McIver Financial Planning 52 Currumbin Creek Road, Currumbin Waters, Queensland 4223

Welcome to McIver Financial Planning - Financial planning Simplified!

Do you ever find yourself wondering where all your money goes? If so, our team of financial planners can help you find the answer and even recover some of that lost income.

We all have dreams of what we would do with a little extra money: surprise family holidays, shiny new toys, charitable donations, home improvements, paying off mortgages, the list goes on. However, life doesn't always go according to plan, and it's essential to protect your assets and income from unforeseen events.

Having an expert Financial Planner by your side throughout your working life is crucial for navigating the complex financial landscape. From maximizing your superannuation returns to assisting with insurances, financial planning just makes sense.

Life or death cover, total permanent disablement, and income protection are the three main types of insurance most Australians may have within their superannuation options.

Whether you need help consolidating existing loans or guidance on purchasing your first home, we are here to assist you and point you in the right direction.

Financial Advice is a professional field dedicated to helping clients build wealth, protect their assets, and navigate the intricate world of financial services. We work with you to develop strategies that manage your financial affairs and achieve your life goals.

By working with our financial advisors, you will identify your individual goals and develop strategies to turn them into a reality.

It is common for individuals with multiple jobs to have multiple superannuation accounts, resulting in unnecessary fees. By consolidating your superannuation accounts, you can potentially reduce fees, gain access to more features, and ensure appropriate investments based on your age and risk tolerance.

Our team consists of individuals with diverse finance experience and qualifications, all united by a commitment to ethics and integrity. We are fully licensed and credentialed to provide you with the highest level of service.

The true value of our advice extends beyond financial gains. Studies have shown that people who receive financial advice experience higher levels of personal happiness, increased peace-of-mind, and even fewer arguments with loved ones.

Whether you have a lot of money or are living week to week, speaking to one of our advisers will provide you with the comfort and peace of mind that comes with a well-thought-out financial plan.

We can easily review your super and explain the various ways we can help, at no cost and no risk to you. We analyze your goals and compare them to your current portfolio, then recommend an investment strategy tailored to meet your needs. It may be simple for us, but it can be challenging for everyday Australians.

Still have questions? Check out our frequently asked questions section for more information.

Let us help you create the best strategy, assets, and execution for your financial future.

Lucas Brine is an Authorized Representative (1261280) of Bluewater Financial Advisers Pty Ltd AFSL 411846.