About Mackenzie Financial Planning

At Mackenzie Financial Planning, our mission is simple: to provide personalised wealth management that minimises our clients' financial concerns and maximises their security. The result is freedom for them to pursue the things they enjoy most in life.

We have developed unique processes and procedures so that we have a consistent approach to the advice we give to our clients.

Our highly experienced and qualified financial planning team are dedicated to providing you with impeccable service.

Key Staff

Paul Jones - click here to find out more about Paul Jones
Principal

Jane Holt - click here to find out more about Jane Holt
Client Services Manager

Janet Derbyshire - click here to find out more about Janet Derbyshire
Mortgage Consultant

Our commitment to you, our client:
• You will always receive a friendly, courteous, and responsive service from us.
• We will act with integrity, and openness in everything we do for and with you.
• We will absolutely respect the confidentiality of our working relationship.