MGR Financial Services
Vision
We are Authorised Representatives of Lonsdale Financial Group Ltd, a leading provider of financial products and services to the finance industry. We are active members of the Financial Planners Association and are supported by dedicated and trained staff who offer the highest standards of client service. As Authorised Representatives of Lonsdale Financial Group Limited, we are aware of the latest developments in the investment marketplace, changes to superannuation, investments, Social Security and taxation legislation.
We follow a strict code of values and ethics. At all times we will:
- Assist you in developing a strategy which places you in control
- Work professionally and without pressure, letting you make decisions in your own time
- Recommend only products and companies that have been thoroughly researched and are appropriate to your investment and risk strategy
- Discuss all fees and brokerage with you in advance and all fees and brokerage received are disclosed in writing
- Remain at the forefront of our industry through ongoing and continuous professional development
Product & Service Offering
Advice on Shares
Utilising the research capabilities and licensed broking office of Lonsdale Securities Limited, we offer advice on shares and share placement services
Self Managed Superannuation (SMSF)
With long established expertise in financial planning, we are ideally placed to assist you in establishing and managing your own superannuation fund. With a full array of investment products at our disposal, we can help you set investment strategies to meet your particular risk and return profile.
Wealth Creation, Retirement and Redundancy
- Savings and wealth creation strategies
- Diversified and tax effective investment planning
- Negative gearing and margin lending
- Superannuation planning and roll-overs
- Retirement income
- Government pensions, allowances and benefits advice
Administration Services
To help with your record keeping
Risk Insurance
As brokers we have access to all major insurers and recommend products most suited to your needs in all areas of Risk Management