FINANCIAL Services

Our advice and financial services

As financial advisors in Mackay, we can provide you with personal and general advice about specific services and financial products listed below.

We can also arrange for financial products to be issued without advice from us.

We can provide advice on

  • Investments strategies (strategic asset allocation and goals based investing)

  • Budget and cash flow management

  • Debt management (including borrowing for personal purposes)

  • Salary packaging

  • Superannuation strategies and retirement planning

  • Personal insurance

  • Estate planning

  • Centrelink and other government benefits

  • Ongoing advice and services, including regular portfolio reviews

  • Aged care

We can arrange the following products and services

  • Superannuation, including retirement savings accounts
  • Self-managed superannuation funds (SMSF)
  • Borrowing within your SMSF
  • Employer superannuation
  • Managed investments
  • Separately managed accounts
  • Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
  • Retirement income streams, including pensions and annuities
  • Personal and group Insurance (life cover, disability, income protection and trauma)
  • Loans including mortgages and personal loans, reverse mortgages and deposit bonds
  • Commercial loans
  • Rural loans
  • Life investment products including whole of life, endowment and bonds
  • Securities (including listed securities)
  • Exchange traded funds and Listed investment companies
  • Arranging for listed securities, shares and debentures to be bought and sold via a platform and broker
  • Where an administration platform is recommended, we also offer a Limited Managed Discretionary Account Service (exiting MDA clients only)

142 Malcolmson Street, North Mackay
P.O. Box 3444 Mackay North, QLD 4740

07 4942 3366

Email: admin@u-first.com.au

Opening Hours:

Monday – Friday 8.30am – 5pm

(Other times by appointment)