Financial Planning & Tax Advice by Quinn Financial Planning

Take control of your financial future

Expert planning is the key to financial freedom. Our financial planners in Sydney provide tailored advice designed for long-term success. We prize the relationships we build with our clients, and look forward to building your financial future together.

Financial Planners and Tax Accountants

We are licensed to provide both financial planning and tax advice, so you’ll always have the advice you need to meet your financial goals.

Focused on your best interest

We look out for your best interest in all the advice we provide. We are not controlled by any bank, institution or insurance company.

Outperformers

We pride ourselves on selecting funds and shares that have outperformed industry benchmarks.

We have been fortunate to have Peter Quinn for the last thirty years in his capacity as our financial adviser.

He planned our superannuation policy to a projected figure in our retirement.

It was a strange feeling when he first initiated this policy when we had to hand over our finances.

He had full control and came up with results.

Peter was our company accountant, he guided us for seventeen years, through good times and financial problems.

Thank you Peter for your guidance and making our years together like a family.

Bob & Vennie Flanagan

How we work together

① Initial complimentary meeting

We get to know each other, and set your goals and objectives. We’ll review your financial position, and work towards a strategy to help you meet your short, medium and long term goals. And of course, we’ll answer any questions you might have, so you can make sure we’ve got your needs covered.

② Develop and implement a financial strategy

We develop a strategic financial and investment plan tailored to your needs. This plan is contained in a document called a Statement of Advice. It’s our job to make sure your Statement of Advice is clear and easy to understand so you can approach your financial future with confidence.
Once we’ve finalised your plan together, we put it into action. We take care of the paperwork and complexities so you can reclaim your time.

③ Review and ongoing care

We regularly review your strategy and portfolio to make sure it’s up to date, and continues to meet your goals and objectives. We are available at any time to give you the peace of mind that you have experts on hand to help you through any issues that may arise.