Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Financial advice to help
you manage, grow and
protect your wealth.
you manage, grow and
protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Quay Wealth Management we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money as detailed in our Capabilities Statement.
Investments
If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances and we recommend you contact us before you start putting your money into any form of investment.
SMSF
A Self-Managed Super Fund (SMSF) gives you control of your super fund, including all the legal and tax responsibilities. We can assist with an investment strategy that is in line with your risk profile and incorporates your ideas about investing.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Your local financial partners
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.
Prepare for tomorrow, make the most of today.
Insights
Say yes – what’s the best that could happen?
As we step into a new year, it’s a good opportunity to think about what we want to embrace and…
Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics…
Keeping records for property
Which records to keep for your property so you can work out CGT when you sell it. Property records you…
Gifting for future generations
At this time of year, when giving is particularly on our minds, some might turn their attention to how best…
Dollar cost averaging: can it work for you?
Australian share prices have seen record highs in 2024 after a sluggish couple of years. The S&P ASX200 index added…
Market movements and review video – December 2024
Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation…