Plan for your future
because that's where you'll spend the rest of your life.
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We've Been Doing This for Over Three Decades
In our 30+ years across South East Queensland, we've helped families through market crashes, pandemics, rule changes, and everything in between. Many of our clients have been with us for decades because we genuinely care about their outcomes and keep things simple.
Real Stories, Real Results
"We were worried that we would never be able to retire comfortably, and with David's guidance, we restructured our super and created a clear 10-year plan. Now we're on track to retire at 62 instead of 70. What we value most is knowing we have someone we can trust to navigate the complex decisions ahead..."
"We've been with Damion for eight years and what sets him apart is how he explains everything in plain English. When the super rules changed last year, he called us personally to discuss how it affected our strategy. We recommend TAP because they genuinely care about your long-term success, not just selling products..."
We get to know you and what matters most
Together, we build a plan that actually works for your life
You move forward with clarity and peace of mind
How we can help
Retirement planning doesn't have to feel overwhelming. Whether you're lying awake wondering if you'll have enough money to retire, or you're not sure where to even start, we're here. We'll sit down with you, understand what matters most, and create a plan that actually makes sense for your life.
Here's some of the many ways we can help you in your planning:
See how we can help
The big question everyone asks: "Will I have enough?" We help you figure out exactly how much you'll need and the best way to get there. Whether you're 50 or 65, starting early or catching up later, we'll create a plan that works for your situation.
Super can be confusing – all those rules, contribution limits, and investment options. We'll help you understand your choices and make decisions that could save you thousands in taxes while growing your retirement nest egg.
Thinking about taking control of your own super? We'll honestly tell you if it's right for you (it's not for everyone), and if it is, we'll guide you through the whole process. No surprises, and certainly, no complications you weren't expecting.
Life insurance isn't the most exciting topic, but it's important. We'll help you understand what you actually need (hint: it's probably not what someone tried to sell you), and find cover that protects your family without breaking the budget.
Centrelink rules can be a nightmare to navigate. We know them inside out and can help you structure things to get every dollar you're entitled to.
Health Care Cards – All you need to know
Navigating your way around applying for a health care card can be a daunting and complex process. Importantly though, concession and health care cards can get you cheaper health services and medicines. ..
Five reasons why budgeting is so important
We never stop hearing about the importance of budgeting in our day to day lives and this is rightly so. The substantial benefits far outweigh the time cost both in the short and long term...
Correcting Personal Super Contribution Errors
Those eligible to make personal super contributions (i.e. sole traders, partners in a partnership, business owners or company directors) must ensure their super contributions are being classified correctly...
