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Discover Financial Planners in Proserpine

Location Details

Monday – Friday:
9.00am – 5.00pm Saturday – Sunday: Closed

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Our Solutions

You can count on us to help you identify a super fund that suits your needs. Ensure that your retirement in Proserpine is a comfortable and financially secure one.

We offer advice on income protection policies and life insurance in case of unemployment. Whether you need TPD, trauma and critical illness insurance, child trauma cover or key person insurance, we can help you in Proserpine.

Make efficient use of your inheritance by engaging one of our Proserpine financial advisors. A family business succession plan is essential for ease of transfer if a business is passed down to a family member.

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Achieve Financial Security

At Eclipse Financial Planning, we can help you achieve financial security by providing advice and support tailored to your situation. Servicing Proserpine and other areas throughout Queensland, we offer a wide range of financial planning services intended to enhance your financial stability, reduce debt, maintain a productive lifestyle and safeguard your assets. We assist clients with savings plans, estate planning, super pensions, retirement planning, and debt reduction.

If you struggle to understand the financial world, don’t worry. As your personal financial advisers and mortgage brokers, we’ll skip the financial jargon and break down unfamiliar concepts in an easy-to-understand way.

We are committed to helping you obtain a better financial future and going the extra mile to meet your needs. Clients in Proserpine can rely on us to provide great customer service.

Fully Customisable Financial Plans

Clients from all over Proserpine can contact our financial advisors at Eclipse Financial Planning. We provide services designed to protect your lifestyle and create and preserve wealth. Because of this, our financial services are customised with just one person in mind: you. As you grow older, your priorities will change, and your financial situation will fluctuate. You will be able to adjust your plan accordingly and—with our help—you can stay on track to achieve your goals. With several services under our umbrella, we offer mortgages and loans, life insurance, divorce and separation plans, income protection and inheritance planning, as well as aged care advice.

We provide personalised services at our Proserpine office in order to help you attain your ideal lifestyle. As a small team of passionate financial planners, we are able to access over 1,200 approved investment and insurance products. Get in touch to schedule a free consultation!

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Meeting with the Client - Financial advisers In Whitsundays, QLD

Chat with Us

The vibrant tropics of Proserpine invites you to meet us for a cup of coffee! Schedule a free consultation with one of our advisors at Eclipse Financial Planning to discover how we can best assist you. We can talk about taking care of your mortgage payments, managing your business’ finances or buying your first investment home. Our team is ready to help!

As part of building relationships with our clients, we will determine your financial situation directly with you and implement strategies tailored to meet your requirements. You can reach out to our financial advisors five days a week for assistance with investment strategies and budgeting. To set up an appointment, call the team on 07 4945 5349 today.

Frequently Asked Questions

What is Income Protection?

Income protection can provide an alternative source of income if you become totally or partially disabled due to an illness or injury. In the event of your incapacity, a monthly payment can help you remain in charge of your household and provide for your loved ones. Income protection lets you focus on getting back on your feet instead of worrying about your finances.

If I have a minimal estate in Proserpine, do I really need a Will?

An estate plan ensures that your wishes have been clarified and that your assets will be distributed and administered in accordance with them.

You don’t want expensive legal disputes to drain your finances, no matter the size of your estate. An estate with relatively modest assets may find this particularly pertinent. When conflicts arise between beneficiary prospects, an estate is destined to consume a lot of its wealth and the beneficiaries may receive little in the end.

How do you accrue superannuation?

If you meet the following requirements, you’re automatically entitled to superannuation:

  • You’re over 18 and earn more than $450 before tax in a calendar month
  • You’re under 18, you work more than 30 hours per week, and you earn more than $450 before tax in a calendar month

Why should I hire a financial advisor in Proserpine?

An advisor can be of help to anyone earning an income. Our clients needing retirement savings, investment advice or making a significant financial decision (i.e., buying a home in Proserpine) are supported by our services. Having a financial advisor is a great way to save time and money and avoid tax liabilities and pitfalls.

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