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Sapphire Financial Services

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Trading for 11 years

About Sapphire Financial Services

Sapphire Financial Services are the Mackay financial advisors you have been waiting for. We are a company you can rely on for financial services and advice. Whether you require a certified financial planner or a self-managed super fund specialist, our goal is to assist you with making the right financial decisions, every step of the way. Regularly dealing with well-known insurance and investment companies�including Colonial First Estate, IOOF, BT, One Path and Tal�we're confident of helping you find the right financial product. That's why many customers trust us to assist with Mackay retirement and superannuation planning. You would be happy to know that our conveniently located office has ample parking as well as wheelchair access. We also have a number of licenses�including Mackay Chamber of Commerce, FPA, Commerce QLD, and CFP�which establishes our credibility and reliability as a financial institution. For financial planning advice in Mackay, contact Sapphire Financial Services today. We provide advice to customers in all areas of Queensland, New South Wales and Western Australia.

Products

  • Colonial First State

  • IOOF

  • BT

  • One Path

  • Tal

Services

  • Retirement planning

  • Financial planning

  • Estate planning

  • Investment planning

  • Wealth creation and accumulation

  • Life insurance

  • Income protection

  • Trauma/Crisis events

  • Self managed super fund specialist

  • Certified financial planner

  • Helping you with your financial planning needs

  • Ample parking

  • Wheelchair access

  • More than 30 years of industry experience

  • Investments

  • Superannuation

  • Personal insurance

Reviews

5 rating

1 review

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Shane

3 years ago

Bev and her team are always willing to go over and beyond to help their clients. Bev has passion, strong knowledge and a genuine interest in achieving the best for her clients, which is what makes her standout from the rest. Bev and her teams professionalism is above the rest!

Location

13 Sydney St, Mackay QLD

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Amenities

Licences

  • AFSL 234951

  • Authorised Representative N0 244830

  • FPA

  • Commerce QLD

  • CFP

  • Mackay Chamber of Commerce

Sapphire Financial Services

5