About Eclipse Financial Planning
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.
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
Reviews
4.5 rating
4 reviews
Filter by rating
2
2
0
0
0
Media
Amenities
Ways to Pay
Cash
EFT
Licences
Mortgage & Finance Association of Australia
FPA
Frequently Asked Questions
How can you help me to maximise my Age Pension entitlements?
We have friendly financial advisors available in Airlie beach to help guide you through the process of getting an Age Pension. A person’s Age Pension is calculated according to factors such as income and assets. We’ll help you fill out the necessary forms and complete the income and assets tests. In the event you receive Centrelink benefits, we can help protect your asset from being assessed.
Why do I need to see a financial planner?
With so many changes and reforms occurring within the superannuation, taxation and social security industries, even simple decisions can have significant ramifications over time—especially as we move from employment to retirement. We at Eclipse Financial Planning can assist you with planning your financial future.
Eclipse Financial Planning
4.5