Transform Your Space, Transform Your Life
At McKinley Plowman, we understand that handling your finances is a sensitive and important matter. That's why we've built a reputation for being dedicated partners for life, providing expert advice and guidance to help you achieve your financial goals.
Our Approach
As experienced accountants and financial advisors, we take a proactive and holistic approach to helping our clients achieve their financial aspirations. Our team of experienced professionals combines their expertise to provide a seamless and comprehensive service, ensuring that our clients receive the best possible advice and guidance.
Our Services
Our extensive range of services is designed to cater to the diverse needs of individuals, families, and businesses. Our services include:
- Tax and Accounting: We provide personalized tax and accounting services to individuals, families, and businesses, helping you navigate the complexities of taxation and ensure compliance with Australian tax laws.
- Wealth Management: Our wealth management services are designed to help you build, preserve, and grow your wealth over time. We work closely with you to develop a customized investment strategy that aligns with your financial goals and risk tolerance.
- Business Improvement: Our business improvement services are geared towards helping small and medium-sized businesses thrive. We provide expert guidance on business strategy, financial management, and operations to help your business reach its full potential.
- Finance: Our finance specialists provide access to a wide range of financial products and services, including loans, financing, and investment opportunities.
Our People
At McKinley Plowman, we pride ourselves on our commitment to excellence and integrity. Our team of experienced professionals is dedicated to providing exceptional service and expertise to our clients. Our people are highly qualified and have a deep understanding of the financial services industry.
Partner with Us
We believe that building strong relationships with our clients is crucial to achieving their financial goals. Our bespoke approach focuses on understanding our clients' unique financial situations, goals, and aspirations. We take the time to listen, understand, and tailor our services to meet their specific needs.
Free Resources
We're committed to educating and empowering our clients with the knowledge and resources they need to achieve their financial goals. Our website features a range of free resources, including articles, news, and calculators to help you make informed decisions about your finances.
Community Involvement
At McKinley Plowman, we're committed to giving back to our community. We're passionate about supporting local charities and organizations that align with our values. We believe that our commitment to community involvement is essential to building strong relationships with our clients and contributing to the well-being of our community.
International Connections
As a global financial services provider, we recognize the importance of international connections. We maintain strong relationships with international financial institutions, governments, and organizations to ensure that our clients have access to the best international financial services and expertise.
Partner for Life
At McKinley Plowman, we're committed to being your trusted partners for life. We're dedicated to providing exceptional service, expertise, and personalized attention to help you achieve your financial goals. Whether you're an individual, family, or business, we're here to guide you every step of the way.
Overall Experience
McKinley Plowman & Associates seems to have a mixed reputation based on the reviews provided. While some clients have had a positive experience, others have been less satisfied.
Service
Some clients have appreciated the personalized service provided by the firm, with staff members going above and beyond to help with issues. For example, Claire was singled out for her outstanding effort in helping one client recover from a difficult period. On the other hand, one client felt that the service was terrible when they needed help with their account, and later discovered that they were charged extra for emails.
Communication
Communication seems to be an area where the firm could improve. One client felt that there was a major lack of communication, which made the process stressful. However, it appears that the firm has since addressed this issue, with Nigel investing in training for the team and apologizing for any downfalls.
Knowledge and Expertise
Most clients have praised the firm's knowledge and expertise, with staff members being described as smart, dedicated, and hard-working. For example, Jacqui was commended for her excellent knowledge and advice, and her super-efficient customer service was highlighted. However, one client was unclear about the costs of services, feeling that they were gouged when they left the firm.
Recommendations
Many clients have recommended the firm to others, with one client stating that they would wholeheartedly recommend Claire, Nigel, and his team to anyone. Another client has expressed their appreciation for the firm's professionalism and personalized service, stating that they would highly recommend them.
