Financial Planning
FIRA Financial Planning provides strategic, forward-looking financial advice designed to help you build, protect, and enjoy wealth with confidence. From simplifying superannuation choices to creating clear retirement roadmaps, we help you make smart decisions across every stage of life.
FIRA Financial Planning provides strategic, forward-looking financial advice designed to help you build, protect, and enjoy wealth with confidence. From simplifying superannuation choices to creating clear retirement roadmaps, we help you make smart decisions across every stage of life.
Our Point of Difference
Each investment portfolio is designed specifically to meet our client’s objectives. Where possible and appropriate, we utilise investment structures that ensure our clients maintain individual ownership of their investments, rather than being pooled with other investors into a large superannuation fund or managed fund. This removes a layer of corporate risk and improves transparency. Importantly it also allows investments to be liquated quickly if circumstances change or if our clients need access to their money.
Patrick Quigley
Senior Wealth Adviser & Director of FIRA Financial Planning
Senior Wealth Adviser &
Director of FIRA Financial Planning
Patrick has had in excess of 25 years’ experince in the financial services industry having held positions in highly regarded firms, namely J.P. Morgan, Mercer Wealth Solutions and Citigroup Stockbroking before starting his own practice.
Patrick is steadfast in his commitment to providing advice which is tailored to the individual needs of each of his clients.
Specializing in, but not limited to superannuation, retirement planning, tax effective investing, wealth protection and estate planning, Patrick strives to provide holistic solutions for all investment objectives and highly values the trust-based client-adviser relationships which are formed through professionalism and commitment.
Our Point of Difference
Each investment portfolio is designed specifically to meet our client’s objectives. Where possible and appropriate, we utilise investment structures that ensure our clients maintain individual ownership of their investments, rather than being pooled with other investors into a large superannuation fund or managed fund. This removes a layer of corporate risk and improves transparency. Importantly it also allows investments to be liquated quickly if circumstances change or if our clients need access to their money.
Services Offered
Superannuation
- Strategic advice regarding superannuation legislation
- Contribution (getting money into super) strategies
- Superannuation specific investment advice
- Self-managed superannuation; structural, investment and legislative advice
Retirement lifestyle planning
- Retirement lifestyle planning
- Strategies to minimise or eliminate tax in retirement
- Superannuation pensions / lifetime income streams
- Investment portfolios specific to funding retirement income
- Maximising Centrelink entitlements
Tax effective investing
- Advice on shares and managed investments
- Portfolio construction and management
- Strategic property investment analysis
- Investing via trust and company structures
- Wealth creation strategies for high income earners
- Gearing / home equity strategies
Wealth protection and Estate planning
- Life insurance, TPD, trauma and income protection advice
- Business succession planning including Buy/Sell and Key man
- Estate planning and asset protection advice