Financial Planning

The Financial Planning business works with you to effectively plan your finances and manage your money to maximise returns and provide you with options for wealth accumulation, management and preparing for transitioning periods.

Regional Financial Planners offer a series of services and specialties that enable you to retain and grow your security, as well as manage ongoing and expected risks effectively. Our experienced Risk Specialists and Financial Planners are based across offices in Rockhampton and Mackay.

What Can It Cover:

Business Insurance/Planning

Without the necessary planning in this area your business, business associates and your family may be exposed to unnecessary financial risk. Buy or sell, Partnership Insurance, Asset, Loan & Revenue Protection, Group Policy, Group Superannuation.

Investment Planning

Advice on the optimum strategy to assist you achieve your lifestyle objectives both pre & post retirement. Strategies include managed investment funds (shares and diversified) and gearing.

Debt Management

Assistance to ensure you are managing your debt and it is not managing you. With access to MLC Mortgage Solutions we can assist you in refinancing, restructuring or obtaining lending from a large panel of lenders.

Personal risk insurance

Life, Disability, Trauma and Income Protection insurance to help protect your income and your assets.

Superannuation Planning

Helping to maximise your potential superannuation benefits in your working life to allow you more financial freedom in retirement.

Estate Planning

Advice on the areas of Estate Planning that will most affect you to ensure that you leave what you want to who you want in the most tax effective manner.

Retirement Planning

Assisting you to obtain the maximum benefit and income in retirement.