The BEST Financial Planning in Hampden QLD

AccuVest is a boutique wealth management firm providing tailored planning, investment, and management services. We solve client challenges by delivering well-considered and insightful solutions. We dedicated to giving you clarity today as well as a thorough and transparent plan for the future. Our unique approach to personalised wealth planning puts you first. AccuVest difference comes from our understanding of the ongoing challenges of our changing world and the importance of a trusted team when it comes to matters of taxation, structuring, superannuation, investing, estate and retirement planning, and intergenerational wealth. We offer a range of wealth building and management services to meet your financial goals.

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.