Eclipse Financial Services | Brisbane | Gold Coast | Whitsundays | Mackay | Bowen | Proserpine | Cannonvale | Airlie Beach | Financial Planning | Life Insurance | Superannuation | Mortgage Broking | Income Protection | Budgeting

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What we do and Why we do it!

How can we help you

Building your wealth

How to manage money, reduce debt, build equity and save tax.

✓ Cashflow & budgeting
✓ Savings Plans
✓ Home loan advice
✓ Shares & managed funds
✓ Negative gearing & Margin Lending
✓ Salary packaging
✓ Financial Coaching & Mentoring

Protecting your lifestyle

Help to ensure you and your family are protected against illness, injury or death.

✓ Income Protection
✓ Life & Disability Insurance
✓ Major medical trauma cover
✓ Guiding you with Wills & Powers of Attorney
✓ Business key person and buy sell cover

Preserving your wealth

Plans to shield you from downturns, make your pot last and maximise Centerlink.

✓ Super pensions
✓ Age pension support
✓ Aged care support
✓ Estate planning help
✓ Succession plans
✓ Working with the next generation

Arrange a meeting today!

How the process works

Your first meeting is free. Please bring along the following information if readily available

• Super statements and payslips
• Loan details and a statement
• Details of Life, TPD, Trauma & Income Protection policies

We'll discuss your situation, specific requirements and any other areas we think need attention

Once the scope of advice is agreed we'll quote fees to proceed.

We prepare a detailed personalised Statement of Advice

We then help you complete applications for anything you decide to proceed with.

After the advice is fully implemented we'll agree on a review program

This may be monthly, quarterly, half yearly, annually or at your request.

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Testimonials

Hayden & Amanda

"The thing we like most about Eclipse is that they explain things in normal language. They advise us on our best option but then explain why it's the best option and this gives you confidence."

Darryn & Melissa

"Since dealing with Eclipse we’ve found the biggest bonus is not only knowing our super, insurance and loans are set up right but that we’ve got a plan and direction. We now know where we’re heading long term. We find Justin and Rick very approachable, practical and down to earth."

Michael Myers

“Justin and his team have guided me with my personal and business financial needs as well as my insurance requirements for several years. They have proven to be reliable, well informed and having the best outcome for me as the goal. I can’t recommend Eclipse highly enough.”