Top White Rock QLD 4868 Investment Services
Need an affordable investment service open now? These 24 results near you are waiting for your call. Here are our top White Rock Investment Services with reviews & ratings.
4 (1)
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TNQ Financial Planning Quick Info
Services
Financial advice
Financial planning
Retirement planning
Investments strategies (strategic asset allocation and goals based investing)
Budget and cash flow management
Debt management (including borrowing for personal and investment purposes)
Salary packaging
Superannuation strategies
Personal and group insurance (life cover, disability, income protection and trauma)
Centrelink and other government benefits
Aged care
Ongoing advice and services, including regular portfolio reviews
Managed investments
Self-managed superannuation funds (SMSF)
Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
Standard margin loans
Retirement income streams, including pensions and annuities
Life investment products including whole of life, endowment and bonds
Securities (including listed securities)
Exchange traded funds and listed investment companies
Arranging for listed securities, shares and debentures to be bought and sold via a platform and broker
Investor directed portfolio services
Limited selection of investment guarantees
About
Since 1986, TNQ Financial Planning has been providing financial solutions for clients in Cairns and the surrounding Far North Queensland region. Our financial planners are authorised representatives of Charter Financial Planning (CFP), and we offer a wide range of financial services at our professional practice in Cairns. We provide sound advice and planning on insurances, investments superannuation and retirement strategies. We also provide ongoing monitoring and reviews to ensure your financial goals remain on track. The products we can advise on include direct shares, master trust products, hedge funds, personal and group insurances, margin lending facilities, retail and wholesale-managed investment schemes. Whether you require assistance setting up a self-managed super fund (SMSF) or a structured savings plan, we provide personalised, carefully planned strategies to assist you in reaching your goals. Contact us for investment advice and financial planning solutions in Cairns, Atherton Tablelands, Mossman, Innisfail, Tully and Cardwell.
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Samantha
8 years ago
Highly recommend calling TNQ Financial planning - They have been very helpful, have a wealth of knowledge and experience. I got a lot of handy advice from them, they were very approachable and would highly recommend them to anyone for financial advice.
2/608 Bruce Highway, Woree QLD
5 (2)
Closed
QPF Finance Group Cairns Quick Info
Equipment Finance
Property Finance
Business Finance
Insurance Services
Services
Equipment Finance
Property Finance
Commercial Property Finance
Refinance & Equity Release
Home Loan Health Check
Business Finance
Business Acquisitions
Debtor & Inventory Funding
Franchise Funding
Working Capital Needs
Insurance Services
Home & Contents Insurance
Liability Insurance
Motor Insurance
Plant Insurance
Professional Risk
Cars & Other Vehicles Finance
Construction Machinery Finance
Boating & Marine Finance
Office Equipment Finance
About
No matter what financial service you require QPF Finance Group will find the right solution to suit your needs. With more than 15 years' experience in the industry, and as a local to Cairns we have a wealth of knowledge to assist you in selecting the right loan and insurance plan for your home, vehicle or business. We are also qualified and certified to help you with any general financial services and planning needs for individual, business or commercial purposes. Whether you need personal insurance or advice on planning your next business venture, you can be confident that we will help you every step of your financial journey with us. For more information about our comprehensive Cairns financial planning services or to book an appointment, call or visit us at QPF Finance Group today.
