We focus heavily on building long term relationships with our clients so that they can consistently receive quality ongoing advice. 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. We pride ourselves on selecting funds, property and shares that have outperformed industry benchmarks.
Our principal, Peter Quinn, is passionate about helping clients reach their goals and build a better financial future for their families. Peter has over 30 years of experience as a chartered accountant and financial planner, helping business owners, professionals and executives to grow and manage their wealth.
Our principal, Peter Quinn, is passionate about helping clients reach their goals and build a better financial future for their families. Peter has over 30 years of experience as a chartered accountant and financial planner, helping business owners, professionals and executives to grow and manage their wealth.
Services
About Us
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Quinn Financial Planning was established in 1995 with the goal of helping clients legally minimise their tax while growing their wealth. We are passionate about helping clients meet their financial goals, and build their financial future. We operate under a privately owned AFSL license 246411, and are not controlled by any bank institution or company, so you can be sure that we focus on your best interest.
Financial Planning Advice
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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. 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.
Self-Managed Super Fund Advice
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A Self-Managed Super Fund (or SMSF) is a great way to take control of your own superannuation investments and plan for retirement your way. Our SMSF experts provide a comprehensive management service, from establishment and administration, to investments and accounting. Our planners are SPAA accredited SMSF specialist advisers, so you can be sure you're getting the best advice and expertise in self-managed super.
Investment Advice
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We discuss your financial position, and develop a clear understanding of your long term goals. Through these discussions, we'll identify opportunities to maximise the performance of your investments. Our investment advisors will create a custom portfolio to suit your needs as an investor. Your portfolio is designed to effectively meet your financial goals, while also matching your attitude towards investment risk.
Retirement Planning
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Retirement can be an exciting time, with many adventures planned ahead. But to live the retirement you dream of, it's important to start planning early. Australians are living longer, healthier lives which means we can expect to enjoy a lengthy and active retirement. Our extended retirements mean expert financial planning is required.
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