Great News for Casual Workers
Australian banks are recognising casual workers more in loan applications.
May 12, 2017
Educational Articles
Helping Grow, Maintain
And Protect Your Wealth.
Finance Educational Articles
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Helpful Tips & Advice
Get the latest finance industry news and market trends with our educational articles from Eclipse Financial Planning. Based in the Whitsundays, Gold Coast and South Brisbane, our financial advisers are passionate about helping local families and business owners maximise their wealth and enjoy the rewards of their hard work. We understand that hiring financial planning services to make money comes with a number of concerns and questions. Our collection of education articles aims to address common concerns including the type of financial advice we provide, how we charge our clients and where to turn to if you have a complaint.
We want you to feel confident going forward with our advisers at Eclipse Financial Planning in the Whitsundays. Enhancing your financial position to achieve your short and long-term goals is of utmost importance to us. Don’t hesitate to speak to us today about how we can help you.
Topics we cover
At Eclipse Financial Planning, we pride ourselves on providing a responsive, adaptive and proactive service for our clients. Our financial advisers strive for excellence and assist our clients understand our role in their financial journey. That’s why we’ve put together a number of educational articles to offer insight into our unique perspective. We address a range of topics including, but not limited to:
- The impacts of Coronavirus & your superannuation
- How to protect yourself against market crashes
- Benefits of operating a SMSF
With offices located across The Whitsundays, Gold Coast and South Brisbane, we work with clients from various financial circumstances, occupations and backgrounds. To find out how our experience as financial planners and mortgage brokers in the Whitsundays can benefit you, speak to us at Eclipse Financial Planning. The initial consultation is free, and we’ll assess and evaluate your financial position to tailor a strategy that meets your needs.
Educational FAQ's
Frequently Asked Questions
At Eclipse, we feel it is important that you know you have the right to ask us about our charges, the type of advice we will give you and what you can do it you have a complaint about our services.
The questions and answers below, as set out in our Financial Services Guide (FSG), are provided for your information prior to us providing you with a financial service. The FSG includes details of who we are, how we can be contacted, what financial services we are authorised to provide to you, the remuneration and other benefits received by Professional Investment Services Pty Ltd, (PIS), as Licensee, the adviser and any other relevant parties, details of any potential conflict of interest, details of our internal and external dispute resolution procedures and how you can access them.
Click here to download the FSG and privacy policy
http://www.profinvest.com.au/FSG.pdf
How can you make yourself an attractive borrower?
Do you know what it takes to make yourself an attractive borrower? We aren’t talking about a good attitude and a winning smile when you
March 22, 2017
Centrelink Age Pension asset test changes to hit 1st January 2017.
Harsher asset testing will see Age Pension entitlements cancelled from 1st January 2017 for most pensioners currently receiving less than $375pfn for a single pensioner
November 8, 2016
What are SMSF concessional contributions?
What are concessional contributions? And is there are cap on how much my employer can add to my SMSF? Here’s what you need to know.
March 11, 2016
