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Beach Wealth Advisers
       
 
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Beach Wealth Advisers
 
 
Overview: 

Beach Wealth Advisers is a long standing financial advisory firm with our head office located in Geelong, Victoria.  We became Beach Wealth Advisers in April 2010 having previously traded under the name of Mackenzie & Co Investment Services.  We predominately service financial planning clients located across the Geelong, Bellarine Peninsula and Surf Coast region of South West Victoria.  We also service a number of clients in other regions, and indeed, interstate.  Regardless of your location, we are available to assist you.

We have a team of four highly experienced Authorised Representatives, each of whom have a range of specialist skills.  Accordingly; the range of services we offer include:
Retirement Income Streams
Retirement Planning and Transitioning
Superannuation
Wealth Accumulation
Wealth Protection and Personal Insurance
Centrelink Entitlements
Stockbroking
Home and Investment Loans
Equipment Finance
History: 

In 1990 Ross Mackenzie commenced a chartered accounting practice in Geelong called Mackenzie & Co.  This accounting practice was, and continues to be, dedicated to providing professional accounting and taxation services to an extremely broad range of clients.

In 1997 Mackenzie & Co became a member of Count Wealth Accountants (Count).  This affiliation with Count enabled Mackenzie & Co to provide financial planning and investment advice to clients.  As a result, Mackenzie and Co Investment Services was born as a separate, but closely aligned, business entity to Mackenzie & Co.

In 2002 Tim Ford joined Ross Mackenzie as a senior financial planner within Mackenzie & Co Investment Services.  Shortly thereafter Tim became a director, in conjunction with Ross.

As a result of the ongoing growth of Mackenzie & Co Investment Services, the addition of other financial planning staff, and the financial planning services provided to accounting clients from a range of other accounting practices, in 2010 Mackenzie & Co Investment Services became Beach Wealth Advisers.  Ross Mackenzie remains director of Beach Wealth Advisers while Tim Ford is the managing director.  Both Ross and Tim continue to be actively involved in the provision of financial advice to clients.


 
 
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