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Financial Planning

Suncorp Financial Planners help Australians of all ages and incomes increase their wealth, save on tax and secure the lifestyle they want. To book an obligation-free appointment with a Suncorp Financial Planner, either in person or over-the-phone, you can contact us online, visit your local branch, or call us on 13 11 75.

How can a Financial Planner help you?

A simple, affordable way to manage your finances, while still leaving you in control.

What does financial advice cost?

An outline of the costs and benefits of choosing to proceed with financial advice.

What happens at your appointment?

Everything you need to know about your appointment with a Suncorp Financial Planner.

Investment Risk Profiler

Determine your attitude to investment risk and see which investment option suits you best.

Budget Planner

Manage your cashflow by creating a budget.

Ready to get in touch?

Looking for something else?

Try our Retirement Simulator.

Financial product advice is provided by representatives of Suncorp Financial Services Pty Limited ABN 50 010 844 621, AFSL 229885.

This is general advice and does not take into account your objectives, financial situation or needs. Before acting on this general advice you should consider the Product Disclosure Statement and the appropriateness of the advice having regard to your objectives, financial situation and needs and consult your financial adviser.