Our Process

The process at Maloney’s is simple.

It’s all about:

• You,
• Your goals,
• Planning for a prosperous retirement and
• Protecting your hard-earned assets.

Everything we do is focussed on working together with you to achieve your financial goals. You need to be involved. We analyse your circumstances, help identify your goals, provide research and make specific recommendations to your goals.

Where we can specifically help:

• Superannuation – For Personal, Corporate or Self-Managed Super Funds
• Investments
• Retirement planning
• Insurance – for both Personal and Key Person requirements

Our superannuation, investment and retirement planning services are provided on a fee for service basis.

Our insurance services are provided on a brokerage basis, payable by the insurer. 

Other services you may require:

We want to help you with all of your financial services requirements. But, we recognise that we can’t be all things to all people. However, we do know that you will need advice in other important areas of financial services such as loans, leasing, accounting services and estate planning.

We have a network of proven professional advisers to whom we can refer you to for:

• Home loans
• Commercial loans and leasing
• Accounting
• Estate Planning
• Investment Property

Let us know what service you require and we will put you in touch with the right person.