WELCOME
Taking the guesswork out of your financial future since 2004
through straightforward and easy to understand advice.
Clear Financial Advice. Real‑Life Support.
At Scenic Rim Financial Planning, we help everyday people make confident decisions about their money — without jargon, pressure, or confusion.
Whether you’re planning for retirement, growing your wealth, running a business, or simply wanting clarity around your finances, we’re here to help you move forward with confidence.
Our role is simple: to take the guesswork out of your financial future.
How We Help
We start by understanding you — your goals, concerns, and what matters most in your life. We don’t just focus on one product or decision. We help you understand how everything fits together — now and into the future;
Advice That Grows With You
Life changes, and your financial plan should too.
We work with clients both for one‑off advice and ongoing support, adjusting strategies as your circumstances, goals, and legislation change — so you’re never left wondering what to do next.
Fees & Services – Clear and Transparent
We believe you should always understand what you’re paying for and why.
Our fees are based on the advice and services you need, not commissions or product sales.
Our services are typically delivered in stages:
Initial Advice / Financial Plan
A tailored financial plan that:
- is built around your goals
- explains recommended strategies in plain language
- outlines benefits, risks, alternatives, and costs
- gives you clarity and confidence to make informed decisions
Implementation Support
If you choose to proceed, we can help put the advice into action — coordinating investments, super, insurance, and other strategies.
Ongoing Advice & Reviews
For clients who want ongoing support, we offer review and advice services to:
- keep your plan up to date
- adjust strategies as life changes
- respond to legislative and market changes
- ensure you stay on track over time
We’ll always discuss fees upfront, explain your options clearly, and make sure you’re comfortable before proceeding.
Is Financial Advice Right for You?
You don’t need to “have it all figured out” to work with us.
We help people who want:
- less stress around money
- clearer direction
- confidence about the future
If that sounds like you, we’d love to help.
👉 Book an appointment or get in touch to start the conversation.
Blog
Frequently Asked Questions
Please reach us at info@scenicrimfp.com.au if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes. They also help you get greater clarity over key decision in your life, such as "Can I retire sooner?", "should I payoff my mortgage or contribute to super?", and "should I invest in property or shares?" plus much more.
It should start with your goals and objectives, and from there we will build a plan which considers the five key areas in your financial position - Income, Debt, Retirement, Insurance and Estate. Your plan is tailored to you and your needs, and will include the Advisers research, recommendations, reasons/benefits and risks/disadvantages, alternative strategies/products and details of any costs to be considered also. It should give you all the information you need to make an informed decision on what is in your best interests.
You should meet with your Adviser to review your plan at least annually, as a lot can happen in a year! Legislative changes to tax laws, retirement strategies, age pension rules as well as changes to economic conditions incl. inflation, asset performance, etc. On top of this, products are regularly changing and new products coming into the market which might be more appropriate/beneficial to you. You should also contact your Adviser whenever you have a major life change i.e. change in employment/income, marriage/divorce, children etc. as this can have a major impact on your overall financial position and appropriate strategies to meet your financial needs.
The initial meeting is online, either by phone or online video meeting - this way you can fit it into you busy schedule and can be completed at work or home.
The more formal advice meetings from there can be held anywhere - you can come to one of our many offices, or we can come to you either at work, home, a favorite café or we can arrange a serviced office at a location convenient to you (travel charges may apply). Of course, phone or Microsoft Teams are always an option and often preferred by clients to fit into their busy lives.
Our ongoing service is on renewable 12 month contracts, which can be cancelled with one call or email within 24 hours. We only ask that if you were to leave in the first year, we will invoice the remainder of the 12 months (no one has done this so far and we hope no one would ever want to!)
If you have a single area you wish to discuss we can arrange a quote for a one-off advice fee.
Ongoing service fees relating to investments outside of superannuation may be tax deductible. We will work with your Accountant if needed to ensure you get the maximum deduction.
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Scenic Rim Financial Planning
2/119 Brisbane Street, Beaudesert QLD 4285, Australia
Beaudesert | Tamborine Mountain | Scenic Rim 2/119 Brisbane St, Beaudesert 13/9-13 Main Western Rd, Tamborine Mountain 1300 492 843 / (07) 5613 1920 info@scenicrimfp.com.au PO Box 288 Canungra QLD 4275
Hours
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 03:00 pm | |
Sat | Closed | |
Sun | Closed |
General Advice Warning
The information in this website and the links has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned on this website, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, together with the Target Market Determination (TMD).
PRIVACY POLICY
Read about how Scenic Rim Financial Planning Pty Ltd ABN 18 112 135 350 and its corporate group of entities (us, we or our) collects, protects, uses and shares your personal information.
Copyright © 2022 Scenic Rim Financial Planning Pty Ltd - All Rights Reserved.
Scenic Rim Financial Planning Pty Ltd ABN 18 112 135 350 is a Corporate Authorised Representative (No.336111)
of Athena Financial Services Pty Ltd ABN 15 686 060 588, an Australian Financial Services Licensee No. 569 806
Booking a FREE call
Click here to book a FREE 15min introduction call to discuss your needs and how we can assist.