RETIREMENT ADVISER

MK Financial Planning Services has been providing trusted financial advice to clients on the Tweed and Gold Coast since 2004. Founded by Maurice James and acquired by David and Sean in May 2020, MK Financial Planning is a boutique practice focused on delivering high-quality, personalised service. The business operates exclusively through referrals, ensuring clients receive dedicated, tailored advice.

David James, with over a decade of experience, holds a Bachelor of International Finance and an Advanced Diploma of Financial Services.
Sean Young, who joined the financial services industry in 2014, has a Master of Pharmacy and a passion for helping young families and wealth accumulators plan for the future.

MK Financial Planning offers services including retirement planning, investment strategy reviews, and Centrelink & aged care advice. They focus on helping clients achieve their goals, whether it’s securing a comfortable retirement, managing aged care costs, or making informed financial decisions for the future.