Eclipse Financial Planning - SEQ
About the Business
Welcome to Eclipse Financial Planning - SEQ, your trusted financial advisors in Queensland, Australia. Located in Coomera on Fortune Street, our establishment is a point of interest for individuals and businesses seeking expert guidance in finance.
At Eclipse Financial Planning, our primary goal is to help you clarify your financial goals and simplify your finances, allowing you to achieve your best life. We understand that everyone's financial situation is unique, which is why we offer personalized financial planning and investment advice to clients throughout Queensland.
Our team of experienced advisors provides structured, strategy-based advice to help you achieve both your short-term and long-term financial goals. Whether you're struggling with loan repayments or looking for higher returns on your investments, we are here to support you at every stage of your financial journey.
We believe that growing wealth starts with a realistic budget and savings plan. We can assist you in planning for your retirement by helping you choose a smart super fund that works for you. Additionally, we offer life insurance and income protection cover to ensure a steady income in case of injury or inability to work.
With Eclipse Financial Planning, you can enjoy financial freedom and security, knowing that our advisors are here to provide ongoing support. We'll work closely with you to ensure you're on a suitable pension plan and receiving all the benefits you're entitled to.
We also understand that life is full of unexpected changes, such as career transitions, relationships, and starting a family. Our proactive approach helps you navigate through these changes by providing comprehensive financial advice tailored to your specific circumstances.
If you're looking to make significant financial decisions, we'll identify the risks and project your estimated returns, allowing you to make informed choices.
To get started, we offer a complimentary initial consultation where you can meet with our advisors one-on-one. During this meeting, we'll discuss your present circumstances, financial history, and explore your options. Our goal is to build on your existing wealth and provide you with fully informed financial decisions and choices.
At Eclipse Financial Planning, we use accurate, real-world financial data and technology for insights and transparency. We optimize your individual financial plan to achieve the best investment outcome and protection against risk. Our advisors combine qualitative and quantitative data to create a unique financial plan that suits your needs.
We believe in regularly monitoring and revisiting your financial plan to assess its progress and make necessary adjustments. Whether it's on a monthly, quarterly, or annual basis, we are here to support you every step of the way.
Don't just take our word for it - hear what our clients have to say. They appreciate our ability to explain complex financial concepts in simple language, providing them with confidence in their financial decisions. Our clients value our practical and down-to-earth approach, finding us approachable and reliable.
Whether you're located in Airlie Beach, Bowen, Gold Coast, Proserpine, South Brisbane, The Whitsundays, or Townsville, Eclipse Financial Planning is here to assist you. We are committed to helping you successfully manage financial events that arise throughout your career and life.
To learn more about our services or to schedule a meeting with our friendly team, please get in touch. We look forward to helping you achieve your financial goals and enjoy a happier, stress-free life.
Eclipse Financial Planning - Whitsunday Pty Ltd ABN 47 106 053 249 Corporate Authorised Representative No. 422806 and Eclipse Financial Planning - SEQ Pty Ltd ABN 48 630 167 458 Corporate Authorised Representative No. 001 288 060 Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221 | www.centrepointalliance.com.au/fsg/aw
Photos
Location & Phone number
2 Fortune Street, Coomera, Queensland 4219, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I spoke to Greg about some information, advice & direction on a matter this morning. Greg was extremely helpful and his knowledge in his profession is impeccable. I highly recommend Eclipse Financial Planning , very professional and knowledgeable. Kind regards Paolo"
"Greg's level of professionalism and enthusiasm to ensure we are in the best financial position we can be, is second to none. Greg goes above and beyond and is very approachable when required and no question is the wrong one. I can't thank him enough for the level of service and education we have received to ensure we have the financially secure lifestyle that suits our needs."
"Greg has helped me understand the value of organising my finances from an early age and having a clear plan with regards to saving for the future. He takes the time to explain things clearly so that I can understand as he understands what is important to me as I am starting out. I would happily recommend Greg’s services to my friends and family."
"I have had the pleasure of knowing and dealing with Greg for a number of years now. Greg’s professionalism, knowledge, integrity, attention to detail and personal service has always been above and beyond. I have referred Greg to a number of my friends and will continue to do so. He is very passionate about his clients and what they want to achieve, and above all else his and his team’s customer service is wonderful."
"I have been a client with Greg since late 2019. The money he has saved me on super fees and the growth of my funds has been outstanding. I have made on my updated plans . The value creation he has provided for my investments inside and outside of super has been first class. My overall plan is on track and building wealth and protecting it is in safe hands. Greg is very approachable and easy to talk to, and I can only speak highly of him. Highly recommend to all friends and family members."
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