Failing to plan is planning to fail.
In a financial context planning means working out what your retirement goals are, assessing your current situation and forming a strategy to reach those goals.
MC&S meets YX Ball
Due to recent limitations ASIC have placed on accountants and the type of advice we can give regarding SMSF, a reliable association with financial planners is crucial.
From a client’s perspective, there is nothing worse than being “sold a dream” by a wealth management firm or financial planner only interested in commissions. YX Ball puts their clients financial well-being first before all else. Which is why we trust them and trust their ability to guide you in the best possible direction.
What makes us unique?
We cut out any middle men to ensure your superannuation and retirement needs flow seamlessly from start to finish, each year.
Over the years we have formed close relationships with experts in industries such as property, insurance and banking finance. With our professional connections, we can guide our clients with endless superannuation investment opportunities.