Financial Planning

Financial planning is about setting your personal and financial goals and developing strategies to achieve those goals. It can be extremely complex, especially when superannuation and tax issues arise. Even if you are capable managing your own financial affairs, you may not have the skills, inclination or time. Our financial planners are qualified and willing to help you overcome all these issues and our strategies are flexible enough to cope with your changing personal circumstances. Quinn Financial Planning is not controlled by any financial institutions such as a fund manager, bank, insurance company or trade or credit union.

Peter Quinn

We have our own Australian Financial Services Licence (No. 246411) and consequently no institution is in a position to influence our advice.

We offer you an obligatory free appointment to identify how we can help you.

To get the most out of your meeting we suggest you bring along the following:

• A list of your financial and lifestyle goals (short, medium and long term)
• A summary of your income and expenses
• A summary of your assets and liabilities
• A summary of your superannuation benefits including your latest superannuation statement
• A summary of your insurance policies including your policy documents

If you require assistance gathering your information, please email us for our Data Collection form. Alternatively we would be happy to step you through this at our initial meeting.