Main Street Financial Solutions is a boutique business that represents the future of financial planning globally. Working locally but engaging national and internationally the financial advisory team are all highly qualified, and client focused. We advise a select group of successful professionals, business owners and jet setting retirees.
Main Street clients have a life and are generally time poor. They value dealing with a professional and are willing to delegate management of their finances and partner with a trusted, expert adviser to protect and build their wealth. Our clients want bespoke, ethical advice that is not aligned with a large institution or product provider.
Main Street clients have a life and are generally time poor. They value dealing with a professional and are willing to delegate management of their finances and partner with a trusted, expert adviser to protect and build their wealth. Our clients want bespoke, ethical advice that is not aligned with a large institution or product provider.
Services
Our Services
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When we prepare a personal financial plan, we understand that every client is unique and we will tailor this to your personal circumstances taking into account all of the issues which are important to you. For the majority of clients we also provide ongoing advice as there will inevitably be changes in personal circumstances, government policy, and the economic environment and investment markets that affect your long term financial strategy.
The Main Street Difference
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We have structured our business, services and fee structure to ensure that our abilities and interests are fully aligned to helping you achieve your financial objectives over the long term. We represent a financial services business model of the future free of any of the legacy issues that have traditionally been associated with the industry.
What Does It Cost
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Main Street Financial Solutions works on a fee for service basis, and we do not seek or retain any commission or any other form of renumeration from fund managers, investment suppliers or investment platform providers (other than personal insurance - please see below). Our advisers are not required to promote any particular investments or products from any provider.
Rebecca Fergusson
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Rebecca Fergusson is a Certified Financial Planner with a strong background in accounting (Certified Practising Accountant). Rebecca has been providing strategic financial planning advice to private clients, business owners and charitable foundations for over 20 years. Rebecca holds a Bachelor of Commerce degree from the University of Tasmania and is also a Certified Practicing Accountant (Financial Planning Specialist).
Michael Fox
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Michael represents the future of financial planning in Australia being highly qualified, motivated and focused on delivering best practice outcomes for the clients of Main Street. Michael is well qualified having completed a Bachelor of Business, Master of Financial Planning degree, Self-Managed Super Fund course and is a Certified Financial Planner and Life Risk Specialist.
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