Our Services

Freedom to focus on what matters most

Financial advice is more than money

Financial advice is bigger than investments, super funds, and bank balances. We’ll show you how a quality advice service can give you the time and freedom to focus on what matters most to you.

Make the most of what you have.

What if you could do more or achieve more with what you have? Our holistic advice approach considers all aspects of your financial situation and helps ensure that what you have is being optimised. 

Through our advice partnership, we can help you make the right choices now and for the future.

Planning and preserving your legacy

We understand that the plan for your assets may include others, whether it be loved ones, charities, or other organisations. We help you develop a strategy that protects your wishes, but also maximises the benefits to those who matter most to you. 

Putting you in control

Quality financial advice is also about helping you feel confident and in control.

We help put you in control of the important decisions, such as:

  • What your retirement looks like
  • When you can retire
  • How you align your investments with your values
  • The type of medical care you receive during serious illness
  • Where your children go to school

And while life can throw the unexpected our way, your strategy will help ensure you have choice and control over what happens next.

McGarrity Wealth Management

“Bryce shows a high degree of professionalism, knowledge and confidence, patiently explaining things as often as need to ensure I understand what is being presented.”

Trevor D, Sunshine Coast, QLD

Time for the important things

We want to help you make every moment count. Our financial advice service is focused on giving you back time to do and achieve the things that matter most.

We take care of your financial wellbeing so you don’t have to, all the while ensuring a fully transparent financial experience that educates and informs.

More about our approach

Whole of life financial planning

Each client has their own unique financial roadmap. Our expertise spans all aspects of financial wellbeing to provide our clients with strategies that can evolve as their lives change.

wealth management

personalised strategies that reflect your goals and values

retirement planning

strategies to help ensure your retirement lifestyle meets your standard

superannuation

strategies to help maximise your retirement potential

self-managed superannuation funds

for the ultimate control of your superannuation assets

PERSONAL insurance

protect what matters most to you and enjoy the confidence of being prepared for the unexpected

generational wealth transfer

how to plan and manage the transfer of your wealth your way

wills & estate planning

safeguarding the execution of your wealth transfer strategy

Speak to us about achieving your financial and lifestyle goals

contact us today
contact us today

McGarrity FP Pty Ltd ABN 63 3842 190 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd  (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of this document.