Eclipse Financial Planning - Whitsunday

Eclipse Financial Planning - Whitsunday Experienced advice on building wealth, retirement planning, life insurance and income protection. Welcome to Eclipse Financial Services.

We are based in Cannonvale, in the heart of the beautiful Whitsundays region of Queensland. Whether you are here to launch your boat from the local marina, work in the stunning countryside or enjoy the amicable and beautiful lifestyle of Queensland, we are here to help. And no matter where you are or how you come to be there, everyone could do with a helping hand with their finances from time to t

ime. We offer a range of services and tailored financial planning advice that incorporates mortgage broking, life insurance and income protection, superannuation and building wealth. Our friendly team are committed to helping you out with whatever you need. It could be working towards buying a beautiful first house on the water, taking an annual overseas holiday or planning towards the most picturesque retirement you can imagine - we do it all. Dedicated service
Living in the Whitsundays region affords you a unique lifestyle, the likes of which are hard to come by. Close access to the Great Barrier Reef and all that sunny northern Queensland has to offer makes it a popular destination for those seeking beauty a little off the beaten track. At Eclipse Financial Services we understand the wants and needs of those here, because we have spent so much time in the community ourselves. Our one on one client service is tailored to each and every person's specific plan, helping them to understand wealth generation and financial planning. In fact, we are the first locally based firm to offer this kind of service! Proud partnerships
By partnering with some very well regarded organisations, Eclipse Financial Services is able to provide you with a wide range of products and services. As a sub authorised representative of Professional Investment Services (PIS), we can tap into more than 1,200 different products, making sure to find you what you need to achieve your goals. On top of this, we also work with the Australian Loan Company for our mortgage broking service. Also part of PIS, it means that no matter how complex your financial situation or money strategy, we can find something to help you move forward. We love the people and we love the place. Find out what we can do for you by getting in touch today. Our local professionals are more than happy to listen to your plans, concerns and dreams before helping you on the path to financial success. Copyright 2015 Eclipse Financial Services Pty Ltd Suite 2, Conway House, 6 Island Drive, Cannonvale Qld 4802 www.eclipsefs.com This information is general in nature and does not take into account your personal goals and individual financial situation. You should not act on this information without first obtaining personalised, professional advice. Eclipse Financial Services Pty Ltd ABN 47 106 053 249 is a Corporate Authorised Representative No. 422806 of Professional Investment Services Pty Ltd ABN 11 074 608 558 AFSL No. 234951. W: profinvest.com.au P: 1300 557598


Copyright 2015 Eclipse Finance Broking Pty Ltd trading as Eclipse Mortgage Broking. This information is general in nature and does not take into account your personal goals and individual financial situation. Eclipse Finance Broking Pty Ltd t/a Eclipse Mortgage Broking ABN 73 136 793 336
is a Corporate Credit Representative No. 367783 and
all Credit Representatives are authorised representatives of
Centrepoint Lending Solutions Pty Ltd | ABN 40 100 947 804 | Australian Credit Licence 377711
www.cpal.com.au/cls | (07) 5574 0244 | [email protected]

We're looking for an energetic person with a strong customer service focus for our front office.  You will be supporting...
08/01/2025

We're looking for an energetic person with a strong customer service focus for our front office. You will be supporting our 3 Financial Planners in our Cannonvale office in a job share arrangement. Prior experience in a Financial Planning or accounting office preferred but not essential for the right applicant.
Duties include typing File Notes, arranging, confirming and preparing for client reviews, updating Centrelink and liaising with clients, super funds and life insurance providers. Work in a relaxed, brand new, open office environment. Full support, training and development will be provided.
Please email your CV to [email protected] by COB Monday 13th January 2025. No applications via FB.

08/07/2024

Get your Tax & Super Sorted ๐Ÿ’ผ๐Ÿ’ฐ

In this edition, we dove into the crucial topic of superannuationโ€”your key to a secure retirement lifestyle after 60. From understanding contribution caps to maximizing tax benefits, it's all about planning smart. Don't miss out on valuable advice and insights to boost your super savings.

Start your journey to financial security today, find out how here: https://issuu.com/www.mackayandwhitsundaylife.com/docs/rrr42422_core_mag_may-june_v2/28

Eclipse Financial Planning - Whitsunday

It was great being able to explain the basics of finance, renting properties, credit cards, store accounts etc to this f...
30/05/2024

It was great being able to explain the basics of finance, renting properties, credit cards, store accounts etc to this fine group of grade 12's.

