For financial planning services, give us a call

Our experts have experience and a profound knowledge of finance services and solutions. With MLC Financial Planning Penrith you'll always be confident you're getting the right advice and making the right product choices to grow your finances for a better, more secure future.

Call us to find out about the services we offer.

retirement planning

Personalised service

We aim to offer a personalised service to ensure your satisfaction and exceed expectations. We will dedicate the time you deserve and work together with you to achieve your goals. 

We specialise in the following:

* Retirement Planning and Income Streams * Centrelink Applications and Planning 

   * Aged Care Advice     * Wealth Accumulation     * Insurance      * Superannuation  

Managing Your Retirement

Comfortable retirement requires long-term planning and concentrated efforts. Let us take care of the effort part so you can simply reap the rewards. We provide our clients with the relevant financial advice required to enjoy a relaxed retirement.

Once you have retired, we will continue to assist by creating strategies to maximise your retirement income and maintain your capital for as long as possible. We will also assist in applying for any available Centrelink benefits so that you will receive your payments as quickly and easily as possible.

When the time comes to seek Aged Care assistance, we can advise on the best strategies to minimise fees and to maintain as comfortable a lifestyle as possible. It is important that you seek advice prior to entering a facility to ensure that the correct choices are made as early as possible.

Allen Dickman, CFP, Dip FP, County Financial Planning Pty Ltd ABN 12 074 429 931 , Authorised Representatives of GWM Adviser Services Limited ABN  96 002 071 749

trading as MLC Financial Planning, Australian Financial Services Licensee, 105 – 153 Miller Street North Sydney NSW  2060.