About RACQ Financial Planning 

Planning for your future is about more than building a large super balance – it’s also about helping you achieve your life plans and living with confidence along the way. At RACQ Financial Planning, our approach places you at the centre of all that we do. And it all starts with a conversation about you.

I'm looking to...

Are you looking to: 

  • Protect your 'nest egg'?
  • Create a regular income? 
  • Achieve freedom and independence?
  • Ensure your wealth is passed on? 

Single and starting out

Develop savings habits and protect your income.

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What are you working towards?

Couple

Work together to establish the foundations of your future.

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Plan for the expected and unexpected

Life can change in an instant

Be prepared for life events you can control and understand how to manage those you can’t

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Are you looking to: 

  • Build and protect your 'nest egg'?
  • Cover your children's education? 
  • Achieve peace of mind that your parents and partner will be secure?

Meeting life's expenses while looking to the future

Helping and caring for your family

Find out how to protect your family with the right insurance.

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Make a lasting difference by:

  • Ensuring your wealth is passed on
  • Supporting charities or causes that are important to you
  • Being remembered in a certain way

Thoughtful planning

Build wealth

Reducing debt and building your asset base inside and outside of super.

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Getting ready for retirement

Funding the lifestyle you’ve become accustomed to.

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Enjoy a comfortable stress-free retirement

Get the most out of your lifetime of hard work

Every retirement plan is going to look different and we take the time to ensure all the factors are carefully considered and taken into account.

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Are you looking to: 

  • Protect your 'nest egg'?
  • Create a regular income? 
  • Achieve freedom and independence?
  • Ensure your wealth is passed on? 

Living in retirement

Enjoying your nest egg and ensuring your wealth is passed on according to your wishes.

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Enjoying your lifestyle

Why use RACQ Financial Planning?

We make it about you

We take a values based approach

People first, not product first

Our proud Queensland history

Understand the process 

At RACQ Financial Planning, our approach places you at the centre of all that we do. So we’ll not only help you understand your most important goals, we’ll show you how to get there with an easy to understand process and plan tailored for you. 


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Understand the cost 

We’ve structured our fees to give you transparency and a clear understanding of what you can expect to pay. Even better, your initial appointment is without cost or obligation.


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Contact us

Ready to book an appointment or like to know more?

Support and FAQs

Publications

RACQ Financial Planning Pty Ltd is a Corporate Authorised Representative (Representative number 293929) of Actuate Alliance Services Pty Ltd AFSL 240959, ABN 40 083 233 925. Actuate is a wholly owned subsidiary of IOOF Holdings Limited ABN 49 100 103 722.

This information does not take your personal objectives, circumstances or needs into account. Read the disclosure documents for your selected product or service, including the Financial Services Guide and the Terms and Conditions, before deciding.

Except for RACQ Bank, any RACQ entity referred to on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). That entity’s obligations do not represent deposits or other liabilities of RACQ Bank. RACQ Bank does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.

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