Top Eimeo QLD 4740 Retirement Planning & Services
Need an affordable retirement planning & service open now? These 16 results near you are waiting for your call. Here are our top Eimeo Retirement Planning & Services with reviews & ratings.
Closed
14 Victoria St, MACKAY QLD
Trachyte Wealth Quick Info
Life insurance
SMSF
Investments
Retirement planning
Products
Financial Planning Services
Services
Insurance
Superannuation (including self-managed super funds)
Estate planning
Small business
Financial planning
Self-managed super funds
Qualified
Professional
Life insurance
SMSF
Investments
Retirement planning
About
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.
4.5 (4)
Closed
Shop 3/1 Carlo Drive, Cannonvale QLD
Eclipse Financial Planning Quick Info
Income Protection Insurance
Superannuation and Retirement Planning
Financial Planning
Investment Advice
Products
Financial Advice & Assistance
Services
Income Protection Insurance
Superannuation and Retirement Planning
Financial Planning
Investment Advice
Life Insurance and Income Protection
Commercial Lending
Home & Investment Property Finance
Retirement
Mortgages & Loans
Divorces
Wealth Transfer & Inheritance
About
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.
DC
Diane Clark
2 years ago
We would like to thank Justin and his team. They have helped make our transition to retirement easier to understand. We are very happy with our super pension that Justin has helped with and the many desisions required. Looking forward to the great years to come.
Closed
Hillross Mackay Quick Info
Estate planning
Retirement planning
Risk protection
SMSF
Services
Financial advice
Self-managed super funds
Superannuation
Investments
Retirement
Small business
Direct shares
Insurance
Salary packaging
Taxation
Financial freedom
Financial advice
Helping you live your best life
Partnering with you for the long term
Meet outside of office
Phone meetings
Skype
Estate planning
Retirement planning
Risk protection
SMSF
About
Established in 1987, Hillross Mackay has grown from a small financial planning practice to a large and successful wealth management firm with over 250 clients. The majority of our client base is in Mackay and surrounding areas out to Emerald in the West and Townsville & Bowen in the North. Our client demographic includes retirees, graziers, farmers, professionals and business owners. We pride ourselves on being a dynamic financial planning business providing specifically tailored strategies designed to meet our clients individual goals and aspirations. Our clients tell us that our key strength is being able to sit down and talk to them in a way that they understand. We are a member of the Financial Planning Association and therefore governed by a strict Code of Ethics and Rules of Professional Conduct. Our principal adviser is an accredited Self Managed Super Fund Specialist (accredited by Self Managed Super Fund Association) and is CFP� qualified. We are committed to ongoing education to ensure our skills are maintained at the highest level.
25 Evans Ave, North Mackay QLD
Closed
Palmview Village Pty Ltd Quick Info
Products
Independent living units, townhouses, houses & duplexes
BBQ area
Beautiful park
Lovely gardens & goose ponds
Heated pools
Games room
Bowling greens
Services
Retirement communities & homes
Close to amenities including Mater hospital, North Mackay bowls club, shopping centres & cinemas
About
Retire in style at Palmview Village, your solution for easy retirement living in Mackay. Our retirement villages have been developed with the needs of our community in mind, including gorgeous homes and easily accessible facilities. Experience great community spirit and amazing properties set against the Palmview Village lush surrounds. Built to provide a place of sanctuary, tranquility and easy living for retirees, Palmview Village is the perfect place to call home. We have a wide range of two to three bedroom homes in varying sizes, shapes and designs to suit your needs. Now you can relax and enjoy your retirement with the help of Palmview Village. We have not only built a place to call your own, we have also meticulously crafted a great Mackay retirement village community where you can enjoy a wide range of facilities. Have a barbecue with the family at our covered barbecue area or take a stroll through our gorgeous parks and walk along the goose ponds. We also offer heated pools, multipurpose games rooms as well as bowling greens. For your peace of mind Palmview Village is also very close to amenities including Mater hospital, North Mackay bowls club, shopping centres and cinemas. Come see how great retirement life can be with us at Palmview Village. We have residents from Mackay and the Whitsundays.
