Securing Your Future with Strategic Investment Solutions
Expert Pension & Fund Management in Tamworth. We specialize in managing pension, retirement, health, and welfare funds with a commitment to long-term growth and security.
Our Services
Comprehensive fund management solutions tailored to meet your specific needs and objectives
Pension Management
Professional management of pension funds with focus on sustainable growth and risk mitigation strategies.
Retirement Planning
Strategic retirement planning services to ensure financial security and peace of mind for your golden years.
Health Fund Administration
Efficient administration and management of health funds with transparent reporting and compliance.
Welfare Fund Solutions
Comprehensive welfare fund management ensuring optimal benefits distribution and fund sustainability.
Why Choose McKinnon Investments?
With decades of experience in fund management, we deliver results that matter. Our commitment to excellence and client satisfaction sets us apart in the industry.
Proven Track Record
Over 25 years of successful fund management with consistent returns
Regulatory Compliance
Full compliance with Australian financial regulations and standards
Personalized Service
Tailored investment strategies based on your unique requirements
Years Experience
Clients Served
Assets Under Management
% Client Satisfaction
Our Investment Approach
A systematic methodology that ensures optimal returns while managing risk effectively
Initial Assessment & Goal Setting
Comprehensive analysis of your current financial position, risk tolerance, and long-term objectives to establish a clear investment framework.
Strategic Asset Allocation
Development of a diversified portfolio strategy that balances growth potential with risk management across multiple asset classes.
Implementation & Monitoring
Careful execution of the investment strategy with continuous monitoring and adjustment to ensure alignment with market conditions.
Regular Review & Optimization
Quarterly reviews and annual strategy assessments to ensure your investment approach remains optimal and responsive to changing circumstances.
Meet Our Team
Experienced professionals dedicated to managing your investments with expertise and integrity
David Murray
Business Manager
Leading our client relationships and business development with over 15 years of experience in financial services.
Sarah Thompson
Senior Investment Advisor
Specializing in pension fund management with a focus on sustainable investment strategies and risk assessment.
Michael Chen
Portfolio Analyst
Providing detailed market analysis and portfolio optimization to ensure maximum returns for our clients.
Get in Touch
Ready to secure your financial future? Contact us today for a consultation
Contact Information
Business Manager
David Murray
Address
85 Rawson Avenue
Tamworth, New South Wales 2340
Australia
Phone
+61 2 2247 3821
davidmurray@mckinnoninvestmentsx.pro