Scenic Rim Financial Planning

22/01/2026

What’s your favorite budgeting tip? Let us know!

12/01/2026

New year, new opportunities! Start strong by setting clear financial goals for 2026. What’s your #1 money goal this year?

28/08/2025

Your new first point of contact! We are so excited to welcome Natalie McMahon to the team - please save Natalie's contact info for all your advice related questions and assistance going forward.

As you may well be aware, there has been a significant reduction in the number of Financial Advisers in Australia over the past few years for various reasons, and therefore a significant increase in the number of clients urgently needing assistance and advice.

23/08/2025

Scams are everywhere, targeting people from all walks of life and costing Australians billions of dollars each year. Whether it’s fake emails, unexpected phone calls or online schemes, scammers always find new ways to gain your trust and steal your money or personal information. But 3 small steps can help keep us all safe from scammers.

Learn more at www.scamwatch.gov.au

04/06/2025

A great reminder of the importance of unbiased personal advice for life insurance! "ASIC sues Choosi for misleading customers through its insurance comparison service"

Fair, strong and efficient financial system for all Australians.

01/05/2025

Thinking about market timing? - https://mailchi.mp/5d0e87481a93/thinking-about-market-timing

07/04/2025

Several Australian superannuation funds have been hit by suspected cyber attacks, with members of one fund losing $500,000 in retirement savings. AustralianSuper has faced 600 attempted cyber attacks in the past month, resulting in four members losing a combined half a million dollars.

04/03/2025

In an effort to make working with us and accessing high quality advice simpler for our clients, we now have online bookings! You can schedule a free intro call, or a formal meeting through our online calendar at a time and place that suits you!

Go to

30/07/2024

From budgeting to goal setting, investments to insurance, we'll help you build a tailored financial plan that sets you up for success.

Call us to chat
☎️ (07) 5613 1920
📧 [email protected]

28/07/2024

As you or your parents move toward the next stage of their lives, it’s natural to feel overwhelmed and unsure of what’s next.

We understand the complexities of this transition and offer a range of solutions to help ease the process.
And the best time to start planning is now – before it becomes urgent.
With our three tailored support packages, we can guide you through every step of the journey, from managing costs, what impact this could have on the Age Pension, and what position the Estate will be in at the end, through to liaising with all parties involved.

Let us help you and your parents navigate this next chapter with confidence and peace of mind.

Call us to chat
☎️ (07) 5613 1920
📧 [email protected]

25/07/2024

Chat to us about protecting yourself and your love ones from the unexpected.
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☎️ (07) 5613 1920
📧 [email protected]

23/07/2024

We understand that it's hard to fit in face to face appointments sometimes so let us come to you! Or if you'd prefer, we can also meet online.
However we meet, our goal is set you up financially for your future ✊
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☎️ (07) 5613 1920
📧 [email protected]