Disclaimer: This information is general only. We haven’t taken your personal circumstances into account. Seek professional advice to make informed decisions about your personal finances. Taxation and superannuation laws are subject to change.
Feeling overwhelmed by financial matters? If you’re seeking information about retirement planning or broader financial strategies, our team can help connect you with licensed financial advisers who may be able to provide guidance relevant to your situation.
Why Locals Consider Financial Advisers Maroochydore
Since 1991, we’ve supported individuals and families across the Sunshine Coast by helping them access professional financial services and guidance. Our team works closely with experienced, licensed financial advisers to assist clients as they explore their financial options and plan for the future.
Located on Plaza Parade in Maroochydore, we are positioned in the heart of one of the Sunshine Coast’s fastest-growing regions, allowing us to remain closely connected to local market conditions and community needs.
Why is local knowledge important for advice preparation?
It’s crucial that we maintain a detailed understanding of the Sunshine Coast’s property market and investment options. We’ve supported many clients with their investment strategies, providing guidance informed by in-depth analysis and tailored advice.
Our Sunshine Coast financial advisers may provide guidance tailored to your circumstances, as authorised representatives of Lifespan Financial Planning Pty Ltd (AFSL 229892). Where general information is provided, it does not take your personal circumstances into account. This could be led by research into potential rental yields and tax planning. We may also facilitate income management through services such as salary packaging.
Complete wealth management services through local advisers
There are many stages in a person’s financial journey. You may have experienced working with financial planners who are not closely connected to your local environment. Through our network, we work alongside licensed professionals to support clients with a holistic approach to financial guidance.
Retirement financial planning
Planning for retirement is an important part of your long-term financial wellbeing. There are several steps that may help you prepare for the future.
Initial consultation
This may involve a discussion with a licensed financial adviser about your current financial position, including cash flow, superannuation interests, existing investments, and other relevant considerations.
Setting goals
What does a comfortable retirement look like for you? A licensed adviser may help you clarify your financial goals and preferred lifestyle, taking into account factors such as inflation, timeframes, and investment risk.
Investment strategies
Licensed financial advisers can work with you to explore investment options that may align with your objectives. This may include exchange-traded funds, property investments, or other strategies considered appropriate to your circumstances.
Regular reviews
Financial plans should be reviewed over time, particularly when circumstances change. Ongoing reviews with a licensed adviser can help ensure your strategy continues to reflect your needs and goals.
Insurance
Protecting your income and financial wellbeing is an important consideration. Through our network, clients may receive assistance from licensed advisers when exploring personal insurance options, such as:
- Income protection
- Trauma insurance
- Life insurance
- Personal risk insurance
Any insurance advice is provided by appropriately authorised advisers.
Salary packaging
Salary packaging may allow eligible employees to use pre-tax income for approved expenses, subject to employer arrangements and applicable tax rules. Depending on your circumstances, we may be able to assist with salary packaging services, including:
- Education and professional development expenses
- Novated car leasing
- Additional superannuation contributions
Testimonials
FAA are always amazing. The whole team is professional and always on the ball. I highly recommend FAA to anyone I talk to.
- Julie
I always receive exceptional, prompt and expert service with FAA. I can't rate them highly enough for their help and advice with TTR. I have recommended them to many friends if they are needing any sort of financial assistance. Best thing I have ever done! Thank you to ALL the staff, no matter who you talk to they are friendly and accommodating. Well done to you all!
- Therese
FAA has helped me with property and other financial goals. They are a great team, very friendly. For financial advice and professional property management, I would highly recommend their services.
- Curtis
Disclaimer: This feedback doesn’t indicate the experiences of every client. The views expressed are personal opinions.
Frequently asked questions
How does a holistic approach assist with my financial needs?
A coordinated approach can help ensure different financial services are considered together, rather than in isolation. Through our network, we help connect clients with appropriate professionals across areas such as financial advice, lending, property services, and salary packaging.
This approach may reduce duplication, improve efficiency, and support clearer communication between services. Any personal financial advice is provided only by appropriately licensed advisers.
Why is local knowledge important when exploring financial options?
Local market awareness can be an important factor when considering financial strategies. This may include understanding regional property trends, employment conditions, or eligibility considerations that can vary by location.
Through our local presence and professional networks, clients may receive guidance from licensed advisers that takes relevant regional factors into account when appropriate.
Important Information
FAA Group works alongside licensed financial advisers who are authorised representatives of Lifespan Financial Planning Pty Ltd (AFSL 229892). Any personal financial advice is provided only by appropriately licensed advisers.
Where general information is provided, it does not take into account your personal objectives, financial situation, or needs. You should consider whether the information is appropriate for you and seek personal advice from a licensed financial adviser before making financial decisions.
FAA Group may also assist with related services such as salary packaging and income management, where applicable.
