burleigh waters · gold coast · since 2002

Make your next move with confidence.

Financial planning, finance, insurance and accounting under one roof, so every part of your financial life is working towards the same goals.

our promise

We give connected advice and clear direction to help you make progress towards your goals with confidence and peace of mind.

The choices around your money rarely sit in isolation. Tax, plans for the future, borrowing and protection all shape one another.

So we bring those conversations together. One group, a broader perspective, and practical advice that helps you take your next step.

the whole picture

Good decisions start with clear direction.

Most people get advice in pieces. A tax return here, a loan there, super somewhere else. When your accountant, planner and lender talk to each other, nothing gets missed.

advice in pieces
Tax return
Home loan
Super & retirement
Insurance cover
Business cash flow
LOANStructured without the tax view
COVERNot updated after the new mortgage
SUPERSet in isolation from the business plan
connected advice
Tax return
Home loan
Super & retirement
Insurance cover
Business cash flow
You
FINANCEStructured with your accountant in the room
FINANCIAL PLANNINGReviewed when the loan changed
FINANCIAL PLANNINGPlanned alongside the business
Brandon and Jess from the McKern team in the Burleigh Waters office

how we work

Our values.

They describe how we think, how we work with you, and how we keep your bigger picture in focus.

We bring ideas forward, question constructively and look ahead rather than simply reacting.

We create clarity and consistency, fix processes that don't work, and find efficiency without compromising your experience.

We listen before responding, share knowledge rather than guard it, and help you become more capable and confident.

We take ownership, lead by example and do things for the right reasons, with empathy, even when the conversation is a hard one.

We get involved, speak up and help outside our own lane, owning both the problem and the solution.

Behind the advice

What we believe.

Relationships create better advice

We understand the person behind the numbers. Trust leads to better outcomes.

Strength comes from how the parts connect

No silos. Our businesses are far more powerful together.

Better decisions start with better conversations

The earlier we're involved, the more value we add.

Great advice is practical

Knowledge, commercial judgement and real understanding, not just the technical answer.

A blueprint is only the beginning

We build the plan, act on it, review it, and redraw it.

Great people are built

Culture and attitude come first. Capability can be built.

our story so far

From one partner to one group.

scroll to continue
almost 25 years ago

We started as an accounting firm

A one-partner practice in Burleigh Waters.

2002
june 2013

The first evolution of McKern

A new identity, and a clearer idea of who we wanted to be for clients.

2013
10 years ago

We added Financial Planning

When the rules changed, we changed with them.

+FP
almost 4 years ago

We added Finance

Three specialist businesses under one roof.

+F
today

One group, growing leaders

New partners stepping up, and a plan for the firm we're building next.

Now

why we're here

To build a firm that changes the trajectory of people's lives.

for our clients

Greater confidence, financial peace and the ability to achieve what matters to them.

for our people

The opportunity to learn, grow, lead and build a future they're proud of.

a clear way forward

Start with a conversation.

No assumptions. Just a chance to understand what matters to you and where advice may help.

01 / listen

Tell us what's on your mind.

Share what you're working towards and the questions you'd like to work through.

02 / connect

See the bigger picture.

We bring the relevant expertise from across the group around your situation.

03 / move forward

Find your next step.

Get clear direction on where to focus and what to consider next.

your next step starts here

Let's get the whole picture.

Talk with our team about what matters to you.

let's chat

associations.