Financial Planning


Building wealth for tomorrow.

What We Do

There are 2 key components to Qubed’s Financial Planning. We are specialists in the setup and maintenance of Self Managed Super Funds, providing establishment support and continuing compliance through our SMSF specialist tax accountant.  Our second component is to provide  support around  personal investments and risk insurances  via our partner channel. We work with 3 planning organisations and can recommend a planner based on your current needs.

 Self Managed Super Fund ( SMSF) Advice- If you are thinking of establishing  a SMSF we can offer end to end advice and services through our internal licenses, and with the engagement of our external wealth and risk insurance partners  we can help with the following:

– Establish SMSF, Corporate Trustee (qubed)

– Facilitate roll-overs from your existing funds (partner channel)

– Liaise with our finance team to help facilitate lending within super (qubed)

– Statements of advice for real property purchases within super (partner channel)

– Advise around risk insurances such as Income Protection, Life Insurance, Trauma & TPD Insurance (partner channel)

Protecting your future and growing your wealth are what we consider an extension of our compliance and advisory businesses. We aim to see you creating financial wellness now and far into the future.