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Eclipse Financial Planning

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Trading for 21 years

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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

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DC

Diane Clark

1 year 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.

P

Peter

7 years ago

I could not recommend a better financial adverser in town, these guys are awesome, understanding, and easy to talk to. Much experience and knowledge and are so helpful! Thanks so much, and will highly recommend your company

S

Sarah

7 years ago

Their team is so helpful to anyone needing financial guidance and advice, they can help you set up to achieve all your financial goals for a happier stress free life, would totally recommend going to see them to make the most of your finance.

A

Amanda

7 years ago

Highly professional and experienced, great advice and knowledge, a pleasure to deal with and would recommend these guys to anyone. You will not be disappointed.

Location

Suite 2 Conway House/6 Island Drv, Cannonvale QLD

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Ways to Pay

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    Cash

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    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