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Financial planning FAQs

Financial planning is all about preparing for your future. RACQ Financial Planning advisors are experts in developing strategies to help you sort your super; boost your assets and investments; and plan for, and live comfortably, in retirement.

The path to financial freedom begins with a conversation. The first, obligation-free appointment is free-of-charge. To book, visit RACQ Financial Planning, drop into an RACQ Bank branch or call 13 1905.

How can Financial Planning help me? Show more

Financial planning is all about helping you achieve your financial and lifestyle goals. By working with a specialist financial planner, you’ll be able to get a clear view of your current situation, develop unique goals you’d like to work towards, and then create a clear course of action that informs you of the steps you need to take in order to achieve those goals. 

RACQ Financial Planning does not manufacture or market its own products. We have access to a wide range of carefully researched solutions from across many providers. Our investment portfolios are designed via a robust centrally managed process; we aim to provide quality and consistency in pursuit of a better investment experience.

Existing solutions: We will assess whether your existing investments and structures are appropriate for you now and into the future. We are perfectly comfortable to leave your existing solutions in place where they meet your needs.

New solutions: We will let you know if we identify gaps in your current plan. Where adjustments are required we will assess whether it is appropriate to amend your existing solutions or implement new solutions aligned to your needs.

Just call us on 07 3842 6297 or enquire online and one of our team will be in contact with you to book an appointment. 

Alternatively, have a look at the Bank Branch Visit Program to find an advisor near you.

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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.