MAC Financial - Newtown, Victoria

Kelly C.

My experience from day 1 of working with MAC Financial has been nothing but an absolute pleasure. Jamie works to really hard to understand you as a person, where you’re currently at along with your future goals. The team wants to understand your spending to assess what you need now and plans to ensure that when you move into retirement or a change of life circumstances and you’re covered!

Jamie has made himself available for a quick call to see how you’re tracking when making a big life decision. He has a way demystifying markets and has been patient in working with me as I dip my toe in the water with shares.

Tiff takes her role as Client Services Manager to the next level - is a gem! Friendly, personable and has a remarkable ability to know when you need a call from Jamie. She has supported me when completing government forms and made life so much easier- she goes way beyond.

I have enjoyed working with MAC and can see a long journey ahead. I’m sure you won’t be disappointed working with this friendly and highly knowledgeable financial planning business!

Darren B.

I have been working with Jamie and Mac Financial for 13 years to assist me in creating a long term plan for my financial security.
The advice and direction l have been shown has helped me immensely to understand what is required for the future. I highly recommend Jamie and his team.

Shelly C.

We can’t thank Jamie enough for his incredible support and guidance throughout our financial journey. From setting up our financial plans to securing a home loan in record speed, he has made the entire process seamless and stress-free. Jamie’s expertise, clear communication, and genuine care for our goals gave us complete confidence in every decision. We highly recommend Jamie, Tiff and the team at MAC Financial.

Chris E.

We were a bit unsure at first, but working with Mac Financial – particularly Jamie and Tiff – has been absolutely awesome.

It’s been a bit of a rollercoaster emotionally, but in a really positive way. We’re now in a much better place financially and it’s really helped our mindset too. We’ve built a much healthier relationship with money and feel proud and in control of where we’re heading.

Jamie and Tiff helped us with everything – from sorting out our budget, to planning investments, and navigating the mortgage process. They explained it all in a way that was easy to follow and gave us a clear path forward. We’re feeling really confident about our future now. Couldn’t recommend them more!

Samantha M.

We were recommended to the Mac Financial team by current clients and they spoke very highly of Mac. From the first moment we spoke to Jamie we knew we were on the right path to help us set up for our future retirement.
Jamie understands everything we tell him and what we want moving forward.
We can ask anything and he always gives a clear and direct answer.
To this point it has been a seamless and enjoyable experience which has left us feeling excited about the coming years and what the future holds for us financially.
We highly recommend Mac Financial.
Troy & Sam

Kate R.

I have been dealing with Jamie and MAC Financial for many years and have found Jamie to be honest and upfront when dealing with my personal finances and my superannuation. He goes out of his way to explain to you the best way to invest your finances and his reasoning behind these investments with respect to making the most for you. He has also explained in detail the tax implications as well. Money and especially superannuation is a very important and personal thing and Jamie has made my transition into retirement an easy and rewarding journey. I have regular meetings with Jamie and he and Tiff are always friendly and welcoming. Thank you to you both for making my retirement a breeze. If you are looking at retirement give Jamie a call, he will be more than happy to discuss your financials with you. I would highly recommend Jamie to give you professional and up to date financial advice.

Vicki K.

Entering the world of financial planning with little knowledge of what to expect, we can’t speak more highly of how Jamie, Tiff, and the team at MAC Financial have been able to put our family on the right path.
Jamie listened intently to our financial goals and has provided us with the tools to be more disciplined with our finances.
We expect this to be a long-term relationship that we will continue to benefit from for years to come.

Sam

Jamie and Tiff have been amazing! From helping combine our finances to getting our home loan application approved, they've been fantastic - rapidly and patiently responding to our many queries and helping make high stakes decisions and processes less stressful and painless. Highly recommend 👌