Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Quest Financial Planning we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Your local financial partners
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Prepare for tomorrow, make the most of today.
Insights
Weighing up the Age Pension and the assets test
Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…
Save for an emergency fund
An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel…
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the…
Transfer from a foreign super fund to an Australian super fund
Overview Money you transfer from a foreign super fund to a complying Australian super fund may: count towards you super…
Avoiding sales pressure
Salespeople and advertisers use tactics to pressure you to buy a product or sign up to a service. Knowing their…