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hEALY FINANCIAL

Servicing the Darling Downs and Granite Belt

Our services

retirement planning
Whatever your plans for retirement, one of the more overwhelming and complex aspects is working out how to achieve your goals. Obtaining reliable information is vital and this is where a financial adviser can be invaluable.We can help you with setting and achieving your goals, building and structuring your wealth in the right way for your situation, and supporting you on the path to financial security in retirement.
superannuation
Superannuation is one of the most tax-effective long-term retirement savings vehicles, however it can be difficult to keep up with changing rules and regulations. We can explain the rules and provide you with strategies to help you maximise your retirement savings.
wealth creation
Wealth creation is about building financial security now so you can focus on enjoying your lifestyle in the future. Choosing where and how to invest your money is a difficult decision and will depend on many factors including your overall investment objectives, approach to investment risk and the amount of time you have to invest.We can help define your personal situation and recommend financial solutions and strategies to help you reach your financial goals.
ongoing advice
Having professional support and assistance at key decision-making times and during legislative change can help reduce the administrative burden of managing your finances, allowing you to develop more confidence to keep progressing forward.

about me

Matthew has over 30 years of experience in the finance industry and specialises in 4 key areas: - Retirement planning - Superannuation - Wealth creation - Ongoing advice Matthew has provided financial advice across the Southern and Western Queensland region for over 20 years. He services a broad range of clients from various backgrounds including agriculture, medical, mining, business owners and individuals. Matthew and his family have lived on the Darling Downs for over 20 years. He is married with 2 children and is actively involved in the Darling Downs cricket community.
“Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.” To read our Financial Services Guide & Privacy Policy click here.

CONTACT US

Business address
Level 1 202 Margaret Street Toowoomba QLD 4350
phone
Email
Healy Financial Pty Ltd ABN 92 655 642 103 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523
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