The BEST Financial Planning in Dolphin Heads QLD

Trachyte Wealth is a boutique Mackay financial planning company. Since 1996, Josh has been assisting our clients' build and protect their wealth, whilst securing their financial future. No matter what stage you are in life, Trachyte Wealth takes the time to understand your situation. We work with you to develop strategies to meet your life objectives, both in the short and long term. We believe that financial success doesn't happen overnight. Being successful depends on consistently making the right decisions and adjusting where necessary. Our specialties include investments, insurance, superannuation including self-managed super funds, financial and strategy advice and estate planning. A locally owned and operated business, our team will work with you to put your plan into action. Together we will work out where you are now, where you want to be and formulate a personalised strategy to help you achieve your goals sooner rather than later. To secure your financial future, contact Trachyte Wealth today.

Eclipse Financial Planning was established in the Whitsundays in 2003 and expanded into South East Qld in 2018 opening offices in Brisbane and Coomera on the Gold Coast. Eclipse has chosen to partner with arguably the best national provider of financial planning services, Professional Investment Services (PIS) a subsidiary of the listed Centrepoint Alliance Limited (ASX:CAF). As Sub Authorised Representatives of PIS, our Financial Planners have access to over 1200 approved investment and insurance products from a multitude of institutions. Our clients therefore benefit from our advisors having a broad selection of products, and the advantage of the PIS groups greater buying power. Eclipse also partners with the Centrepoint Lending Solutions to provide mortgage broking services. Through our association with the Centrepoint Lending Solutions (CLS), we are part of one of the fastest growing mortgage aggregators in the country. CLS is also subsidiary of the CAF group, which means it too offers a broad choice of loan products from a wide variety of lenders. Through this association, Eclipse can assist with the most simple or complex of lending strategies and, in need, clients have the added benefit of direct access to our experienced Financial Planners. Mortgage broking is offered by advisors who are members of Centrepoint Lending Solutions and either the Mortgage & Finance Association of Australia or the Finance Brokers Association of Australia. This service is not offered by Authorised Representatives of Professional Investment Services. Eclipse Financial Planning is a Corporate Authorised Representative No.422806 (CAR) of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). Our financial planners are Sub Authorised Representatives of Eclipse Financial Services Pty Ltd who is a Corporate Authorised Representative of Professional Investment Services Pty Ltd.

Brown & Bird Financial Planning was established in 1989, evolving out of a long established and successful local accounting practice. The feature that most appeals to our clients is our ongoing support. Our team is dedicated to providing professional services that are tailored to ensure you achieve increased wealth, security and peace of mind. We take pride in creating an open and trustworthy environment for all.