Palmview Village 9 Bradford St, North Mackay QLD
Closed
Rasmussen Financial Strategies Quick Info
Services
Retirement And Succession Planning
Financial Planning
Wealth Creation
Loan And Mortgage Advice
Cash Flow Management
Accounting and bookkeeping
Small business consulting
Advice on business acquisitions
Debt facilitation
Financial applications
Advice on computer accounting systems
Budgeting
Management performance assessments
Personal income tax returns
Business
10 Nelson St, Mackay QLD
5 (1)
Closed
AccuVest Quick Info
Retirement Planning
Investment Management
Structuring & Taxation
Estate Planning
Products
Self Managed Superannuation Fund Administration
Comprehensive Financial Planning
Debt Management
Services
Retirement Planning
Financial Management
Investment Management
Structuring & Taxation
Multi Family Office
Estate Planning
About
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're 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.
C
C
8 years ago
Have got so much helpful advice and knowledge from these guys, i would recommend anyone go to see them. So approachable, helpful and friendly. Great management advice.
2nd Flr Riverside House 43 River St, Mackay QLD
View Eimeo Retirement Planning & Services Businesses Below
5 (1)
Closed
Alman Partners Quick Info
Financial Planning
Fee for service financial advice
Services
Investment Services
Financial Planning
Superannuation
Asset Protection
Fee for service financial advice
About
Comprehensive Financial Advice ~ Mackay & Brisbane. Experience your True Wealth with Alman Partners’ expert Financial Advisers. Is your financial situation complex? Are you time-poor but want to invest for your future while ensuring your capital is working as hard as you? Our holistic financial planning services may be for you... Since our establishment in 1985, we have been leading, educating, and inspiring our clients and community to make smart financial decisions, in line with what matters most to them in life. As an independent, award-winning firm acting as your fiduciaries, you can rely on us to provide advice that is in your best interests. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our own Financial Services Licence gives us greater capacity to put clients first, effectively removing potential conflicts of interest. We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions. Our services are tailored to help individuals and families with higher levels of equity secure their long-term financial future. We work closely with our clients to guide them through all aspects of their financial journey through life, assisting them to achieve their goals and deepest held values, and therefore their own ‘True Wealth.’ With facilities for face-to-face meetings in Mackay or Brisbane, we also have the ability to meet anywhere in the world using Video Conferencing.
GW
Graeme & Caroline Wotherspoon
6 years ago
Like many of us, we suffered a hit with the GFC on our Super and investments and decided we needed expert help if we were going to set ourselves up to retire comfortably. Alman Partners were recommended to us by a friend and from the first meeting with their team we have never felt so confident and comfortable knowing that we were in good hands. Over the years some difficult financial situations have popped up but a after a chat with Teneale, we have walked away thinking what were we so worried about, everything is under control. This is the feeling you get when you are being looked after by Alman Partners. We should have done it a lot earlier.
