Helping Grow, Maintain
And Protect Your Wealth.

Our Financial Planning Process

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Understanding the scope
and how we can help you
achieve your short and
long-term financial goals

Discuss your finances with our free consultation.

We tailor a custom financial
plan for our services

After implementing our recommendations, we’ll monitor the results and review the process at your request.

Let’s Discuss Your Finances

At Eclipse Financial Planning, we’d love to invite you to have a free consultation with us to explore your options. We have offices throughout Queensland, from Airlie Beach, Proserpine and Bowen in the Whitsundays region to South Brisbane and the Gold Coast. Our advisers are dedicated to helping you make the most out of your finances. If you’re looking to build wealth, plan your retirement or need assistance with estate planning, we can help.

At Eclipse Financial Planning, we work with small and large-scale business owners, homeowners, investors and solo income earners looking to strengthen their current financial position. Our financial advisers are on hand to listen to your needs and build a realistic plan to help you reach your goals. Please bring along your super statements and payslips, loan details and statements, details of your life insurance and income protection policies. Not sure where you stand in your financial circumstances? Find out your financial fitness score, click here.

Understand the scope

Enjoy a coffee with one of our friendly financial planners and we’ll discuss how we can help you achieve your short and long-term financial goals. We’ll assess your existing finances, assets and liabilities, expenses and income and identify areas that may require special attention. This discussion is imperative to helping us acquire an in-depth understanding of your needs and aligning our services to meet your vision.

We pride ourselves on offering a personal approach for all our financial planning services and we’ll be happy to sit with you as long as needed to listen to your requirements and expectations. We understand you may have questions and we encourage you to ask away, we’ll do our very best to alleviate your concerns.

Outline a plan

Once we know the scope of your financial situation and understand your goals, we’ll start to tailor a custom financial plan for our services. Whether you’re interested in focusing on one specific area of your finances or need a complete overhaul in your investment strategy, we’ll be there to guide you. Strengthening your financial position is of utmost importance to us and we’ll determine how we can help you achieve it with a personalised Statement of Advice. This statement may include:

Confirmation of your financial circumstances
Strategy outline
Step-by-step summary recommendations
Projected outcomes
Relevant financial advice, fees & ongoing management

Each statement is tailored to you and we’ll make any amendments accordingly in the reviewal process. Ongoing communication and establishing a positive and constructive relationship is essential to the financial planning process. You can trust we’ll be with you through every stage of your financial journey.

Monitor & review

Once you have started work implementing our recommendations, we’ll monitor their results and review the process at your request. This may be monthly, quarterly or yearly – this is completely up to you. At Eclipse Financial Planning, we aim to meet your short and long-term financial goals efficiently and realistically. We understand your needs and circumstances will change and we’ll adapt our plans as and when it’s required.

If you’ve never received financial advice, please don’t hesitate to speak to us at Eclipse Financial Planning. Our friendly advisers are available to help you understand how invaluable the right advice can be and to help improve and strengthen your finances. It’s never too late to explore your options and build a brighter future for you and your family.

To make a free consultation with our advisers and learn about the financial planning process, call us at Eclipse Financial Planning.

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