Australian Financial Planning

Majenda Financial Pty Ltd is a full service Australian financial planning firm. Geoff Taylor is an authorised representative of the firm and is authorised to advise and deal in the following products:

  • Deposit and Payment Products – Basic Products.
  • Deposit and Payment Products – Non Basic Products.
  • Government Debentures, Stocks or Bonds.
  • Managed Investment Schemes including IDPS.
  • Retirement Savings Accounts.
  • Securities (can provide advice on Direct Equities and Exchange Traded Funds (ETFs))
  • Superannuation including Self Managed Superannuation Funds
  • Investment Life Insurance and Life Risk Insurance Products.
  • Standard Margin Lending Facilities.
  • Geoff has over 15 year experience as a financial planner.

Our Services

Superannuation and retirement

We provide comprehensive advice on the Australian superannuation rules including contribution strategies, pension strategies and retirement strategies.

Investment portfolios

We assist clients in making smart decisions about how to manage their money and build wealth for the future.

Tax structuring

We can advise on how family trusts, bucket companies and testamentary trusts can be used to build wealth for the future whilst minimising ongoing and future tax liabilities.

Get in Touch

Contact our friendly team for more information regarding our services and the best way that we can assist you.