LJ
Liz and Jacob
6 years ago
When my partner and I decided we were in the market for buying a block of land and building our own home, we started looking around for a broker. QPF Finance / Pacific 1 Finance was recommended to us by some close friends, and we decided to give them a call. We really wanted to find someone that could work with us throughout the purchasing and building process and to suit our unique situation. Being rural and in a higher risk zone, we thought securing a loan with a good rate without ridiculous fees would be difficult; But Greg, Caron and the team were able to where others couldn't. After speaking with Greg, I felt very confident and comfortable that we had made the right decision. Greg's customer service and knowledge of the industry was exceptional, and helped us navigate through the whole process with ease. The team at QPF Finance / Pacific 1 Finance were able to provide us with a great competitive rate and customise a deal to suit. Due to our location we were unable to meet with QPF Finance / Pacific Finance on a regular basis, but between the consistent emails and phone conversation we didn’t feel the need to. Greg and Caron guided us through every step thoroughly, and being first timers we had a lot of questions, but they continued to go above and beyond and took very good care of us. With their help we were able to structure our finances and score a solid deal with room to borrow extra if required. We would recommend Greg, Caron and the team from QPF Finance / Pacific 1 Finance if you're looking for the best rate with second to none service. We look forward to working with them in the future for all our financial needs. Warm Regards Liz & Jacob
6 Barr St, Earlville QLD
4 (1)
Closed
Shane Tibbs & Associates Quick Info
Products
Insurance
Financial planning
Superannuation
Allocated pensions
Life insurance
Business insurance
Home insurance
Insurance broking
Professional indemnity
Construction insurance
Services
Financial planning advice
Insurance broking
Home insurance
Business insurance
Construction insurance
Strata insurance
Retirement planning
Superannuation
Life insurance
About
Shane Tibbs & Associates offer all types of insurance solutions for every person, business or corporation in Cairns. Our progressive and innovative approach to our clients needs has ensured our company's success in both of our locations in Cairns and Innisfail. We pride ourselves on providing our clients with exceptional service and expertise to our large and diverse clientele. Our philosophy is to encourage both personal and professional development. Our performance management programs allow our people access to the resources they need to maintain and update their skills. We consider our people achievers, creative and client-focused. For personal and corporate financial planning advice designed specifically for you, call Shane Tibbs & Associates in Cairns or Innisfail today. We are locals looking after locals.
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Brad
8 years ago
Highly recommend their services, they are very professional and have a wealth of experience and knowledge. Very reliable, honest and straight forward, and would definitely use them again in the future if need be, prices were very reasonable and fair.
206 Buchan St, Cairns QLD
Closed
O'Donnell Kerr Financial Planners Quick Info
Services
Wealth Creation
Retirement Planning & Wealth Preservation
Superannuation including Self Managed Funds
Tax Minimisation Strategies
Risk Insurance Planning including Income Protection
Estate Planning (excluding legal advice)
About
Financial planning company
1/170 Mulgrave Rd, Westcourt QLD
Closed
H&R Block Cairns Quick Info
Services
ATO Audit Assistance
Business Activity Statements
Second Look Assessment
Tax Return Services
Individual Tax Returns
Partnership Tax Returns
Tax Returns For Share & Property Investors
US Expat Tax Returns
Under 21 & Full Time Students Under 25 Special Offer Tax Returns
Financial Statements
Business Services
ABN Registration
Self Managed Super Fund Tax Returns
Company Structure Set Up
Company Tax Returns
Sole Trader & Contractor Tax Returns
Specialised Accounting Services
Personal Tax Services
Investment Properties
Deceased Estates
Capital Gains
Motor Vehicle Claims
Income Tax Services
BAS & GST
Bookkeeping Services
Late Lodgments & Audit Assistance
Rental Property Investors
Suite 1/140 Mulgrave Road, Cairns City QLD
Open 24 Hrs
Crypto Revolution Investments Quick Info
About
Welcome to Crypto Revolution Investments, your trusted partner in Investment Services based in Westcourt. Our team of experts specialise in providing tailored investment solutions to help you maximise your returns in the fast-paced world of cryptocurrency. With a wealth of experience and a proven track record, we utilise cutting-edge technology and in-depth market analysis to identify lucrative opportunities. Join us on this exciting journey towards financial freedom and revolutionise your investment strategy with Crypto Revolution Investments.
Unit 749/12 Gregory St, Westcourt QLD
Closed
Bell Potter Securities Limited Quick Info
Services
Stockbroking
Share sales
Investment advice & guidance
Stockbroking, lending & cash solutions
About
Stop worrying about the future and invest today with the help of our Cairns share specialists and stockbroking agents at Bell Potter Securities Limited. Our team of share specialists can guide you in finding the right investment to help you shape your future. We provide advice and help when it comes to stockbroking, share sales, derivatives, cash solutions and lending. We are one of the largest retail distribution networks. Operating out of Melbourne, our team can give you great advice when it comes to margin lending, cash accounts, portfolio administration and personal superannuation. Provide your family with a secure future, with expert financial advice from our share specialists. With our services, you will receive immediate access to quality research, so you can identify your stocks and shares properly. Call our staff at Bell Potter Securities Limited today, and inquire about how our services can assist your investments.
