What services does McKern & Associates offer?

We offer accounting, tax advisory, finance broking, financial planning, insurance advice, and strategic business consulting.

Where is McKern & Associates located?

You’ll find us at 5 Executive Drive, Burleigh Waters, Queensland — right in the heart of the Gold Coast.

Do you offer financial planning and finance services outside the Gold Coast?

Yes, while we’re based in Burleigh Heads, we support clients Australia-wide with financial planning and finance.

Who are the best financial planners near me?

Looking for the best financial planners near you? McKern & Associates delivers expert financial planning services from our Gold Coast office, and virtually Australia-wide.

CLIENT AREA

Resources

Short videos that explain topics like property finance, insurance, investing, superannuation and retirement in a clear, practical way.

What is the guarantor process for parents?
Guarantor Loans Explained
Mark Jones - McKern Finance
Equipment finance 101
Should you always put cash through the business?
Spending habits: how does it affect your loan?
What is the difference between Redraw and Offset?
How do parents unlock equity in for their kids?
Does the needs of a business change depending on the size?
Loans & Self managed Super Funds - How does it work?
What is the loan approval process?
What is better for a Home Loan - Fixed or Variable?
Line of Credit - how to use it correctly?
What is Lenders Mortgage Insurance?
What is the process for getting approved for a home loan?
First steps for parents buying an investment property
Does location and lifestage affect how much you can borrow?
Documents for a Business Loan
Getting Finance
Why do banks channel interactions through brokers?
Getting a better rate for your loan
What can a broker offer?
What documents do I need for a loan?
Credit Score: Explained.
Residential and Business Lending Common Mistakes
Can I consolidate little debts into my home loan?
What to Know Before Switching Banks: Commercial Lending
Growing your business: A Client Story
Bank vs. Broker: Why Choose a Broker
From dream to reality: The Power of Partnership
How our brokers bring value to you
Financial Priorities: Where To Put Your Money & When
Understanding Risk Profiles when Investing.
How do I know I've made the right investments?
Investment strategies: explained
How do I know I am getting the right financial advice?
Retirement: What are your options in Australia
What are Concessional Contributions?
Non-Concessional Contributions
Downsizer Contribution rules: Boost your retirement savings
Should I review my Super
How do I decide what's best for my Super?
What is Customisation?
How does Life Insurance work
What is TPD & Income Protection?
Insurance Waiting Periods & Exclusions - What you need to know
Life Insurance Premiums
Are Life Insurance Premiums Tax Deductible?
What is Group Life Insurance?
Choosing the best waiting and benefit period
What is it like being a Financial Planner today? (2023)

Quick links

Resources

Quick links

Managing my money

Member of Count

Associations

McKern Group