What does your
retirement look like?

It's never to early to start planning your retirement dream.
Super, Income Streams and Centrelink, we can help with it all!

Talk to us today!

Services

Build the life you want,
start planning today!

Let us help you turn your goals into reality, by helping you put a plan in place for your future.

Talk to us today!

Services

Are you and your
family protected?

We all insure our home, contents and cars,
but what about your most important asset, YOU?

Talk to us today about your wealth protection solutions.

Services
Previous slide
Next slide

Make a time

Book a free consultation today

CALL US

07 3159 4939

EMAIL

admin@ptpfinance.com.au

our services

SUPER & RETIREMENT

How much do you need to retire, and what is the most effective way to get there...

SUPER & RETIREMENT

How much do you need to retire, and what is the most effective way to get there...

INVESTMENTS

With interest rates at record lows, is your hard earned money working hard for you…

INVESTMENTS

With interest rates at record lows, is your hard earned money working hard for you…

WEALTH PROTECTION

We all insure our home, contents are cars, but how would your family cope if something happened to you...

WEALTH PROTECTION

We all insure our home, contents are cars, but how would your family cope if something happened to you...

Why choose us

Financial Planning should be all about you, and focus on what it is you want to achieve.

We cut through the financial jargon

We pride ourselves on making sure you understand what we are recommending, and why we are recommending it. Most importantly, everything is in plain english.

Transparency

We will cover the cost of the initial appointment, as we want to hear from you, and understand what your goals are.
Once we have a clear idea on how we can help you, costs are always discussed before you commit to any advice.

We do all the legwork

From researching your existing products, developing the strategy, determining the right structures and completing all the paperwork, we take care of it all!
We are happy to liase with your accountant, solicitor or even Centrelink to help get you on track.

Get started today!

Contact us today to start planning your future!

news

Latest News

GET IN TOUCH

Contact Details

If you are interested in working with us then please drop us a line, we would love to hear from you.

3/20 Masthead Dr
Cleveland QLD 4163

contact us

Drop Us A Line