Helping Grow, Maintain
And Protect Your Wealth.

Specialist Industries

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Tailored To Your Industry

At Eclipse Financial Planning, we understand that there is no one-size-fits-all approach when it comes to financial planning, superannuation and investment strategies. That’s why our advisers offer advice and support that’s relevant to your financial circumstances, industry and goals. Our offices are located in South Brisbane and on the Gold Coast, as well as Airlie Beach, Bowen and Proserpine in The Whitsundays. We’re proud to work with clients from all different financial backgrounds. You don’t need to be an investment banker or property mogul to benefit from our financial planning services. If you are self-employed, a large-scale business owner, FIFO worker or in the hospitality industry, we can help maximise your wealth and secure your financial future.

Don’t sit on your hands, make your finances work for you and reap the rewards that come with well-planned strategies from the team at Eclipse Financial Planning in the Whitsundays. For overall feedback on your current financial position, be sure to take our online survey.

Private & Family

If you’ve worked hard to transform your business into a successful enterprise, there are a number of considerations to be made. At Eclipse Financial Planning, we’ll take the time to learn and understand your family’s history, ethos, goals and how your active business assets and passive investment portfolios are structured. Our financial advisers understand the time, effort and money that’s been invested in your family business and we’ll go above and beyond to maximise the family wealth. We work with a number of high net worth families to help facilitate continuity and attention to detail as management. We’ll also assist with developing a succession plan so you know your business is in good hands when you retire.

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Industry Building - Financial advisers In Whitsundays, QLD

Club Industry

At Eclipse Financial Planning, we understand the unique requirements of senior executives in the club industry. We have experience in a range of hospitality industry super funds and can help you navigate through the pros and cons of each to find the right one for you and your business. We’re committed to your financial well-being and we’ll work with you to promote a financially secure future and endeavor to ensure the longevity and prosperity of your company.

Hotel Industry

From freehold and leasehold ownership of assets to supplier agreements and family succession, we are across the challenges faced by self-employed hoteliers and senior employees. Located in South Brisbane, Airlie Beach, Proserpine, Bowen and on the Gold Coast, we continue to work with multiple hoteliers throughout Queensland. We understand that each hotel is different from the next and requires a tailored approach to financial planning and growth strategies.

Hotel - Financial advisers In Whitsundays, QLD
Mining - Financial advisers In Whitsundays, QLD

Mining & FIFO

Airlie Beach is home to a number of FIFO mining, oil and gas workers and at Eclipse Financial Planning, we continue to assist employees build and protect their wealth. Our financial advisers understand the risks of working in the mining and FIFO industry and the benefits associated with various mining industry super funds. Most importantly, we appreciate the stresses this lifestyle places on family life. We’ll work with you to maximise the financial rewards that your hard work has produced, and you’re not locked in the job to fund the lifestyle.

Marine Industry

From commercial vessels and tugs right through to white boats in the Med, from Masters through to boat yard employees, we understand the marine industry and how to help workers in it. With offices in Airlie Beach, South Brisbane and the Gold Coast, our financial advisers regularly work with marine industry employees to maximise their returns and build a financially fit future. Our knowledge of the range of industry super funds that are available to you means we can identify your needs and find the right superannuation suited to you.

Marine & Boat - Financial advisers In Whitsundays, QLD