McCarthy Financial is a leading lifestyle and holistic financial planning and wealth management practice based at Stones Corner in Brisbane. We deliver highly personalised financial planning and strategic investment advice to clients both nationally and internationally. The boutique financial planning practice commenced in 2009 and was founded by Kevin McCarthy – Director and Senior Financial Planner.
We provide a range of services where the McCarthy Financial Team acts as your Chief Financial Officer in the areas of Superannuation, Insurance (Personal and General), Investments, Lending, Taxation and Accounting. We work together with a field of experts to make it a one-stop shop experience for our clients.
We believe wealth management should be engaging, inspiring, motivational, enjoyable, interactive and customer focused. For some clients we help plan their dream life; for others we help them achieve the peace of mind to know they will always remain financially secure.
The first thing we do is to get to know you, to understand your values and to help you identify your personal goals. You may want to make sure your family is financially secure to write a book, take the time to travel, or to make a difference to your community. Once we understand your desired life path we can accurately assess the funds you require to follow it.
With experience we have found spending more time understanding your values leads to a more secure and open relationship in the longer term, and to a more successful financial outcome.
You can leave our offices knowing our expert financial team will make sure the numbers are right, while you focus on achieving your dreams. We act as guides and lifelong partners on our client’s financial journey.
Kevin McCarthy
Kevin has a Bachelor Business Degree majoring in Accounting, has completed the Certified Practising Accountant Program (CPA) and additionally, has completed an advanced Diploma in Financial Planning. He has been in the Financial Services industry since 1989 with experience in Public Practice (tax and business services), Corporate Treasury, Commercial Accounting with one of Australia’s largest Publicly Listed Companies and extensive experience in all facets of Financial Planning.