2 Mcleod St, Cairns City QLD
View White Rock Investment Services Businesses Below
Closed
Trade and Investment Queensland, Cairns Quick Info
About
Trade and Investment Queensland, located in Cairns City, is a multifaceted business encompassing Export Agents, Investment Services, and Political Organisations. With a wealth of expertise, our team navigates the complexities of international trade, facilitating exports and fostering investment opportunities. By prioritising client needs and leveraging our extensive network, we offer a tailored approach to maximise business growth. Trust us to champion your interests, expand your market presence, and shape positive political engagement. Let us be your catalyst for success.
Ground Floor, Cairns Port Authority Building, Cnr Grafton and Hartley Streets, Cairns City QLD
Closed
Kelly Wealth Services Quick Info
Services
Financial Planning
Retirement Planning
Wealth Building
Debt Payoff
Family Protection
About
Welcome to Kelly Wealth Services, your local experts in financial planning. With a solid track record since 2007, our client-centric approach and knack for simplifying complexities have propelled us forward. We are devoted to helping our clients achieve their financial goals, with over 70 years of combined experience in retirement planning, wealth building, debt management, and family protection. Trust us to guide you with utmost dedication, as we are committed to both our clients and our community.
7/26-28 Florence St, Cairns City QLD
Closed
Morgans Cairns Quick Info
Services
Stockbroking
Wealth & Managed Portfolio Service
Self Managed Super Funds
IPOs & Share Offers
Options & Warrants
Margin Lending
Fixed Interest
Financial Planning
Tax Planning
Superannuation Advice
Personal Insurance
Retirement & Estate Planning
Corporate Finance
Institutional Broking
Portfolio Administration
Level 15/15 Lake Street, Cairns QLD
Open
tradef inesse Quick Info
About
Welcome to {tradef inesse}, located in Cairns City, we are proud to offer exceptional Investment Services to our esteemed clients. With our team of skilled professionals, we strive to deliver personalised and insightful financial advice tailored to your unique goals. Trust in our expertise to maximise your investment potential and navigate the complex market landscape. Let us accompany you on your journey to financial success. Visit us today and embark on a profitable partnership with {tradef inesse}.
Corporate, Tower, Level 15/15 Lake St, Cairns City QLD
Closed
AMP Advice Quick Info
Services
Retirement Planning
Maximising Pensions
Superannuation
Self-managed Super Funds
Aged Care Advice
Wealth Creation
Investment Planning
Personal Insurance
Business Succession Planning
Redundancy Advice
About
Financial planning and investment company.
5/111-115 Grafton St, Cairns QLD
5 (1)
Closed
Financial Horizons Quick Info
Services
Cash Flow Planning
Estate Planning
Wills, Incorporating Testamentary Discretionary Trusts
Powers of Attorney
Appointment of Enduring Guardianship
Nomination of Beneficiaries
Letter of Wishes
Investment Planning
Protecting Your Business
Redundancy
Retirement Planning
Small Business Advice
Term Life Insurance
Total and Permanent Disablement Insurance
Trauma Insurance
Income Protection Insurance
Business Expense Insurance
Buy / Sell Agreement Funding
Key Person Insurance
Strategic Financial Advice
Centrelink Planning
Superannuation
Personal Protection
Specialist Advice
Business Protection
Aged Care Services
Regular Review Service
Financial Planning & Portfolio Management
Wealth Creation
Investment Advice
Pre & Post Retirement Planning & Rollovers
Mortgage Finance
Budget Planning
Taxation Planning
Expert Team
Appointment Required
About
Take control of your finances and plan your future with the financial planners at Future Horizons in Cairns. Our family run business has been operating in the local area for more than 30 years. With such experience we aim to provide our clients with the most effective advice at the most appropriate time. Whether you're looking for some help establishing your lifestyle goals, or you need assistance with interpreting complex government documentation, our friendly advisors are here to help. Our services extend to budgeting and cash flow management, superannuation and retirement planning, estate planning, strategic financial advice, redundancy, comprehensive claims management services, small business advice, insurance and risk management, project management as well as investment management services and more. At Financial Horizons we will help you reach your financial goals through our six step process, and tailored advice. Call today to arrange a consultation with our Cairns insurance and financial experts.
