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Tax Checklist
2021 - Tax Checklist
To assist in completing your tax return, we have a checklist that will help you with what you need to provide us. Find out more
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Personal Insurance

 

YOUR PERSONAL INSURANCE - WHAT HAPPENS IF...

How long would you be able to sustain your lifestyle and pay your bills if you didn't have your regular income?

We provide targeted strategies advice to suit your circumstances

When asked what I your most important asset many say their own home or their family.  The truth is that your ability to earn income is by far your own biggest asset.  How long would you be able to sustain your lifestyle and pay your bills if you didn't have regular income?  Our role is to understand your financial and lifestyle goals, then build a plan to help you protect your family and assets using sound financial strategies.

Risk insurance is an important part of your overall financial plan

Our risk advice offers a clear and concise review of your financial position.  we all say 'it couldn't happen to me', but if you're realistic, it could.  Having insurance in the event something doesn't go according to plan is good planning.

As part of providing an effective assessment of your risk needs, we will consider and discuss the issue of how much cover is really enough?  Many factors affect how much cover is required for your own personal needs and goals, including age, number of dependents and current financial circumstances.

Benefits of having insurance in place include:

  • Protection of your family and your future
  • Protection of your income earning ability
  • Peace of mind knowing your family would receive a helpful lump sum in the event of your death or total disablement
  • Protection in the event of suffering a major crisis condition, such as a stroke or cancer
  • If you run a business, knowing that you have in place insurance plans that can protect the business and keep it going if you were unable to be there

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What our clients say...
  • “It would be fair to say that we have thrown a large variety of challenges at Maclean Partners since we partnered with them in 2017. Our direct contacts in Paul, Cherie and Tina have accepted each of our challenges with a high level of dedication and commitment. They have listened intently to understand our briefs and from there we have worked closely as a team to achieve the best outcome for our business, our staff and our clients. Maclean Partners are a welcoming and client focused organisation with a high calibre and dedicated group of accountants and support staff – and best of all, we really enjoy working with them.” - Read more
    - Luke St. George, St. George Project Services
  • "Maclean Partners are very knowledgeable accountants who are always attentive and keen to learn more about how to improve our business. John and his team offer sound advice about tax and general accounting, as well as helping structure and manage the financial aspects of the business to our advantage". - Read more
    - Tony Pascoe, NQ Foot and Ankle
  • "We've worked so hard over the past 10 years to get the business to where it is and sometimes you can't see the forest from the trees. Thanks to the Maclean Partners and the 90 Day Business Challenge, I found each module so helpful and the self-paced online aspect combined with the face to face coaching and workshops worked really well for us. - Read more
    - Nelly Evans,Powdercoat Select
  • "Nelly (my wife) told me she had signed up for some business training and I told her it was a waste of time and money. I wasn't interested in doing it at all because both our businesses are firing on all cylinders, but to show her support, I went along to the first workshop and I was impressed. Nelly and I have been doing a lot of talking, but we realised that we never had the right mindset to take action. - Read more
    - Glenn Evans, The Fencing Factory
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