Welcome to Mackenzie Financial Planning.
We provide a bespoke, individually tailored financial planning service.
Our clients are typically individuals who are, or have been, business owners, senior executives or in the professions and individuals who have significant levels of income and / or wealth.
We also specialise in helping clients with ‘new wealth’. This may be as a result of inheritance, or other windfall. You may be recently widowed, approaching or recently divorced and require guidance from a trusted advisor on the new challenges of managing money in the short term, then developing a medium and long term financial plan to support the life you want to love and live.
Our priority is ‘sleep at night’ financial planning, so whatever else in life you have to worry about, you needn’t worry that your money is exposed to unnecessary risk.