Our Financial Planners
Jamie McIntyre
Jamie has been a financial planner for over 20 years having joined the profession in 1999. After gaining valuable experience with two local Geelong firms, Jamie successfully established MAC Financial in 2009 with the focus on building wealth for others. Jamie has been actively working with all his clients providing valuable advice whilst building a successful financial planning business. Jamie is passionate about building greater wealth for people so they can do more of the things they want in life. He has built and implemented unique Wealth Programs for his clients that have seen them achieve greater wealth than they could have imagined before they started using the Wealth Programs. He gets great satisfaction when he celebrates with clients their achievements and in particular when clients achieve Financial Freedom. For Jamie and his clients Financial Freedom is – Building enough wealth so you don’t have to go to work if you don’t want to!
Qualifications and Professional Memberships
Jamie has completed his professional studies and is a Certified Financial Planner (CFP) and is a member of the Financial Advice Association Australia (FAAA). Jamie is also a member of MDRT and actively involved in Committee work with them. Jamie is also an Accredited Mortgage Broker and member of the FBAA. This gives Jamie the dual ability to build Financial/Wealth Plans and combine this with being able to provide the most appropriate debt solution, so his clients receive a complete plan for Wealth.
Specialises in
Building Wealth for all clients to achieve and maintain Financial Freedom including:
- Savings and Spending Plans
- Investment Plan – (Investment Property and Lending, Shares, Bonds, Managed Funds, ETF's, Fixed Interest)
- Superannuation and Retirement Plan - (Super/Retirement accounts, Self-Managed Super Funds/SMSF, Investment choices in Super/Retirement Funds)
- Protection Plan - (Life, Disability, Income and Trauma Insurance where required)
- Debt Demolition - (Lending to buy a home/investment property, Refinancing Loans to reduce cost, using savings from Spending Plan)
Outside of Work
Jamie is a Life Member of the Newtown and Chilwell Football and Netball Club. And continues to be actively involved coaching his sons in junior Football. He is married and has 4 school age children. His passions are his family, golf and football. Go Cats!
Contact Jamie directly