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Margaret Franklin & Associates
2 Loraine Street, Capalaba, Queensland, Australia
About Margaret Franklin & Associates
Welcome to Margaret Franklin & Associates, an esteemed establishment located in Capalaba, Loraine Street. As a finance institution, we are dedicated to helping our clients maximize their financial potential and achieve their goals.
At Margaret Franklin & Associates, we offer comprehensive advice covering a wide range of options to suit your individual needs. Our expertise spans various areas including retirement planning, superannuation, investments in real estate, Australian shares, managed funds, life insurance, income protection, trauma & TPD. We understand that each client has unique financial aspirations, and our team of experienced professionals is here to guide you towards the best solutions for your circumstances.
In addition to our financial advisory services, we also specialize in estate planning. Our knowledgeable advisors can provide expert advice in relation to inheritances, matrimonial settlements, and financial advice certificates. We understand the importance of securing your legacy and ensuring your loved ones are taken care of.
Furthermore, we have a dedicated team that can assist you in arranging finance. Whether you are seeking a home loan or a commercial loan, we specialize in finding the best rates and terms tailored to your specific requirements. Our aim is to make the process of securing finance as seamless and cost-effective as possible.
At Margaret Franklin & Associates, we believe in the power of superannuation to enhance your financial well-being. We are passionate about helping our clients, regardless of their stage in life. Whether you are a single person, a family, pre-retiree, or already retired, our superannuation advice can make a significant positive difference to your life. We understand that managing your superannuation should not be a burden on your finances, and we strive to provide cost-effective solutions.
With our dedication to excellence and commitment to our clients' financial success, Margaret Franklin & Associates is your trusted partner in achieving your financial goals. Contact us today to schedule a consultation and let us help you make the most of your financial potential.
Photos of Margaret Franklin & Associates
2/2 Loraine St, Capalaba QLD 4157, Australia
Opening hours of Margaret Franklin & Associates
Monday:
09:00 - 15:00
Tuesday:
09:00 - 15:00
Wednesday:
09:00 - 15:00
Thursday:
09:00 - 15:00
Friday:
09:00 - 15:00
Saturday:
Day off
Sunday:
Day off
Reviews of Margaret Franklin & Associates
"I came to this firm as a young apprentice to set up my super. I trusted all of their advice and moved my super into a high fee actively managed fund bloated with insurance I didn't need. I was paying close to 5% per year in FEES. The fund lost about 15% over 4 years. The firm did what was in their best interest (receiving kickbacks) and had little regard for my future. I would not recommend this firm at all."
"Margaret does great job. Very thorough and gives good advice. She even helped us mine through insurance issues and Centrelink processes. Won't fluff you around. Highly recommend."
"I have found Margaret to be a great choice in overseeing my financials. She has taken her time with me and showed an eagerness to really make sure I understand everything that we are setting out to do. I can also say that my investments, made by Margaret, have performed well and I am very happy in my current position. Her staff are always friendly and willing to help out in anyway they can, they make a good cuppa as well! Always punctual with her response to any questions and offers great advice!! I have would have no problem referring my friends and family to her."
"Customer Service was blunt, rude and did not show any interest in conversing."
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