Investment advice built for you

We create investment portfolios that cater to your individual needs as an investor.
We focus on long-term performance to secure your financial future.

①  Setting your strategy

We discuss your financial position, and develop a clear understanding of your long term goals. Through these discussions, we’ll identify opportunities to maximize the performance of your investments.

②  Build your tailored investment portfolio

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. We ensure your investments are diversified and positioned for long-term growth.

③  Monitor and finesse your strategy

We monitor your portfolio, conducting ongoing reviews and adjusting your investment strategy to account for fluctuating market conditions and regulatory changes. To save you time and money, we manage all of your investment administration so you can focus on your goals.

④  Keep you updated

You meet with your advisor routinely to review your portfolio. We keep you updated on your performance, and provide continuing advice, including asset allocation and income projections, key recommendations and strategic changes, and relevant market and security specific updates.

Our Investment Approach

At Quinn Financial Planning, our investment decisions are focused on your best interest. We are not controlled by any bank, institution or insurance company. Instead, we build investment portfolios tailored to your goals.
Here’s our approach to choosing the best investments for you.

Tax effective

Our goal is to legally minimize your tax while maximizing your wealth.

Not only do we select investment options that will grow your wealth, but we also make sure your investments are structured in the most tax effective way possible.

Outperformers

We have a proven record of selecting funds and shares that have outperformed industry benchmarks. We also assist your Self-Managed Super Fund to choose investment options that will help grow your wealth for retirement.

Security of investment

We pride ourselves on security of capital. We carefully monitor our choices to make sure the businesses we invest in are financially secure.

Self-Managed Super Funds

Superannuation is one of your most important investments, and will determine the quality of your retirement. You have the option to manage your own superannuation, through what is known as a Self-Managed Super Fund or SMSF.

A Self-Managed Super Fund allows you to control your own superannuation investments for your retirement. With the right strategy, this can mean greater choice, and greater tax efficiency.

Of course, self-managed doesn’t mean you have to set your investment strategy all on your own.

Our financial planners are SPAA SMSF Specialist Advisers, and are experts in choosing the right investment options for your SMSF. Not only that, we provide a comprehensive SMSF service encompassing all accounting, compliance and administration requirements.

Learn more

◎ visit our offices

With four offices located around Sydney, including the Sydney CBD, it’s easy to arrange an appointment that suits you.

Book an appointment
Sydney cbd

Level 12
95 Pitt Street
SYDNEY
NSW 2000

neutral bay

Level 3
156 Military Road
NEUTRAL BAY
NSW 2089

PENSHURST

3 Laycock Road
PENSHURST
NSW 2222

SUTHERLAND

Level 3
3-5 Stapleton Ave
SUTHERLAND
NSW 2232

02 9580 9166

[email protected]
PO Box 200, Penshurst, NSW 2222