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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Wealth Management Service Gold Coast

Whether you believe yourself to be wealthy or not, whatever assets you have are likely to have been hard earned. It’s important, therefore, that you protect, grow and use them in ways that give most benefit to you. At Quill, we’re here to do that through a number of services that are focused on maximising your wealth.

Wealth gives you control of your future and enables you to achieve your goals. The greater the level of wealth, the more ambitious your objectives can be and, with our help, you have more chance of achieving them. However, maintaining and increasing that wealth has to be done in a time of turbulent markets and uncertain economic activity.

As well as being a problem for investors, volatility in the markets can also be an opportunity providing the right decisions are taken. At Quill, we have the knowledge, expertise and resources to help you make the correct decisions.

Making the Right Choices as the Wealth Management Market Changes

Reforms in the financial markets, such as FOFA and My Super, have created both opportunities and challenges for the wealth management industry. In some cases, the challenges have been too great and have led to many companies withdrawing from the market.

Here at Quill, however, we’re in it for the long haul and will continue to provide dependable support for wealth management on the Gold Coast.

That support is wide-ranging and incorporates other parts of our business, such as financial planning, tax accounting and investment advice. It also applies to all types of clients, from those with the largest portfolio to others with relatively modest investments and ambitions.

We are now operating at a time when clients rightfully expect to be kept informed, have transparency in the way they’re charged for the service and often wish to be actively involved with their investments.

That really is the way we’ve always operated and so is largely a matter of the market coming in line with our way of thinking. Nevertheless, through innovative and proactive ways of working, we’ll always aim to be ahead of the game.

Providing Personalised Wealth Management Services on the Gold Coast

We’ve never tried to put together a standard package for our wealth management clients. That’s because we know they’re all different in terms of the assets they have, the risk they’re prepared to take and the goals they want to achieve. Consequently, we treat every client differently by:

  • assessing their current situation, both in personal and business terms
  • identifying their goals, both long and short-term
  • determining the relevant tax environment
  • ascertaining the attitude to risk, which may become more conservative as a client nears retirement
  • selecting an investment portfolio that will have a mix that meets stated goals and risk profile
  • reviewing the performance of a portfolio to ensure it continues to perform well and meets the client’s needs
  • changing investments when necessary to match changing attitudes and circumstances
  • providing regular reports, reviews and access to information so all clients are kept fully informed.

We like to work in partnership with our wealth management clients so that together we can grow the investments, maximise performance and achieve stated goals. In this way, we succeed 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.

May 13, 2022

War in Ukraine and rising interest rates – what this means for investors?

March 30, 2022

Federal Budget – March 2022

March 17, 2022

FBT 2022: What you need to know

March 3, 2022

Commonwealth Financial Assistance for Queensland Flood Victims

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Don’t take our word for it

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

  • Up until recently I haven't' needed a lot of one-on-one advice but when I have, Geoff Burchill has always been very prompt. Recently I have needed some advice regarding retirement and superannuation and Geoff has given me a lot of time. I have had a 15 year relationship with Geoff as my financial advisor and I have always felt my funds are in good hands.
    Rachael H.
  • Over the last 20 years we have always been very happy with the service Katharine Adderley and the rest of the team have provided for us. We always feel very comfortable and relaxed with the advise they give us.
    Malcolm D.
  • Really happy with your service. Katharine always keep me informed of what is happening. Your visits to Alice is important for me as  I think I get more information by having face to face meetings as questions come up that may not happen if on the phone.
    Jennifer W.
  • “In my circumstances you are very good for me. You explain things so I can understand easily even if I do get muddled some times. You look after me very well. Trust is a word that means a lot to me & I have trust in you doing the best for me. Thank you .”
    Josephine L.

Ready to work with us?

Let us help you shape your future.