What is Financial Planning?

Plan your financial life   The Financial Planning Association's research shows that three quarters of Australians have experienced financial difficulty at some point. While household wealth is rising, so too is our cost of living, credit card debt, and many Australians struggle to afford the home they want.   Now more than ever, Australians need good financial advice. Good financial advice helps you make the most of what you have while helping you to create a comfortable future for you and your family.   Good financial advice is also about providing you with the information you need to move in the direction you want to head. That's why seeing a professional financial planner can make a huge difference to your financial future.

Peter Quinn

A financial planner can help you make financial decisions to give you peace of mind, because good advice is money well spent.

How can we help?

Good advice from experienced, well-informed financial planners like ourselves can help you save money, protect against risk, manage debts, grow assets, reduce tax liabilities, plan for retirement, identify entitlements for government benefits, and plan what inheritance is to be left to the next generation.

We are available to be your first point of contact for any decisions that can impact on your financial future. Regular interaction with us can ensure that your financial strategy is always consistent with your goals and changing lifestyle needs.

Our first responsibility is to you, the client, not to an employer, a product manufacturer, to ourselves or any financial institutions. When providing personal financial advice we always take into account your circumstances and goals. The advice may or may not involve the recommendation of a financial product. Our role is not to sell financial products, our role is to help you meet your objectives through implementing appropriate strategies.

• Retirement Planning
• Investing in Superannuation
• Investing in Shares
• Investing in Managed Funds
• Asset Protection Strategies
• Investing in Allocated Pensions
• Taxation Strategies
• Savings Strategies
• Estate Planning Strategies
• Life Insurance & Income Protection
• Social Security Needs
• Income Needs
• Investing in Real Estate

For more information or to arrange to speak with one of our accountants or financial planners contact us now by submitting an online enquiry form or call 1300 QUINNS or on +61 2 9223 9166.

Coming to a meeting?

Click here to download a copy of our Client Data Collection Form.

Contact us now to arrange a Free Superannuation Review to ensure that you have the correct strategy and funds to help you meet your retirement objectives. - We can review a maximum of 3 funds per client. 

The Quinn Group - Providing the Total Solution

As a legal, accounting and financial planning firm The Quinn Group are able to offer legal and financial services in one location. Visit our Legal Services page to see our range of legal services.

Visit our Accounting Services page for more information on the wide range of Accounting Services that The Quinn Group can provide to you as an individual or a business.

Whilst we have 5 offices located in Sydney, we are also able to meet you at location convenient for you. Additionally, we have web and teleconferencing available for regional, interstate or international clients.