8 Brisbane St, Mackay QLD
Closed
Brown & Bird Accountants Quick Info
Accounting Services
Financial Services
Management Accounting
Taxation
Services
Accounting Services
Financial Services
Management Accounting
Taxation
Consulting Services
Financial Planning
Help for Business - Strategic Help
Help for Business - Operational Help
Superannuation
Auditing
Strategic Business Planning
Tax Compliance & Lodgement
Professional Advice
Tax Planning
SMSF
Salary Packaging Advice for Management, Staff & Owners
Retirement Planning
Redundancy Packaging
CFO Services
Local Government Financial Management Services
About
Brown and Bird is a progressive company that offers a diverse range of accounting and financial services. We deliver friendly and professional service tailored to assist our clients in achieving increased wealth and security. We take pride in creating an open and trustworthy environment for all. Brown and Bird is a well-recognised and respected accounting firm that was founded in 1966 by Alan Brown on the corner of Sydney and Shakespeare Streets under the name of AHE Brown. A few years later John Bird went into partnership with Alan Brown. The firm's current partners are Chris Wright, Ian Joblin and Andrew Duck. Chris and Ian were welcomed as partners in 1999 and Andrew in 2006. Together they have a combined total of over 60 years of accounting experience and lead a team of staff who pride themselves in the personal quality service they offer our client base, which extends throughout Queensland and other parts of Australia and overseas. A long-term relationship with satisfied clients is the goal we strive to achieve. To complement its accounting side, Brown and Bird introduced a financial planning division in 1998 and is partnered by James Harris and Mike Browne and ably assisted by their team of staff. At Brown and Bird, we offer an in-depth accounting service with degree qualified professionals. Our services include taxation, accounting, audit, superannuation and tax planning. We also specialise in consulting, management accounting, business services, business broking, financial planning and finance. With a combination of qualifications, skills, experience and client commitment, Brown and Bird accounting is at the leading edge of the profession. We pride ourselves on thinking outside the square to find the best possible solution for your personal and business requirements. For any further enquiries or to book a consultation, don't hesitate to get in contact today.
Lvl 1 73 Victoria St, Mackay QLD
Closed
Brown & Bird Financial Planning Quick Info
Products
Superannuation products
Investment products
Services
Financial Planning
Investment Planning
Retirement Planning
Superannuation
Pension
Estate Planning
Wills
Risk Insurance
Income Protection
Stockbroking
Buying and Selling Shares
Finance
Mortgage
Loans
Margin Lending
Salary Sacrifice
Taxation
Financial Advice
Statement of Advice
Wealth Accumulation and Debt Reduction
Personal Risk Insurance
Personal and Business Insurance Planning
Over 20 Years Experience
About
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.
Lvl 1 73 Victoria St, Mackay QLD
Closed
Curtin M P (FCPA) Quick Info
Financial services
Taxation services
Management accounting
Bookkeeping
Services
Financial services
Taxation services
Individual income tax returns
Partnership income tax returns
Trust income tax returns
Company income tax returns
Self managed super funds (SMSF’s)
Preparing activity statements & advice on tax payments
GST/FBT obligations
Managing any ATO audits or disputes
Management accounting
Budget preparation
Weekly or periodic business monitoring
Business performance reports
Cashflow projections & planning
Cashbook management
Reports & analysis
Business structures
Business mentoring
BAS returns
Asset protection
Bookkeeping
Cashflow solutions
Accounting software support & training
Retirement & estate planning
5 Curtins Rd, Habana QLD
5 (1)
Gardian Financial Planning (in partnership with FinChoice) Quick Info
Products
Life insurance
Income protection
Home loans
Car loans
Services
Financial planning services
Investment advice
Superannuation
Self-managed superannuation financial services
Association with mortgage brokers, general insurance and real estate agency
About
Mortgage Choice Financial Planning is a Mackay financial planning business helping clients protect their family and their wealth. Our Mackay team will provide a wide range of financial planning services and financial products including life insurance, income protection and investment advice. Our team will also provide sound financial advice on organising superannuation and maximising the potential in your self-managed super fund. Whether you require a home or car loan, Mortgage Choice will review a large variety of providers to choose the right lender tailored to your individual situation. Our team is committed to finding the right financial solution for you. Mortgage Choice Financial Planning can assist with all financial planning needs. Our goal is to help our clients achieve financial security through sound advice and market knowledge. Call us today to discuss how we can help you to achieve your financial goals.
J
Janine
8 years ago
A fantastic service from Mortgage choice team, they really look after you and tell you how it is and will keep you informed all the way. I would have no hesitation in recommending Mortgage choice on victoria street to anyone.