GS
Gina Solano
10 years ago
Sara has been our financial advisor for well over 10 years now and we are so appreciative of her wise counsel and advice. She has saved us from many a dodgy investment and helped us grow our wealth in ways we never knew. We've kept her as our advisor even when we moved to Townsville because of her integrity and excellent service.
Suite 15/92 Pease Street, Manoora QLD
Closed
Dave Haydon | Haydon Partners Quick Info
Financial Planning
Investment Advice
Retirement Planning
Superannuation Advice
Services
Financial Planning
Investment Advice
Retirement Planning
Superannuation Advice
Self-Managed Super Funds - SMSF
Private Wealth Management
First Class Financial Advice
About
Recognised as one of the leading Financial Advisors Cairns residents have local access to, Dave Haydon leads our firm. We are the Financial Advisor Cairns' successful families, business owners, professionals & retirees choose. We develop sophisticated investment portfolios and retirement strategies that have delivered long term financial benefits for our clients. Providing financial planning Cairns' most successful seek. Our financial planning services include: Investment Advice Retirement Planning Superannuation Advice Self-Managed Super Funds - SMSF Private Wealth Management Our office is located in 'The Bolands Centre' in Cairns. We would be delighted to hear from you. Book a consultation meeting with us today. Dave Haydon's experience, qualifications and achievements include: Financial services experience spanning almost two decades. Ranked amongst the Top 100 Financial Advisers in Australia in 'The Australian Newspaper' and 'Barron’s' in 2022, 2023 and Top 150 Financial Advisors List in 2024 Masters Degree in Financial Planning from Deakin University. Awarded the Academic prize as the 'Top Graduating Student' in the Masters Degree. Certified Financial Planner. Member of the Financial Advice Association of Australia. To experience the benefit of working with the top financial advisor Cairns' successful choose, get in touch today.
14 Spence Street, Cairns City QLD
5 (3)
Closed
Freedom Planning Quick Info
Financial Planning
Home Loans
Self-Managed Super Funds
Property Investments
Services
Financial Planning
Superannuation
Home Loans
Self-Managed Super Funds
Wealth Management
Retirement Planning
Debt Recycling
Financial Freedom
Purchasing a Property
Estate Planning
Separation Financial Advice
Business Planning
Small Business Advice
Company Insurance
Property Investments
Asset Protection
Succession Planning
Free Discovery Call
Professional Planning Advice & Solutions
Family Planning
Wealth Protection
About
We are qualified professionals who can provide you with advice in a range of financial areas, whatever your current situation. We pride ourselves on developing excellent working relationships with all our clients to provide comprehensive financial advice based on their individual needs and goals. We are committed to providing you with personalised customer service and professional financial advice, so you can be sure you have the right plan in place to secure your future. We will also ensure that your Statement of Advice continues to be appropriate for you as your personal situation changes.
A
Amanda
2 years ago
Jacinta is very professional, knowledgeable and personable. Being quite new to the world of financial organisation and discipline, Jacinta was able to provide us with some really easy tools & solutions to set and achieve our short term savings goals. I highly recommend Jacinta and Freedom Planning !
Thank you so much Amanda!
Responded 2 years ago
92 Pease St, Manoora QLD
Closed
FNQ Buyers Agent Quick Info
Buyers Agent
Buyers Advocate
Products
Buyers Agent
Buyers Advocate
Services
Buyers Advocacy
Property Short-Listing
In-Depth Consultations
Pre-Settlement Inspections
Negotiations
Pre-Sale Property Management
Auction Bidding
Commercial Buying
About
We Are The Number #1 Buyers Agents In Cairns and Port Douglas, Read Our Reviews & See For Yourself FNQ BUYERS AGENT IS BASED IN FAR NORTH QUEENSLAND (FNQ). WE FOCUS ON CAIRNS/ PORT DOUGLAS PROPERTY, FOR RESIDENTIAL AND INVESTMENT BUYERS, AS WELL AS COMMERCIAL PROPERTIES IN CAIRNS, PORT DOUGLAS AND SURROUNDING AREAS. Our team at FNQ Buyers Agents can help with anything from securing your ideal family home or investment property to a great new commercial space and off-market properties in and around Cairns. Also known as a buyer’s advocate, we are here to help make the entire process as smooth as possible; working with local real estate agents to find you the perfect family home or investment property and maximise your capital growth.
