Why us?

We focus on building genuine relationships and delivering a personalised service with innovative technology.

Business Accounting

From bookkeeping and cash flow forecasting, to structuring and software solutions, we can help shape you.

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Financial Planning

Through long-term strategies and tailored plans, we want to help you build your wealth to where you want it to be.

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Making decisions about your super isn’t always easy, so get the right advice and guidance to shape your freedom.

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Expert guidance from an expert team.

Don’t let your financial position suffer at the hands of others. Contact us to discover how we can help shape your future.

Benefits of working with us

Get everything you need, under one umbrella

Whether it’s financial advice, individual tax needs or strategies to grow your business, we have you covered. You have everything you need right here, and we only choose products and services that are best for you.

Adviser and Client

Great experience with great technology

We continually push the innovation boundaries to provide our clients the best, streamlined services. We work with the best of breed technology like Xero and DocusSign which gives us more time to focus on you and your needs.

Safety and stability

We don’t outsource any work overseas and we don’t plan to. We truly believe in insourcing. Our highly qualified accountants and financial planners perform all work right here in Australia so your privacy is kept safe.

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Financial Planner on the Gold Coast

Planning is important for most things because it’s often the difference between success and failure. Financial planning is particularly vital, however, since your future prosperity depends on it.

Without financial planning, you won’t have any idea how much money you need at a particular time and, even if you did, would not know how to achieve the required amount.

Many people go through life with no financial planning at all. They’re the ones who struggle to meet unexpected payments, generally fail to achieve what they want to do and are rarely truly happy as a result. Those whose finances are planned, on the other hand, are more in control of their lives and have fewer worries about the future.

Financial planning isn’t a simple concept that can be tackled by an enthusiastic amateur. It isn’t just a matter of saving money into a bank account but involves various strategies that you can adopt in order to achieve your long-term goals.

How We Can Help with your Financial Plan

At Quill, we understand that financial planning is a complex subject that has numerous aspects. These include:

  • Preparing for retirement by deciding when you want to retire and the amount of money you’re likely to need. We can set out a strategy to determine how you’ll save for retirement, take income when you get there and how, if required, phased retirement can be achieved.
  • As a business owner, setting out an exit strategy so you can reap the rewards of your hard work when you decide to call it a day. This can be combined with financial advice while the business is continuing in order to maximise its value on retirement.
  • Tax-efficient investments that take advantage of allowances and government incentives. These will be coupled with overall investment advice to ensure the greatest returns.
  • Covering care costs so that, in later life, you can pay for the care you may need. As people live longer and often have complex needs, this isn’t something you can afford to ignore.
  • Making charitable donations and gifts to relatives in a tax-efficient way. The latter will be part of estate planning to ensure you leave the maximum amount to your family.

Start Early and Review Regularly

As a financial planner on the Gold Coast, we realise the importance of starting your planning early. By doing so, you have more time to save for what you want to achieve and are more likely to reach your target with minimal changes to your lifestyle. It is an on-going process and so we aim to establish a long-term relationship with all clients.

For every client, we:

  • try to establish what their goals are so that we can help them to achieve those goals rather than simply trying to build up as much wealth as possible
  • set out a plan that will attain the stated goals by particular dates; this will include recommended savings and investments that will fit a stated risk profile while generating the necessary return
  • review the plan regularly to ensure it is performing as expected and is meeting the client’s expectations
  • change the plan if necessary, such as when under-performing, if the client’s attitude to risk alters or if circumstances are different.

As financial planners, we believe our role is to help you reach your aims rather than just build up a pile of money. By working with you long-term, we can achieve those aims together.

Whether it’s individual or commercial tax needs, financial advice or strategies to grow your business, the Quill Group has you covered!

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Why choose Quill?

A hands-on approach for a customised result, we focus on building a genuine relationship and make sure we get the best outcome for you. Shaping your future is our core value.

Highly qualified and professional staff
Fixed Fee Quotation
Constant Communication
Technology and Innovation
Personal Service
Client Education
With you for the long haul
Quality and Privacy

“A hands-on approach for a customised result. Client satisfaction is our ultimate aim”

Our latest blog posts

We are always writing content to help you shape your future.

December 19, 2019

Financial Market Update | November 2019

October 14, 2019

Financial Market Update | September 2019

September 20, 2019

Financial Market Update | August 2019

July 12, 2019

Financial Market Update | June 2019

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Don’t take our word for it

Here’s what some of our clients have to say!

  • The Quill team are second to none. We recently experienced a sudden event which resulted in a need to urgently review our financial situation pre retirement. From the moment we walked in the door at Southport to be greeted by Jessica, to the comfort of the modern and well equipped offices, the ability to display our financial positions on screen, and to Peter's caring manner and expert advice, we were put at ease with the knowledge that our financial futures are secure. I cannot recommend the Quill Group enough. First class service all the way.
    P. Ring
  • After more than 10 years of receiving advice from Tony and his team at Quill we couldn't be happier and have seen our savings and investments grow at a rate we couldn't achieve elsewhere. Their advice has transitioned us from workers into comfortably self-funded retirees, in that time. Everything has been thoroughly explained to us in deciding between options and the pain of dealing with paperwork has been reduced to a minimum. We have a high degree of trust in this team, that recommended investments have performed well while limiting exposure to risk and that we would be happy to say, 'Go with Quill....you won't regret it'
    A. McNeill
  • We were very impressed with the service provided at Quill. From the moment we walked in the door till the moment we exited we were looked after by friendly staff. The financial advisor was wonderful and took the time to get an idea who we are and our goals. Advice was realistic and holistic taking our best interests into account. We very much appreciated the time, delivery of the advice and the follow up. Thanks again Tony and the Quill team.
    E. Jones
  • We always receive excellent service that goes above and beyond the normal call of duty. Extremely patient, professional and knowledgable. I cannot recommend them highly enough! Wonderful service!!
    C. Hawking

Ready to work with us?

Let us help you shape your future.