The Maleny Credit Union Chief Executive Greg Stevens said that “Maleny Credit Union is moving to being a one stop shop so its members can access all financial services under the one roof in Maleny. The Credit Union is pleased to announce its strategic alliance with one of the Sunshine Coasts largest and independent Accounting & Investment Advisory firms, The Poole Group.”
The products and services that will be offered under this strategic alliance that will be offered under The Poole Group banner include Investment Advice, Superannuation Advice and Personal Insurances. These services through The Poole Group are available at either Maleny Credit Union’s office or at The Poole Group’s offices in Birtinya or Caloundra.
Mr. Stevens said “That this service is available to all residents and/or businesses on the Blackall Range without having to become members of the Credit Union. In the current economic climate it’s even more prudent to review your personal insurance needs, investments and retirement strategies including the tax structures your investments are held in, in this ever changing economic environment and/or your changing circumstances.”
The Poole Group has been operating on the Sunshine Coast for over 26 years, which is similar to the Credit Unions 25 years of operating in Maleny. The Poole Group Managing Partner of the Investment Division, Kirk Jarrott said that “this is an exciting opportunity to offer clients of both businesses a broader range of investment and banking solutions.”
MCU is an Authorised Deposit-taking Institution (ADI), regulated under the Banking Act, the same as all building societies, credit unions and banks.
MCU’s deposits are Commonwealth Government Guaranteed.
MCU is in its 25th year of operations, currently servicing around 4,800 members and managing $49 million in assets. The credit union puts back into the local community up to 10% of its pre tax profit in the form of community grants.
MCU is an award winning brand; having won a number of the highly acclaimed Money magazine awards, primarily for its environmentally designed loans.
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