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Financial PlanningFinancial Planning & Planner Mackay

Power2's Financial Planning team in Mackay is led by Derek Fitzgerald. Over the last few years Derek has twice been selected as one of the top 50 financial advisers in Australian by  Australian Financial Review Smart Investor magazine after taking part in their annual Master Class exam.

Derek has completed studies at Deakin University to become a Certified Financial Planner and is a Life Risk Specialist through the Australian Financial Planning Association. He also holds a Bachelor of Psychology from James Cook University and a Diploma in Personal Financial Planning from the University of Southern Queensland. Derek is also one of the Partners of the business.

Our Financial Planning Services encompass:

Retirement planning including:           

  • Salary sacrifice 
  • Account Based Pensions
  • Transition to retirement income streams
  • Centrelink and Social Security Planning
  • Self Managed Superannuation 
 

 Life insurances (inside & outside super) including:            

  • Life cover 
  • Total and Permanent Disability cover
  • Income protection
  • Trauma cover
 Wealth accumulation including: 
  • Borrowing to invest
  • Regular savings plans
  • Redundancy planning
  • Investment advice (including property)
 Estate planning advice including:
  • Wills
  • Enduring Powers of Attorney
  • Disability and Testamentary Trusts
   
Request an appointment here.

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Financial Planner Mackay

Power2 have a long established team of expert financial planners who's priority it is to help you secure your financial freedom

Financial Planning Mackay

Financial Planning is important for everyone to set goals in their life and achieve the best they can through the help of expert financial advice.