Sapphire Financial Services Pty Ltd

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Sapphire Financial Services Pty Ltd We provide a holistic approach to financial planning and consider all aspects of your life.

We are passionate to work with our clients to achieve the best outcome. Sapphire Financial Services offers a range of financial planning services. We emphasise a holistic approach to financial planning and consider all aspects of your life. We work with our clients on an ongoing basis as a Mentor / Wealth Manager, to keep you on track to meet their objectives and to manage the emotions of investing along the way. We are passionate about assisting clients through the financial planning journey providing them with knowledge and education along the way. I enjoy building new relationships with my clients and always willing to assist & support at any opportunity. I have over 24 years’ experience in the finance industry with my main areas of expertise being centered on Wealth Accumulators & Retirees including Centrelink needs & assistance. This also includes personal risk advice, investment advice, wealth creation, retirement strategies advice in self-managed superannuation funds, companies and family trusts. I am a CERTIFIED FINANCIAL PLANNER and also hold a Diploma of Financial Planning from Deakin University. I am also an appointed Commissioner for Declarations for the State of Queensland and have completed the Self-Managed Super Fund Accreditation course.

🏇 MELBOURNE CUP – OFFICE CLOSURE 🏆🥂It's Melbourne Cup Day! 🎉Bev is treating the Sapphire Financial Services team to a we...
02/11/2026

🏇 MELBOURNE CUP – OFFICE CLOSURE 🏆🥂

It's Melbourne Cup Day! 🎉

Bev is treating the Sapphire Financial Services team to a well-deserved afternoon off to celebrate Melbourne Cup in style! 🥂👗👒

Our office will be closed from 11:00am today, Tuesday 3rd November, and we'll be back on deck from 8:30am Wednesday 4th November.

🐎 Good luck to everyone having a little punt today! May the odds be in your favour! 🍀🏆

Happy Melbourne Cup Day from the SFS team! 💙

🎉🎂 Happy Birthday, Shannon! 🥳💐Wishing our wonderful Shannon a very Happy Birthday! 💕We hope you had an amazing day fille...
12/10/2026

🎉🎂 Happy Birthday, Shannon! 🥳💐

Wishing our wonderful Shannon a very Happy Birthday! 💕

We hope you had an amazing day filled with love, laughter and a little spoiling! 🥰

It was lovely celebrating with you over morning tea! 🧁☕🎈

From all of us at Sapphire Financial Services, we wish you another fabulous year ahead! 💙✨

17/09/2026

💛 R U OK? 💛

Today our team is jumping in on the R U OK? morning, taking a short break from the hustle and bustle to check in with each other over a cuppa and a muffin. ☕🧁

Sometimes a simple conversation can make a real difference.

At Sapphire Financial Services, our door is always open if you ever need someone to chat with, a friendly ear to listen, or simply a moment to connect. 💛

Today is a great reminder to check in on your family, friends and colleagues and ask those three important words…

R U OK?

You never know how much that conversation might mean to someone. 💛




💙👖 Jeans for Genes Day 2026 👖💙Yesterday, Thursday 6 August, Bev, Shannon and Sarah proudly swapped their usual office at...
07/08/2026

💙👖 Jeans for Genes Day 2026 👖💙

Yesterday, Thursday 6 August, Bev, Shannon and Sarah proudly swapped their usual office attire for their official 2026 Jeans for Genes supporter gear to help raise awareness and funds for this incredible cause.

As part of the day, we stepped away from our desks, enjoyed lunch together as a team, and made a donation to support the life-changing work funded through Jeans for Genes.

We're proud to support initiatives that make a real difference to Australian children and families affected by genetic diseases.

Every contribution counts, and we're grateful to play a small part in helping create a brighter future. 💙





🎉🎂 Happy Birthday, Jenny (Jennifer Giles)! 🎂🎉Today we are celebrating a very special member of our Sapphire family. As o...
30/07/2026

🎉🎂 Happy Birthday, Jenny (Jennifer Giles)! 🎂🎉

Today we are celebrating a very special member of our Sapphire family. As our longest-standing team member, Jenny has been an incredible part of our journey, and we are so grateful for everything she brings to our workplace.

Jenny, we absolutely love having you as part of our family. Your warmth, kindness, friendship, and unwavering support make every day brighter for everyone around you. We are incredibly lucky to work alongside you.

We wish you the happiest of birthdays and a year ahead filled with joy, laughter, good health, and all the wonderful things you deserve.

🎉💙 Happy Birthday, Jenny! We hope your day is as special as you are! 💙🎉

🎉💙 PJ Day at Sapphire Financial Services! 💙🎉What better way to spend a Friday than coming to work in your PJs while supp...
24/07/2026

🎉💙 PJ Day at Sapphire Financial Services! 💙🎉

What better way to spend a Friday than coming to work in your PJs while supporting a great cause!

