“A journey of a thousand miles starts with a single step”. Lao Tsu

Too few people plan for their future. They don’t ask themselves hard questions like “How much will I need to retire in comfort?” or, “How will we ever afford to pay off the mortgage?” They leave these thorny issues in the ‘too hard’ basket and the planning simply never gets done until it’s too late and their future has arrived and is upon them.

At McCarthy Group we help you take that vital first step.

Getting Started
In our complimentary introductory meeting, we work through our Lifestyle Planning booklet with you to define your financial objectives. We meet either face-to-face in the convenience of your home, or through a one-to-one video conference and online presentation no matter where you are in Australia.

We take stock of your current position and forecast where you are likely to end up as things stand. We then quantify any ‘gap’ that exists in terms of where you are headed compared to where you want to be.

At the end of our first meeting you will have a clear picture about any shortfall in future funding. If you choose to proceed, we use the information provided to develop a strategy to address the gap.

The meeting takes about two hours, and there is no pressure nor obligation to go further.

Getting started
Our introductory meeting is at no cost to you, as it is simply used to identify your goals and assess your current position. You have nothing to lose, and everything to gain.

To arrange for a complimentary introductory meeting, please click here to contact us.