A big thank you to Justin and Jake from Eclipse Financial Planning for coming in to speak to our Yr 12s about budgeting and preparing financially for life after finishing school. The students were given information on tax, superannuation and the reality of needing to be smart with your money.๐Ÿ’ณ๐Ÿ’ฐ๐Ÿ“๐Ÿงฎ
Eclipse Financial Planning - Whitsunday

12/04/2024

Navigating your financial journey can be complex, especially as life stages change. ๐Ÿ“Š

Eclipse Financial Planning - Whitsunday breaks down financial organization for different age groups, from Baby Boomers to Gen Y. Whether you're planning for retirement or managing mortgages, understanding your financial landscape is crucial. Are you making smart financial choices for your age?

Explore their article to learn more: https://tinyurl.com/25vzbuer

04/04/2024

โ€ผ๏ธ๐Ÿ‰๐ŸŸข SEASON 2024 IS HERE ๐ŸŸข๐Ÿ‰โ€ผ๏ธ

JOIN IS IN SUPPORT OF YOUR RAIDERS
๐Ÿ† ECLIPSE CUP = GAME 1 ๐Ÿ†
๐ŸŸขโšซ๏ธ๐ŸŸข RAIDERS vs MUDCRABS ๐ŸŸขโšซ๏ธ๐ŸŸข

Highly anticipated 2024 MRU Mackay Rugby Union Rugby Season is here. Our Mighty Raiders Men & Women travel away to our northerly coastal neighbours in the season opening game against Bowen Rugby Union Inc.

Come cheer on your local Raiders as they take on Bowen Mudcrabs in the highly sort after Eclipse Cup ๐Ÿ†, supported & donated by Eclipse Financial Planning - Whitsunday.

Get around all of our Whitsunday local men & women rugby teams Proserpine/Whitunday & Bowen as both sides take to the field for the love of Rugby ๐Ÿ‰.
Please share

๐ŸŸ๏ธ Bowen Rugby Fields, Lower Don Rd, Bowen
๐Ÿ• 2:30PM Kick-off = Womens Rugby
๐Ÿ•ž 3:30PM Kick-off = Mens Rugby
๐Ÿ” Bowen canteen open
๐Ÿบ Bowen bar open

Whitsunday Women's Rugby Union
Green Energy Technologies
Mama Africa Bar & Nightclub Airlie Beach
North Queensland Glass & Glazing


Whitsunday Transit
Dominos Airlie Beach
&Co
Powered By Murphy

Grab the current copy of Core magazine if you'd like to read the 20 years in business feature on Eclipse.
26/10/2023

Grab the current copy of Core magazine if you'd like to read the 20 years in business feature on Eclipse.

14/10/2023

๐ŸŽ‰ Celebrating 20 Years of Financial Excellence! ๐ŸŒŸ

Eclipse Financial Planning - Whitsunday, deeply ingrained in the Whitsunday community, has navigated two decades of financial landscapes. From surviving the GFC to embracing growth and now expanding into a new Cannonvale office, their journey is one of resilience and commitment. ๐ŸŒฟ๐Ÿ’ผ

Read more in our online article: https://tinyurl.com/yvdflr88

We Are Hiring at Eclipse Financial Planning - WhitsundayPlease email your resume to gillian@eclipsefp.com.au by COB Mond...
19/06/2023

We Are Hiring at Eclipse Financial Planning - Whitsunday
Please email your resume to [email protected] by COB Monday 26th June 2023.

20/06/2021
Eclipse Financial Services - Whitsunday Christmas 2020 Team Lunch ๐Ÿ”Thank you to Craig & Mandy at Little Vegas Burger & B...
17/12/2020

Eclipse Financial Services - Whitsunday Christmas 2020 Team Lunch ๐Ÿ”Thank you to Craig & Mandy at Little Vegas Burger & Bar, the food and service always amazing ๐Ÿ˜‹ Cheers to a better, bigger and brighter 2021.

Address

6 Island Drive
Cannonvale, QLD
4802

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Alerts

Be the first to know and let us send you an email when Eclipse Financial Planning - Whitsunday posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Eclipse Financial Planning - Whitsunday:

Share