A Vision Driven by Client Success
McKenzie & Co. was founded in 2010 with a distinct vision: to redefine wealth management by offering clients personalized, innovative, and specialized advice. We understand that wealth is more than just numbers - it's about achieving your goals, securing your future, and building a legacy.
Our Approach: Focused on Your Goals
We believe in establishing a deep understanding of your individual circumstances, aspirations, and anxieties. We work with you to develop a personalized roadmap that aligns with your unique goals and values. This holistic approach ensures that your financial plan is designed to achieve exactly what you want.
Expertise at Your Service
Our team of experienced professionals possesses extensive knowledge and expertise in a wide range of financial disciplines. From investment planning and pension planning to tax efficiency, estate planning, and wealth preservation, we have the tools and skills to address all aspects of your financial well-being.
Personalized & Transparent Communication
We believe in open and clear communication throughout the process. We explain complex financial concepts in clear, concise language, ensuring you always understand the options available to you. We also provide regular progress reports and reviews to keep you updated and ensure your plan remains aligned with your evolving needs and circumstances.
Empowering Your Financial Journey
We are committed to empowering you to make informed financial decisions. We equip you with the knowledge and tools you need to take control of your financial future. Our goal is to partner with you, not dictate your every move.
What Sets Us Apart
- Client-centered: We prioritize your needs and goals, putting you at the center of the process.
- Results-driven: We focus on achieving tangible outcomes and measurable progress towards your financial aspirations.
- Responsive: We are responsive to your questions and concerns, ensuring your needs are addressed promptly and efficiently.
- Independent: We are not beholden to any specific institutions or products, allowing us to recommend the best solutions for your unique situation.
Exceptional Customer Service and Professionalism
The reviews highlight the excellent experience customers have had with the company. Service and Professionalism are consistently praised across all reviews. Ed, Isabel, and the team have demonstrated a high level of expertise in their respective areas, ensuring successful outcomes for their clients.
Complicated Pension Consolidation and Transfer
The company executed a complicated pension consolidation and transfer with finesse, providing great service to the client. This showcases their ability to handle complex financial matters with ease.
Financial Goals in Good Hands
The client felt reassured that their financial goals were in good hands, highlighting the company's proficiency and trustworthiness. This sentiment is echoed across all reviews, suggesting a high level of customer satisfaction.
Mortgage Brokerage
Isabel Clark, in particular, is praised for her exceptional service, helped the clients through a challenging let to buy and simultaneous residential purchase, despite the complexities of their self-employed status.
