Local Financial Planning Consultants
Discover Financial Planners in South Brisbane
South Brisbane
Discover Financial Planners in South Brisbane
Location Details
Monday – Friday:
9.00am – 5.00pm Saturday – Sunday: Closed
Enquire Today
Our Solutions
Building Wealth
Savings & Investment
Our financial advisers will help get your savings into surplus with strategy-based investment advice and planning.
Mortgages & Loans
Actively reduce debt and learn where to direct your savings with targeted advice.
Protecting Lifestyle
Life Insurance & Income Protection
If you’ve suffered a physical injury and unable to earn an income, safeguard your family’s future with life insurance and income protection. We offer financial advice for a range of insurance covers including TPD and trauma and critical illness cover.
Preserving Wealth
Retirement
Maintain a steady income after you retire with a suitable pension that’s supplemented by your superannuation.
Aged Care
Know your entitlement benefits and get access to them with help from our advisers.
Financial Planning
Take a proactive approach to unexpected changes in career, relationships and starting a family.
Choose where your assets go and make a plan for the future for the next generation.
If you’re looking to make a significant financial decision, we’ll identify the risks and project your estimated returns.
Advice, Strategies & Management
Make Your Money Work For You
Get a head start on your finances with a personalised, strategy-based approach from Eclipse Financial Planning. We offer financial planning and investment advice for personal and commercial clients throughout South Brisbane. Our financial advisers and mortgage brokers offer a range of tailored financial advice for savings and investment, superannuation, life insurance and income protection, aged care advice and home loans and debt reduction.
If your goal is to pay off the mortgage, retire early or you’re a first home buyer, we provide relevant financial advice to help you achieve it. As a small independent financial planning agency, we take the time to understand our clients’ needs to develop tailored strategies. We’ll evaluate your existing financial position, income, expenses, age and occupation to maximise and protect your wealth. At Eclipse Financial Planning, we put your best interests first.
Planning For Your Future
Overcome Obstacles & Pitfalls
Hiring a financial adviser in South Brisbane is an investment in your future. Our team work for clients from all financial backgrounds. At Eclipse Financial Planning, we understand the financial market and tax obligations that are associated with making investments and superannuation contributions. We’ll help you minimise how much you pay on tax so there’s more money in your pocket. Our advisers will guide you through key decisions including what investments should be held in superannuation, how to undertake estate planning and avoid leaving your family with the tax bill.
Plan for your financial future and find out where you stand today with our easy and free online survey. Simply fill out a few basic details and our financial consultants will provide you with overall feedback on your financial position. Call us today at Eclipse Financial Planning in Brisbane for an obligation-free initial appointment.
Our Other Locations
Strategic Advice & Recommendations
Prioritising Your Best Interests
Don’t wait to secure your financial future and hire a personal financial consultant in Brisbane from Eclipse Financial Planning. We’ll work closely with you to tailor financial advice and investment strategies to align with your circumstances and help you achieve your goals. As you transition through different life stages, your adviser will be there to make adjustments to your financial plans so you can get higher return on investments, minimise risk and live the lifestyle you deserve.
Our financial services can benefit anyone who earns an income and if you’ve never considered hiring a consultant in the past, now is the time! We work with a number of personal and commercial clients and we feel confident we can help you build your wealth with a structured plan and strategy-based advice. Make an appointment with a financial adviser or mortgage broker from Eclipse Financial Planning today. The initial consultation is free, so you have nothing to lose!
Frequently Asked Questions
Is hiring a financial adviser in South Brisbane worth it?
A financial adviser offers objective, unbiased recommendations and can increase your returns while minimising tax obligations and risk. At Eclipse Financial Planning in South Brisbane, our goal is to build and protect your wealth by implementing targeted strategies that are tailored to you.
Is hiring a financial adviser in South Brisbane worth it?
The initial consultation at our South Brisbane office is free. We’ll provide a quote for a written SOA. You will only pay for the financial advice you need and that price will vary from service to service.
What should I bring to a consultation with my financial planner in South Brisbane?
During the first consultation with a financial planner in South Brisbane, we’ll need to gather an accurate overview of your finances. We recommend bringing your superannuation statements, pay slips and any loan details. If you have insurance or income protection, please bring policy copies along too.
Can I afford to raise a family in South Brisbane?
If you’re looking at starting a family in South Brisbane, our financial planner will evaluate your finances to draw up a realistic budget. It’s important to take into account a number of considerations but we’ll work hard to take the stress out of managing finances.
