Our Services

We all have plans and dreams - starting a family, buying a home, building an investment portfolio, buying that yacht, retiring maybe - but have you looked into the financial implications of turning those plans and dreams into reality?

The sooner you start financial planning, the better chance you have of realising your dreams and achieving your goals.

Financial Planning can:

  • Help protect and grow your savings & investments in a tax efficient way.
  • Protect you, your dependents and income from the unexpected and the unwelcome.
  • Increase the after-tax Estate you pass on to your beneficiaries.

With Competent Professionals you'll receive expert financial advice plus regular reviews and evaluations of your situation.

At Competent Professionals we endeavor to understand your financial needs and work with you to help achieve your needs and objectives while putting barriers in place to cover for misfortune. Our focus is on providing quality advice for your personal situation and we follow a six-step process to understand you, your needs and developing a plan to help meet your needs and implementing the plan with regular reviews ensuring that you keep on track.

We provide comprehensive financial planning services including Wealth Accumulation (Managed Funds, Shares etc), Wealth Protection (Life, Disability, Crisis, Income Protection, Key Man Insurance etc), Debt Restructuring, Superannuation, Tax Minimisation, Retirement Planning and Estate Planning. We also provide Succession Planning and Business Advisory Services to SME’s and Salary Packaging advice to individuals and corporate.

:: More about our services
- Planning your children's future
- Protecting you and your family
- Planning for your retirement
- Protecting your assets and your income
- Investment Planning
- Estate Planning
- Financial Planning for businesses

Competent Professionals provides quality Financial Planning services including Wealth accumulation and investment strategies, Personal and Business wealth protection and risk assessment, Superannuation and Self Managed Superannuation Fund, Retirement planning and Centrelink advice, Debt management, Succession and Estate planning, Tax minimisation, Advice for Expatriates, Corporate Superannuation advice, Salary packaging, positively geared properties throughout Australia, $10,000 grant from QLD govt, $10,000 tax free incentive from government, NRAS

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Accounting, Agribusiness, Australia, Authorised Representative, Bank, Budget, Business Expense Insurance, Buy Sell Agreement, Children Education and Saving Plan, Casula, Crisis Insurance, Debt Management, Enduring Power of Attorney, Estate Planning, Financial Adviser, Financial Planner, Financial Planning, High Interest, Home Loan, How much is enough, Income protection, Insurance, Investing, Key Man Insurance, Lawyer, Life Insurance, Liverpool, Loan, Medical, Mortgage, Managed Funds, Portfolio Management, Power of Attorney, Property, Real Estate, Redundancy, Refinance, Retirement Planning, Saving, Shares, SMSF, Solicitor, Superannuation, Sydney, Tax Minimisation, Tax Planning, Term Deposit, Term Life, Total and Permanent Disability, Trauma Insurance, Will

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