Stuart McDonald CFP®

Stuart McDonald CFP®

About Me

I partner with clients to turn financial goals into achievable outcomes. By understanding each client’s personal and financial story, I develop strategies that build wealth, create flexibility, and accelerate financial independence.

Drawing on extensive experience and insight from working with diverse clients, I provide clear, evidence-based guidance tailored to each individual’s circumstances.

Expertise: Retirement Income Planning, Wealth Creation, Superannuation & Pension Strategies, Wealth Protection, Estate Planning, and Comprehensive Holistic Financial Advice.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 18 Years
CERTIFIED FINANCIAL PLANNER®