Financial Planning
That Moves You Forward.
Holistic financial planning and wealth management — all under one roof, aligned with your business goals and personal aspirations. Retirement planning, investment strategy, wealth protection, and tax-effective investing.
Patrick Quigley
Qualified Financial Adviser — 26 Years Experience
Comprehensive Wealth Services
Retirement Planning
Comprehensive review and structuring of your current superannuation plans to achieve your retirement goals. We assess where you are now and map out exactly how to get where you want to be.
- check_circleSuperannuation review & consolidation
- check_circleRetirement income strategy
- check_circleTransition to retirement planning
- check_circleSelf-Managed Super Fund (SMSF) advice
Investment Planning
Review your wealth goals and help you develop a diversified investment strategy aligned with your risk tolerance. We specialise in investing on behalf of Self-Managed Superannuation Funds.
- check_circleDiversified portfolio strategy
- check_circleRisk tolerance assessment
- check_circleSMSF investment management
- check_circleDomestic & international investments
Wealth Protection
Review and update your personal insurance to ensure your income and assets are properly safeguarded. Protect what you've built for yourself and your family.
- check_circleIncome protection insurance
- check_circleLife & TPD insurance
- check_circleTrauma insurance
- check_circleBusiness succession planning
Tax-Effective Investing
Explore current opportunities to maximise your after-tax returns through strategic investment choices. Everything aligned with your broader financial picture.
- check_circleTax-effective investment structures
- check_circleNegative gearing strategies
- check_circleCapital gains management
- check_circleFranking credit optimisation
How We Work With You
Understanding
We begin by understanding your hopes, goals, and fears — because financial planning is personal.
Analysis
A thorough analysis of your current financial situation: assets, liabilities, income, and expenditure — with your accounting team's input.
Discussion & Proposal
We discuss our findings and propose a personalised financial plan aligned with your aspirations and designed to mitigate identified risks.
Actionable Recommendations
Clear, actionable recommendations. No jargon. Just a practical path forward for your financial future.
Licensed & Authorised
Our financial planning services are provided by Sky Investments Solutions Pty Ltd as trustee for Sky Wealth Unit Trust trading as Sky Wealth, Authorised Representative No. 1281493 of Hunter Green Pty Ltd, Australian Financial Services Licence No. 225962.
Patrick Quigley is an authorised representative of Hunter Green Pty Ltd. Your accountant may offer you services through Sky Wealth or the other accountancy and mortgage broking businesses in the group, which are each separate businesses. Each business is solely and separately responsible for the advice they each provide.
Ready to secure your financial future?
Your first consultation is complimentary and obligation-free. Let's discuss your financial situation, review your wealth goals, and explore what's possible.
Book Your Free Consultation