We offer advice covering a wide range of options including: Retirement planning, Superannuation, Investments in Real Estate, Australian Shares, Managed Funds, Life Insurance, Income Protection, Trauma & TPD. We can help with Estate Planning providing advice in relation to Inheritances, Matrimonial Settlements & Financial Advice Certificates.
We can also arrange finance & specialise in finding the best rate and terms for home & commercial loans. No matter what stage of life you are at - we love to help our clients with superannuation. Whether you are a single person, a family, pre-retiree or retired - good superannuation advice can make a significant positive difference to your life.
We can also arrange finance & specialise in finding the best rate and terms for home & commercial loans. No matter what stage of life you are at - we love to help our clients with superannuation. Whether you are a single person, a family, pre-retiree or retired - good superannuation advice can make a significant positive difference to your life.
Services
Margaret Franklin & Associates prides itself on being a friendly and pro-active firm. Our goal is to help everyday people achieve their dreams by assisting them with their finances. Working with our individual clients to create & preserve wealth is a high priority for Margaret Franklin & Associates.
We have access to a wide range of lenders and have consistently been able to obtain loans at low rates through our referral network. There is no cost to you for us to organise a quote and usually no cost if you decide to proceed with an application. We will discuss this fully with you at the time of enquiry.
We specialise in personal insurance (also known as Risk insurance). We are licensed to advise on the following types of insurance: Life, TPD, Trauma (critical care) & Income Protection (salary continuance). All insurance should be reviewed at least every 3 years to check the cover is appropriate and cost effective.
Wide range of investment options: Holding our licence through boutique group Advocate Advisory Pty Ltd allows us access to a great range of investment options. Therefore you can rest assured that there is no pressure to promote any particular investment. We have many years of experience in investment advice and are continually engaging in professional development and independent study.
We recommend you see us before you buy or sell a property so we can advise you on the tax consequences and whether it will achieve what you hope. Buying a rental property - whether it is a domestic or commercial property - is a big step. Typically it is the largest investment a person makes in one go apart from their own home.
Reviews (2)
N. Strat
Oct 29, 2018
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I have found Margaret to be a great choice in overseeing my financials. She has taken her time with me and showed an eagerness to really make sure I understand everything that we are setting out to do. I can also say that my investments, made by Margaret, have performed well and I am very happy in my current position. Her staff are always friendly and willing to help out in anyway they can, they make a good cuppa as well! Always punctual with her response to any questions and offers great advice!! I have would have no problem referring my friends and family to her.
Nicholas Williams
May 31, 2017
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