Ian McKenary

Financial Planner
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Ian-McKenary

Ian studied Economics at University, which he thoroughly enjoyed. So when it came to joining the big, bad world of gainful employment, he wanted something that would combine this with the social aspect of dealing with people – or certainly something that would him more than his summer job as a builders labourer.

Ian likes the emphasis of offering a holistic level of advice rather than a certain product solution. He enjoys helping clients to reach their goals through financial planning. For him, it’s about being their first port of call when they have a financial question but also about being by their side as they navigate their way through life.

Ian is married to Pia and they have three wonderful children who he says ‘crack him up’ every day. However, running after them is causing the grey hairs to increase daily!

Latest insights

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Investing
Market Insight | July 2025
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By Craig Melling
14th August 2025
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Tax and estate planning
How to navigate the 60% tax trap
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By Dale Butcher
12th August 2025
Retirement Planning
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By Martin Wright
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