73 Wood St, Mackay QLD
Closed
M P Curtin & Co Quick Info
Taxation Individuals, Partnerships & Trusts
Management Accounting
Business Structures
Self Managed Super Funds (SMSF’s)
Services
Taxation Individuals, Partnerships & Trusts
Management Accounting
Business Structures
Business Mentoring
Tax Returns
Xero
MYOB
QuickBooks
Accounting Software
Self Managed Super Funds (SMSF’s)
Cashbook Management
Cashflow Projections & Plannings
BAS Returns
Debt & Equity Financing Advice
Retirement & Estate Planning
Bookkeeping
Budget Preparation
GST & FBT Obligations
Managing Any ATO Audits or Disputes
Weekly or Periodic Business Monitoring
Business Performance Reports
General Management Accounting & Monitoring
Reports & Analysis
About
M P Curtin & Co has the ability to service all your accounting, taxation and financial advice needs.
5 Curtins Rd, Habana QLD
Closed
Morgans Mackay Quick Info
Services
Stockbroking
Self Managed Super Funds
Margin Lending
Tax Planning
Personal Insurance
Financial Planning
Wealth & Managed Portfolio Service
IPOs & Share Offers
Fixed Interest
Superannuation Advice
Retirement & Estate Planning
Corporate Finance
Institutional Broking
Portfolio Administration
Corner of Victoria & Sydney Street, Mackay QLD
Closed
Regional Insurance Brokers Quick Info
Products
Insurance
Brokers
Personal Insurance
Liability Insurance
Commercial Insurance
Cyber Insurance
Services
Regional is able to provide you with specialist services in the following areas: Analysis/identification & evaluation of risks/planning/implementation & maintenance of your insurance program
Risk management & loss control including property surveys
Claims management (no more call centre queues)
Evaluation of contracts/tender documents for construction/mining & other activities
Evaluation of contracts/tender documents for construction, mining & other activities
About
Regional Insurance Brokers offer comprehensive insurance services in Mackay and surrounding areas, tailor-made to specific needs of local business and individuals. We can expertly evaluate your existing documentation, analyse your risks and manage claims for you. As part of the largest insurance broker network in Australia and New Zealand, the Steadfast Group, we have access to a wide range of products from multiple insurance companies at competitive prices. This, combined with our local regional presence and knowledge of its specifics, we can provide our clients with exceptional expertise on insurance products. We offer all types of personal, liability and commercial insurance, including home, building, vehicle and livestock insurance, aviation and marine hull and liability, professional indemnity, product guarantee, business interruptions and special industrial risks. If you want a peace of mind that your assets are well protected, call Regional Insurance Brokers today, you can rely on us for all your insurance needs.
50 Gordon St, Mackay QLD
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5 (1)
Closed
Sapphire Financial Services Quick Info
Estate planning
Investments
Superannuation
Personal insurance
Products
Colonial First State
IOOF
BT
One Path
Tal
Services
Retirement planning
Financial planning
Estate planning
Investment planning
Wealth creation and accumulation
Life insurance
Income protection
Trauma/Crisis events
Self managed super fund specialist
Certified financial planner
Helping you with your financial planning needs
Ample parking
Wheelchair access
More than 30 years of industry experience
Investments
Superannuation
Personal insurance
About
Sapphire Financial Services are the Mackay financial advisors you have been waiting for. We are a company you can rely on for financial services and advice. Whether you require a certified financial planner or a self-managed super fund specialist, our goal is to assist you with making the right financial decisions, every step of the way. Regularly dealing with well-known insurance and investment companies�including Colonial First Estate, IOOF, BT, One Path and Tal�we're confident of helping you find the right financial product. That's why many customers trust us to assist with Mackay retirement and superannuation planning. You would be happy to know that our conveniently located office has ample parking as well as wheelchair access. We also have a number of licenses�including Mackay Chamber of Commerce, FPA, Commerce QLD, and CFP�which establishes our credibility and reliability as a financial institution. For financial planning advice in Mackay, contact Sapphire Financial Services today. We provide advice to customers in all areas of Queensland, New South Wales and Western Australia.
S
Shane
4 years ago
Bev and her team are always willing to go over and beyond to help their clients. Bev has passion, strong knowledge and a genuine interest in achieving the best for her clients, which is what makes her standout from the rest. Bev and her teams professionalism is above the rest!
13 Sydney St, Mackay QLD
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