130 practices across Australia.

Genesys provides financial services to around 100,000 Australians and advises on more than $8 billion of investments and over $80 million in annual individual risk insurance premiums (as at 31 March 2009).

Genesys wealth advisers you can rely on.