HOW THE GAME OF MONEY®
CAN HELP ME?
Most people start off without a clear direction, plan or strategy for their financial future. Our aim is to guide through to setting your foundations.
Personalised solutions
South Queensland Investment Solutions offer a range of proven, personalised and tailored advice solutions to suit your needs.
Do you spend less than you earn?
Are you using those proceeds effectively?
Do you have a financial goal?
Did you reach your financial goal?
Speak to us today about achieving your financial goals sooner.
Wealth Creation
When was the last time you reviewed your super?
Do you know how it’s invested?
Do you have any beneficiaries listed?
Do you know what your super balance is?
Call us today to find out more
Superannuation Advice
Do you know what Life Insurance, Total and Permanent Disablement, Trauma and Income Protection is? Do you know how they work?
Are you comfortable that you have your insurance structured appropriately?
Have you reviewed your insurance in the last 3 years?
Call us today to find out more.
Personal Insurance
Are you comfortable that you know where your money will go when you pass away?
Will your funds be distributed in the most efficient manner possible?
Do you know what the tax implications will be?
Call us today to find out more
Estate Planning
How long do you want to continue to work before you slow down or leave work?
Do you know how much you need to live off each year in Retirement?
Do you want to leave an inheritance?
Call us today to find out more
Retirement Planning
Do you Have at least $500k in Assets?
Do you want to invest in a single property?
Do you own your own business?
Speak to us today to find out if a Self Managed Super Fund may be appropriate for you!
Self-Managed Superannuation
Do you know the difference between bad, good and better debt?
Do you have your debts structured appropriately?
Are you reducing your debt as quickly as possible?
Call us today to find out more
Debt Management
Do you own your own business?
Do you have a partnership?
Do you have a plan if a key person cannot work/ leaves the business/ dies?
Have you reviewed your needs in the last 3 years?
Speak to us today to find out more
Business Risk
Are you retired or getting close to retirement?Are you entitled to an age pension?
Are you maximising your benefit?
Speak to us today to find out how you can receive a tax free income from your super.
Pensions
Personalised solutions
South Queensland Investment Solutions offer a range of proven, personalised and tailored advice solutions to suit your needs.
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Wealth Creation
Do you spend less than you earn?
Are you using those proceeds effectively?
Do you have a financial goal?
Did you reach your financial goal?
Speak to us today about achieving your financial goal
Superannuation Advice
When was the last time you reviewed your super?
Do you know how it’s invested?
Do you have any beneficiaries listed?
Do you know what your super balance is?
Call us today to find out more
Personal Insurance
Do you know what Life Insurance, Total and Permanent Disablement, Trauma and Income Protection is? Do you know how they work?
Are you comfortable that you have your insurance structured appropriately?
Have you reviewed your insurance in the last 3 years?
Call us today to find out more.
Estate Planning
Are you comfortable that you know where your money will go when you pass away?
Will your funds be distributed in the most efficient manner possible?
Do you know what the tax implications will be?
Call us today to find out more
Retirement Planning
How long do you want to continue to work before you slow down or leave work?
Do you know how much you need to live off each year in Retirement?
Do you want to leave an inheritance?
Call us today to find out more
Self-Managed Supannuation
Do you Have at least $500k in Assets?
Do you want to invest in a single property?
Do you own your own business?
Speak to us today to find out if a Self Managed Super Fund may be appropriate for yo
Debt Management
Do you know the difference between bad, good and better debt?
Do you have your debts structured appropriately?
Are you reducing your debt as quickly as possible?
Call us today to find out more
Business Risk
Do you own your own business?
Do you have a partnership?
Do you have a plan if a key person cannot work/ leaves the business/ dies?
Have you reviewed your needs in the last 3 years?
Speak to us today
Pensions
Are you retired or getting close to retirement?Are you entitled to an age pension?
Are you maximising your benefit?
Speak to us today to find out how you can receive a tax free income from your su
Close Accordian
From our clients
The financial planning and financial advice provided to us by Sophie was great. Before we came in for our initial appointment, we didn’t really know anything about Superannuation or Insurances. Considering we are a newly married couple who have a mortgage and would like to start a family soon it was so important that we got our finances in order when we did.
A massive thank you Kent for assisting me.
Firstly with sorting out my super and secondly, I couldn’t be more grateful for his assistance in setting up salary sacrificing into my super for my First Home deposit and helping me in multiple other ways. I really appreciated you taking the time to explain to me various concepts, sometimes in many ways until I fully understood the information you were providing me.
Your patience and the effort you go to in making sure I always understand what you are explaining to me is wonderful and very reassuring. I will be strongly recommending your services to friends and family.
Ready to take the first step
towards living the life you deserve?
68 West St, Toowoomba. Qld 4350
P O Box 3217, Toowoomba. Qld 4350
+61 7 4637 9000