Today our team swapped business attire for comfy pyjamas to take part in PJ Day, helping raise awareness and support for children in need. It's a fun reminder that even small acts can make a big difference.

We're proud to support such a worthwhile cause and love getting involved in initiatives that give back to our community.

A big thank you to our team for embracing the day and bringing plenty of smiles to the office! 💙🧸






15/07/2026

🏃‍♀️💙 What a fantastic morning at the 2026 Mackay Marina Run Corporate Challenge! 💙🏃‍♂️

A huge thank you to our incredible Sapphire Financial Services team and our amazing SFS supporters who joined us for the 5km Corporate Challenge. While most of us were there for the walk, we certainly had a few keen runners flying the SFS flag as well!

It was such a fun morning filled with plenty of laughs, great company, and a wonderful community atmosphere. Events like these are a great reminder of how lucky we are to be part of such a supportive local community.

A very special thank you to everyone who took the time to join our corporate teams. Your support means so much, and I genuinely appreciate every one of you. ❤️

And as for the boss... yes, Bev tackled the 10km Run! It certainly wasn't a record-breaking time, but it was all about getting out there, giving it a go, and crossing the finish line. The challenge has been set—I'll be back in 2027 to try and beat this year's time! 💪🏅

Thank you again to everyone who walked, ran, cheered, and supported us throughout the morning.

Here's to an even bigger and better Mackay Marina Run Corporate Challenge in 2027! 🎉





🎉 Happy 2-Year Work Anniversary, Sarah! 🎉Today we celebrate an incredible milestone as Sarah marks 2 years with Sapphire...
03/06/2026

🎉 Happy 2-Year Work Anniversary, Sarah! 🎉

Today we celebrate an incredible milestone as Sarah marks 2 years with Sapphire Financial Services! 💙

Over the past two years, Sarah has become a valued and much-loved member of our team. Her dedication, professionalism, positive attitude, and commitment to providing exceptional service to our clients make her an integral part of Sapphire Financial Services.

We are so grateful for everything you do, Sarah, and for the contribution you make to our business every day. Thank you for being such an important part of our Sapphire family.

Congratulations on your 2-year anniversary! We look forward to celebrating many more milestones with you in the years ahead. 🥂✨





🏃‍♀️🚶‍♂️ We are excited to be participating in the **2026 Mackay Marina Run Corporate Challenge** and can't wait to be p...
01/06/2026

🏃‍♀️🚶‍♂️ We are excited to be participating in the **2026 Mackay Marina Run Corporate Challenge** and can't wait to be part of another fantastic community event!

Looking back at this post from last year's event reminds us just how important it is to get involved in our local community and support events that bring people together. Community events like the Mackay Marina Run are a great opportunity to promote health and wellbeing, build connections, and have some fun along the way.

A special thank you to **Edna** Edelyn Jenkins for joining the Sapphire Financial Services team last year. We are incredibly grateful for the support of wonderful people like Edna who help make these events even more enjoyable and memorable.

Whether you're running, walking, or cheering from the sidelines, we encourage everyone to get involved and support this great local event.

We look forward to seeing everyone at the **2026 Mackay Marina Run Corporate Challenge**! 💙





🏃‍♀️💙🚶‍♂️

This one's for you TEAM LEADERS!

If you have team members yet to register for the North Queensland Bulk Ports Corporation Corporate Challenge NOW is the time for a not-so-subtle nudge.

💥 Tag them
💥 Phone them
💥 Text them
💥 DM them

Do whatever it takes and finish signing up your team and register for the shuttle here – https://bit.ly/MMR2026.

🌴 Sunday 7 June 2026 🌴
Register here – https://bit.ly/MMR2026
Shuttle bus info here - https://bit.ly/shuttle-bus-2026

✨ **Celebrating 13 Years of Sapphire Financial Services** ✨On Sunday 3rd May 2026, we proudly celebrated 13 incredible y...
05/05/2026

✨ **Celebrating 13 Years of Sapphire Financial Services** ✨

On Sunday 3rd May 2026, we proudly celebrated 13 incredible years in business 💙

What an amazing journey it has been. From humble beginnings to where we are today, we are so grateful for every step along the way. This milestone wouldn’t have been possible without the ongoing support of our wonderful clients, dedicated staff, trusted business partners, and our family & friends, who have been there through it all.

At the heart of everything we do is helping our clients achieve their goals, build financial confidence, and create the future they envision — and it’s a privilege we never take for granted.

To our amazing community, thank you for being part of our journey.

Here’s to the next 13+ years of growth, relationships, and continued success 🥂

— Sapphire Financial Services 💎

Address

13 Sydney Street
Mackay, QLD
4740

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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