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Financial Planning

Everybody needs financial planning. If you’re not familiar with the concept, you might at first think it’s a service only experienced investors and financial experts need. Nothing could be further from the truth.

Getting quality financial planning assistance in the Whitsunday Shire can benefit anyone from an ordinary wage earner trying to plan out their retirement, to a business owner looking at building their wealth tax effectively in the long term. Financial planning allows you to get your goals in order, align your finances toward meeting those goals and map out a long-term strategy for further growth – no matter what your aims are.

Eclipse Financial Services is a long term provider of financial planning in Cannonvale, Bowen, Airlie Beach, Prosperpine and other areas around the Whitsunday Shire. Whether you just need some specific advice in one area or are looking to shake up your existing, overall investment strategy, we can help you.

What is financial planning and why do I need it?

We all have goals. Some of us want to be able to live out our golden years in leisure and comfort with a minimum of stress. Others want to be able to invest in themselves and start their own businesses. Whatever the case, having a stable and strong financial position is key to meeting any goal we set for ourselves.

Financial planning helps individuals manage their finances and assets, and work out a strategy for growing their current wealth and reducing debt to make these goals a reality.

For many people, building wealth is about prudent saving. It’s about squirrelling money away bit by bit over time until a financial target is reached. At Eclipse Financial Services, we understand that some of our goals are bigger and more complex than this – and require a more complex solution.

If you need to create an investment strategy in the Whitsunday Shire, we can help you choose the right assets and the appropriate approach for your goals, circumstances and temperament.

What can financial planning help me do?

At Eclipse Financial Services, we take a three-pronged approach to financial planning.

For one, we can assist you in building your wealth in order to achieve the lifestyle you want. We will sit down with you and develop a blueprint for strengthening your current financial position. Our team are experts in everything from lump sum investments, savings plans, superannuation and pensions, to positive and negative gearing and margin lending. We can help you work out whether to invest directly or through managed funds, inside or outside super.

Secondly, we can guide you in getting your financial affairs in order for retirement. If you’re worried about whether you have enough put away for your golden years, our advisors can help answer the question. We will assist you in maximising your investment returns, help you consolidate your superannuation funds and advise you on strategies to minimise tax and make the most of your Centrelink benefits.

Finally, our services will make sure your financial position remains secure throughout your retirement. We will provide you with wealth management solutions, while giving you ongoing assistance with investments, superannuation, tax and Centrelink benefits.

How do I benefit from financial planning?

The advantages of seeking out financial planning services in the Whitsunday Shire are many.

Many of us want to have the financial freedom to pursue our goals, but lack the time and expertise to do so. Using our financial services allows you to put your financial fate in the hands of a local, qualified,  experienced and knowledgeable professional. This way, not only are your finances taken care of, but you have the time and energy to focus on other things.

A financial adviser will also come up with a financial plan and investment strategy that is uniquely tailored to who you are. Our down-to-earth team will talk to you face to face, learn the ins and outs of your situation and make a plan that fits your particular circumstances. There’s no one-size-fits-all when it comes to wealth management, and we pride ourselves on simplifying and explaining complex issues in laymen’s terms.

Best of all, you can do all of this while having the security, peace of mind and lack of stress that’s crucial to a high quality of life. All it takes is a ring of the phone or a quick email, and our friendly staff are on hand to help.

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Airlie Beach
07 4946 7359
Suite 2
Conway House
6 Island Drive
Cannonvale, 4802
Gold Coast
1300 857 359
Suite 8
2 Fortune Street
Queensland, 4209
1300 857 359
310 Edward Street
Queensland, 4000
07 4945 5349
Level 1
Federation House
20 Chapman Street
Prosperine, 4800
Eclipse Financial Services Pty Ltd | ta Eclipse Financial Services | ABN 47 106 053 249 | Corporate Authorised Representative No 422806 of Professional Investment Services Pty Ltd | ABN 11 074 608 558 | Aust Financial Services License 234951
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