Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Cooper McGrath to guide you towards achieving your financial goals.

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What We Do

At Cooper McGrath we aim to provide you with advice when your business needs it, not just when you ask for it.

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Who we are

At Cooper McGrath we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements.

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Business Growth

Cooper McGrath provides a broad range of business advisory and accounting services design to help you establish, manage and grow your business

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Meet The Team

Justin Cooper
Director
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