Category Archives: Financial Planning
Financial Planners Noosa.
Noosa and Sunshine Coast, Queensland (QLD)
Stratogen Financial Planning (Magnum Consilium Pty Ltd) is owned by Rob O’Donnell and we work very closely together so that we can offer clients access to both Accounting and Financial Planning services under the one roof.
Clients seeking comprehensive financial guidance beyond accounting services should engage with Stratogen Financial Planning’s licensed financial advisors who possess the expertise and regulatory authorisation to address their specific needs and goals.
Many people assume that financial planners only give advice on investments. The role of a qualified professional financial planner is much broader and involves looking at all aspects of your lifestyle, goals and requirements and developing a financial strategy suitable for you. The recommended strategy should help you reach your financial goals effectively and efficiently.
Based in Noosa, on the Sunshine Coast Queensland (QLD), we service clients around Australia.
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Self education deduction expenses
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Family trusts are great, but beware of disadvantages
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What you need to know about the Home Equity Access Scheme (HEAS)
How eligible retirees can access extra income using their home’s value.
EOFY tax and superannuation checklist – 30 June 2025
The ultimate tax and super checklist. When the end of the financial year is upon[More...]
