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.

Investment advice that supports long-term decisions.

FINANCIAL PLANNING

From our Burleigh Waters office, we provide holistic Investment advice for both business and personal wealth.

Services

      
AFSL Licensed
Fully accredited advisers

Hundreds of Clients
Across Australia

20+ Years
Combined experience

Gold Coast Based
Serving clients nationwide

Our financial advisors help you invest with confidence.

We take the time to understand what you’re working towards, how comfortable you are with risk, and how long you plan to invest.

Whether you’re investing for the first time or refining an existing portfolio, we provide clear advice and practical support to help you make informed decisions.

You’ll receive regular updates and access to simple, easy-to-use tools, so you can see how your investments are tracking at any time.

We provide advice across a range of investment options, including:

Term deposits
Managed funds
Shares
Property
Superannuation

Investing with a plan, not a guess.

What we've found is that the difference between investing that works and investing that doesn't usually comes down to one thing — having a clear plan that actually fits your life.

Investing Services

Every client is different. Reach out, and we'll work out exactly what you need.

Investing & Wealth
Shares
Advice on building and managing a share portfolio that fits your goals and risk appetite.
Property
Guidance on property as part of your investment strategy, from first purchase to portfolio growth.
Managed Funds
Access to a range of managed funds with advice on which options suit your situation.
Term Deposits
Low-risk, fixed-return options for those looking to grow savings steadily over time.
Superannuation
Making sure your super is working as hard as you are — advice on funds, contributions and strategy.
Retirement Planning
Planning ahead so you can retire on your terms — income, assets, government entitlements and all.
Budgeting & Cashflow
Getting your day-to-day finances in order so you can invest with confidence and not just hope.
Estate Planning
Making sure what you've built goes where you want it to — wills, trusts and powers of attorney.