Quinn Financial Planning

About Us

Quinn Financial Planning was established in 1995 with the goal of helping clients legally minimise their tax while growing their wealth. We are passionate about helping clients meet their financial goals and build their financial future. Our team of experienced and qualified financial planners are committed to providing tailored, personalized advice that empowers our clients to take control of their financial destiny.

Our Values

At Quinn Financial Planning, we believe in:

• Client-Centricity: We focus on understanding your individual needs and goals to provide tailored advice that aligns with your unique circumstances.
• Integrity: We uphold the highest ethical standards, maintaining transparency and open communication with our clients.
• Sustainability: We advocate for long-term financial planning to ensure your success in the long run.
• Collaboration: We work closely with you, alongside other professionals when needed, to achieve optimal results.

Our Expertise

Our team of experienced financial planners offers a comprehensive range of services, including:

**Investment Advice

• Building and managing your personalized investment portfolio
• Optimizing your portfolio performance through strategic selection of investments
• Regularly reviewing and adjusting your investment strategy to ensure it aligns with your goals and circumstances.

Self-Managed Super Fund Advice

• Establishing and managing your Self-Managed Super Fund (SMSF)
• Guiding you through the complexities of SMSF regulations and compliance requirements
• Providing tailored strategies for maximizing your SMSF returns.

Retirement Planning

• Developing a personalized retirement plan to ensure you have a secure financial future
• Calculating your retirement needs and goals
• Guiding you through the different retirement options available to you.

Aged Care Financial Advice

• Planning for your future care needs and costs
• Understanding the different aged care options available
• Providing guidance on how to access government subsidies and financial assistance.

Working With Us

Our initial complimentary meeting is designed to get to know you and understand your unique needs and goals. We will review your financial situation, discuss your short, medium, and long-term goals, and work with you to develop a tailored financial strategy that aligns with your circumstances.