Regional Financial Planning

At Regional Financial Planning, we pride ourselves on being a leading local financial planning service provider with offices located in Rockhampton, Mackay, Sunshine Coast, and Brisbane. Established in 2007, our company has grown through strategic partnerships and acquisitions, allowing us to provide qualified and timely service and expertise to our large and diverse clientele both within and outside of the central and northern regions.

Our Story

Our story began with a partnership between Greg Schmidt & Associates Pty Ltd and David Bow & Associates Pty Ltd and Regional Insurance Brokers (CQ) Pty Ltd. In 2014, we further expanded our regional footprint with the acquisition of the Rockhampton-based planning firm Johnson Wigginton Kennard (JWK). Today, we are part of the Regional Insurance Brokers group, which has over 150 staff and office locations stretching from Cairns to Brisbane.

Our Services

We offer a range of services designed to protect your personal wealth and assets, as well as your business and key personnel. Our services include:

• Personal Risk Insurance: Life, Disability, Trauma, and Income Protection insurance to protect your income and assets.
• Business Insurance / Planning: Buy/Sell, Partnership Insurance, Asset, Loan & Revenue Protection, Group Policy, and Group Superannuation.
• Protection Planning: We provide personalized advice to protect your personal wealth and assets in the event of accident or illness that prevents you from working, untimely and unexpected death, total and permanent disability, or diagnosis of a critical illness.

Our Approach to Protection

Our objective is to provide personalized initial and ongoing advice to protect your personal wealth and assets. We take into account what our clients need and focus on ensuring that our advice meets their objectives, not ours. We pride ourselves on our prompt response time and our ability to utilize a range of quality insurance providers across the market.

Meet Our Team

Our team of experienced and qualified financial planners and advisors are dedicated to providing exceptional service to our clients. Meet our team and learn more about their expertise and qualifications.