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Financial Planning

Financial planning services and advice for business owners, pre-retirees and retirees,
Mackay QLD region.

Retirees

It’s a well-known fact that we are now living longer. Obviously, this is great news on the whole, but due to this increase in longevity, managing cash flow has become more important than ever in order to ensure that people do not outlive their assets... Read more

Pre-Retirees

We all look forward to retirement for various reasons, but having a sustainable cash flow to take you through this new stage of life isn’t always ‘top of mind’ early enough. Whatever your goals may be, a financially secure retirement doesn’t just hap... Read more

Business Owners

You may not be aware of the fact that what you do on a day-to-day basis to earn your income may be classed as a business. Whether you are running a farm, or involved in other agricultural industries, sub-contracting your manual or professional servic... Read more

Financial Planning

  • BUSINESS OWNERS
  • PRE-RETIREES
  • RETIREES

Our Services

  • Insurance
  • Retirement planning
  • Retrenchment
  • Salary Sacrificing
  • Second Opinion Service
  • Superannuation
  • Home
  • About Us
  • Financial Planning
  • Our Services
  • Case Studies
  • Contact

Other services

  • Financial Services Guide

Financial Planning

  • Business Owners
  • Retirees
  • Pre-Retirees

Our Services

  • Insurance
  • Retirement planning
  • Retrenchment
  • Salary Sacrificing
  • Second Opinion Service
  • Superannuation

39 Milne Lane
West Mackay 4740
Ph: 07 4843 3080
Send an Email

Important information
The information contained on this web page is for discussion purposes only, is of a factual nature and is not intended to constitute financial product advice. It does not take into considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.

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As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Financial Wisdom Limited complies with the Privacy Act 1988 and as a member of the Commonwealth Bank Group of companies conforms with the Group’s Privacy Policy. For further details please refer to the Group's Privacy Policy.

KGE Financial Advisors Pty Ltd ABN 98 163 773 733 is an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

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