Business Details
25 Years
experience
Trusted Financial Advisers in Bunbury | Goldline Financial Planning
Goldline Financial Planning has been dedicated to providing quality financial advice since 2001, founded by Leanne Moir with a commitment to demystifying financial planning. With over 25 years of experience, our team prioritises understanding individual client needs to create tailored strategies that ensure financial security and peace of mind. We specialise in Self Managed Superannuation Funds (SMSF) and retirement planning, offering clear, jargon-free guidance to help clients achieve their long-term goals. Our team of accredited professionals, including Leanne Moir and Brett Maguire, brings decades of combined expertise in financial services, investment management, and compliance. We pride ourselves on fostering a client-centric culture where every team member treats the business as their own, ensuring a warm, professional experience from initial consultation to ongoing plan reviews.Our accreditations, including membership with the SMSF Association and registration with the Tax Practitioners Board, underscore our dedication to industry excellence. We guide clients through a four-step processdiscovery, planning, implementation, and regular reviewto ensure their financial strategies remain aligned with evolving needs. Located in Bunbury, Western Australia, we serve clients with personalised service, supported by a dedicated administrative team that handles complex paperwork efficiently. Our Gold Package offers comprehensive fund administration, investment portfolio management, and annual review meetings to maintain the integrity of clients' financial plans. For over two decades, we have empowered individuals to approach retirement with confidence, knowing their financial future is built on a foundation of expertise, transparency, and trust.
Services
Self Managed Superannuation Funds
Retirement Planning
Wealth Creation
Investment Planning
Risk Insurance
Details
- Year established: 2001
Highlights and features
- We offer over 25 years of experience in financial planning and SMSF management.
- Our team includes accredited professionals with advanced qualifications in financial services.
- We provide tailored strategies with a focus on clarity and client understanding.
- Our four-step process ensures comprehensive, stress-free financial planning.
- We maintain ongoing client relationships through regular reviews and updates.
Associations and certifications
- Australian Securities and Investments Commission (ASIC)
- Self Managed Superannuation Fund Association (SMSFA)
- Tax Practitioners Board (TPB)
Services
Self Managed Superannuation Funds
Goldline Financial Planning specialises in SMSF management, offering end-to-end support for establishing, administering, and maintaining self-managed super funds. Our services include compliance checks, investment strategy development, and annual audits to ensure regulatory adherence. Clients benefit from tailored advice on contributions, pensions, and estate planning to maximise retirement savings.
Retirement Planning
We help clients transition into retirement with confidence by creating customised strategies that address income needs, tax efficiency, and lifestyle goals. Our process includes assessing current savings, projecting future requirements, and recommending adjustments to ensure financial security during retirement years.
Wealth Creation
Goldline Financial Planning designs wealth creation plans focused on long-term growth through diversified investment portfolios. We evaluate clients' risk tolerance, financial objectives, and market trends to recommend property, equity, or managed investments that align with their aspirations.
Risk Insurance
We provide guidance on selecting appropriate risk insurance products, including life, trauma, and income protection policies. Our goal is to safeguard clients' financial stability by ensuring their families and assets are protected against unforeseen events.
Estate Planning
Our estate planning services ensure clients' assets are distributed according to their wishes while minimising tax liabilities. We collaborate with legal professionals to draft wills, establish trusts, and implement structures that protect wealth for future generations.
People
Leanne Moir
Director & Senior Financial Planner
Leanne Moir, founder of Goldline Financial Planning, holds an Advanced Diploma in Financial Services and has over 25 years of experience in SMSF and retirement planning. She is accredited by the Tax Practitioners Board and a member of the SMSF Association.
Brett Maguire
Director & Investment Manager
Brett Maguire, an Advanced Diploma holder in Financial Services, manages investment strategies at Goldline. With expertise in portfolio management, he ensures clients' assets are aligned with their risk profiles and long-term goals.
Mark Moir
Financial Planner
Mark Moir, a Graduate Diploma holder in Financial Planning, assists clients in developing tailored strategies for wealth accumulation and retirement. His focus is on simplifying complex financial concepts for client clarity.
Rosie Dilley
Client Services
Rosie Dilley supports clients with administrative and planning needs, ensuring seamless communication and service delivery. She has been part of the Goldline team for several years, contributing to its client-first culture.
Clare Rosman
Client Services & Financial Planning Assistant
Clare Rosman provides essential support in client services and financial planning, helping maintain the high standards of service Goldline is known for. Her role includes coordinating client meetings and documentation.
Questions
What services does Goldline Financial Planning offer?
We specialise in Self Managed Superannuation Funds (SMSF), retirement planning, wealth creation, investment strategies, and risk insurance to secure your financial future.
How long has Goldline Financial Planning been in business?
Goldline was founded in 2001 by Leanne Moir, who has over 25 years of experience in financial planning and SMSF management.
Are your financial planners accredited?
Yes, our team includes accredited professionals registered with the Tax Practitioners Board and members of the Self Managed Superannuation Fund Association.
What is the Gold Package?
The Gold Package offers comprehensive SMSF administration, investment portfolio management, and annual review meetings to ensure your financial plan remains on track.
How do you tailor financial plans to individual needs?
We conduct detailed consultations to understand your goals, then create customised strategies focused on retirement, wealth growth, and risk protection.
Do you offer ongoing support after creating a financial plan?
Yes, we provide regular reviews and updates to ensure your plan adapts to changing circumstances and legislative requirements.