30-years Financial Service Industry Experience



This email address is being protected from spambots. You need JavaScript enabled to view it.CALL 07 3848 1088This email address is being protected from spambots. You need JavaScript enabled to view it.

John McAuliffe Blog

Master or Caddy

This morning somehow I watched the last round of the Masters golf.

Why I don’t know but maybe because of other golf tragics who I know do & hence maybe I should.

So we watched  Patrick Reed holds off epic final-round US Masters charges by Jordan Spieth, Rickie Fowler to win by a single stroke’.

0
0
0
s2sdefault
Read more ...

a recent reference

Hello again Mark and Naomi,

 

Below are contact details for John McAuliffe (phone 07 3848 1088), to whom I regularly refer my General Insurance clients who want to have their Life Insurance, Personal Superannuation or Income Protection Insurance (Accident/Sickness) needs reviewed.

 

Also, John is a General Insurance client of mine and has been for many years. John frequently refers his clients to me, and I have been referring my clients to John for almost twenty years now.

 

I have the utmost faith in John's professionalism, business knowledge and general honesty and trustfulness.

0
0
0
s2sdefault
Read more ...

Almost certain

Over those long ago Christmas holidays we had the car windscreen cracked & it needed to be replaced.

After some research we found Jason who was able to replace it for less than the car insurance.

However with the old window out went the little ticket that Greg our mechanic sticks onto the windscreen.

This is a little nudge to remind us that it is time for the car to be ‘reviewed’ again.

0
0
0
s2sdefault
Read more ...

Connected

Is it what I really want that I have multiple connections out there on the net & yet I haven’t actually meet some of them?

This weekend I meet a local couple who after a recent introduction I had multiple online correspondences with.

I have an idea  about them & now after meeting them we both have for certain  a different  &  more positive & trusting opinion of each other.

0
0
0
s2sdefault
Read more ...

Small recent sucesses

  1. Today I had Norman* a client who originally was the technician for our printer 30 years ago who called to say he would like to increase his investments by 300p.m.

Now I do know his circumstances as I should as he sends in his regular cashflow sheets, he has two teenagers & his wife works only on the weekends in aged care as she is a nurse.  

0
0
0
s2sdefault
Read more ...

Where would you like to be financially in 3-years? Enjoy a Meal & Talk about it with Us...




If you're looking to improve your financial position or grow
your personal wealth, a meeting with John McAuliffe
to discuss your financial future could change your life!


This email address is being protected from spambots. You need JavaScript enabled to view it.CALL 07 3848 1088This email address is being protected from spambots. You need JavaScript enabled to view it.

How Our Service Works

Simply press our Contact button & fill out our contact form to arrange a free, no obligation meeting with John McAuliffe over a Meal and time of your choosing.


John will discuss & assess your financial position to help you achieve your goals.



Access Helpful Financial Planning Tools Online


Financial planning is all about you. Feel free to tell me about yourself in the form below so I can tailor a financial plan specifically for your needs.



Have you experienced life changes since our last meeting? If you have, please fill out the form below so we can adjust your financial plan to suite your needs



0
0
0
s2sdefault