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Eclipse Financial Planning

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Trading for 21 years

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About Eclipse Financial Planning

Established in 2003, Eclipse Financial Planning is dedicated to providing a personal and tailored approach to help income earners achieve their financial goals. We endeavor to simplify financial matters, assist local business and homeowners navigate complexities and facilitate a financially secure future for our clients. If you’re struggling to get ahead of your finances, or you’re uncertain of where to begin, we’ll be with you every step of the way. From your first initial consultation and through each stage of your life, your personal financial adviser is here to assist you where we can.

Products

  • Income Protection

  • Life Insurance

  • Estate Planning

  • Superannuation

  • Investments

Services

  • Financial Services

  • Retirement Planning

  • Building Wealth Planning

  • Budgeting & Spending Plans

  • Savings Plans

  • Investment Plans

  • Aged Care Advice

  • Mortgage & Loans

  • Debt Reduction

  • SMSF

  • TPD Cover

  • Child Trauma Cover

  • Business Keyperson Insurance

  • Trauma/Critical Illness Insurance Advice

Reviews

5 rating

2 reviews

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Fellan Robinson

3 years ago

Greg was so helpful at putting us on a financial plan towards our retirement. What I really appreciated is that he took the time to explain everything and answer all the questions I had along the way.

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Fellan Robinson

3 years ago

Greg from Eclipse Financial has been so helpful for us as a small business. He has not only helped set up our super and investments but he also explained all the pros and cons of each strategy so that we could actually understand it and feel confident in the decisions we are making. We highly recommend him.

Location

Suite 8 2 Fortune St, Coomera QLD

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Amenities

Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • AFSL: 234951

  • ABN: 47 106 053 249

Frequently Asked Questions

When should I hire a financial adviser on the Gold Coast?

Anyone that earns an income can benefit from hiring a financial adviser. We assist clients who need to save for retirement, investment help or looking to make a significant financial decision, i.e. buying a home on the Gold Coast. Financial advisers can save you time and money as well as help you avoid tax pitfalls and liabilities.

Do you offer estate planning on the Gold Coast

Yes, we offer wealth transfer, inheritance services and estate planning for clients throughout the Gold Coast. If you need to organise a family business succession plan in the event of your passing, we can do that too.

Eclipse Financial Planning

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