79 McLeod Street, Cairns City QLD
Closed
FNQ Buyers Agent - Cairns - Townsville - Port Douglas Quick Info
Products
N/A
Services
Buyer's Advocacy
Full Service
Negotiation Only
Auction Bidding
Property Inspections
Buy
Sell
About
We Are The Number #1 Buyers Agent In Cairns, Townsville & Port Douglas, See Our Reviews & See For Yourself FNQ BUYERS AGENT IS BASED IN FAR NORTH QUEENSLAND (FNQ). WE FOCUS ON CAIRNS, TOWNSVILLE & PORT DOUGLAS PROPERTY, FOR RESIDENTIAL AND INVESTMENT BUYERS, AS WELL AS COMMERCIAL PROPERTIES IN CAIRNS, TOWNSVILLE & PORT DOUGLAS AND SURROUNDING. Our team at FNQ Buyers Agents can help with anything from securing your ideal family home or investment property to a great new commercial space and off-market properties in and around Cairns, Townsville & Port Douglas. Also known as a buyer’s advocate, we are here to help make the entire process as smooth as possible; working with local real estate agents to find you the perfect family home or investment property and maximise your capital growth. People choose to use a professional to sell their property now savvy buyers are use a buyers agent to purchase a property. Let's face it that's when you make money, on the way in not on the way out, if you buy a lemon (dud property) it will impact you when you go to sell. It's important that you select a agent that is working for your best interests, as we say in the real estate world "If you aren’t being charged a fee, you are the fee". Fun fact Queensland has the least amount of due diligence in Australia that the seller/agent is required to inform the buyer. i.e NOT required to inform buyers if the property is in a flood zone.
Townsville QLD
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Closed
jkingofficial Quick Info
About
Welcome to JKing Official, your premier destination for Investment Services in Cairns North. With our extensive expertise and commitment to excellence, we offer a wide range of investment solutions tailored to your specific needs. From wealth management to financial planning, our team of professionals is dedicated to helping you achieve your financial goals. Trust in our reputable services to maximise your investments and secure a prosperous future. Experience the JKing Official difference today and embark on a journey of financial success.
Gelling St, Cairns North QLD
Closed
H&R Block Smithfield QLD Quick Info
Services
Individual Tax Returns
Partnership Tax Returns
Tax Returns For Share & Property Investors
Late & Multi Year Tax Returns
Amendments To Prior Year Tax Returns
US Expat Tax Returns
Second Look Assessments
ATO Audit Assistance
Under 21 & Full-Time Students Under 25 Special Offer Tax Returns
Business Services
Business Activity Statements
Bookkeeping Services
Financial Statements
ABN Registration
Company Tax Returns
Self-Managed Super Fund Tax Returns
Sole Trader & Contractor Tax Returns
Deceased Estates
Income Tax Services
BAS & GST
About
Situated in the vibrant suburb of Smithfield, QLD, H&R Block Tax Accountants is the go-to destination for all your financial needs. Nestled in the Campus Shopping Village, just off McGregor Road, our dedicated team of qualified accountants and professional staff are available year-round to assist you. Whether you prefer face-to-face meetings in our office or convenient remote options via phone, email, or drop-offs, we've got you covered. With fees starting from an incredible £169*, including special rates for under 21s and full-time students under 25 from £79, we ensure exceptional value for money. Independently owned and operated by Cairns Better Business Consultants Pty Ltd, trading as H&R Block Cairns, we guarantee a personalised and reliable service you can trust. Don't miss out on this exclusive offer! *This office is excluded from the £99 Streamline package. Choose H&R Block Tax Accountants for a stress-free financial experience that exceeds expectations.
Shop 21/5 Faculty Close, Smithfield QLD
Closed
Bendigo Bank Innisfail Quick Info
Services
ATM
Banking
Loans
Investing
Insuring
Superannuation
Financial Planning
Funeral Bonds
55 Munro St, Babinda QLD
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