Your Local Financial Planner in Emerald

Navigate Wealth Management with Confidence

Are your finances structured to support your long-term goals? Do you have a strategy in place to grow and protect your wealth? Peter Maundrell & Company contracts the financial specialists at CQ Finance Services Pty Ltd to provide tailored advice, helping individuals and businesses plan for a secure financial future. Whether you’re managing investments, superannuation, or long-term savings, working with a financial planner in Emerald ensures your financial decisions align with your goals.


CQ Finance Services incorporates Politis Investment Strategies, offering structured financial planning that covers wealth management, investment strategies, and risk assessment. Planning for the future isn’t just about saving—it’s about making informed decisions that optimise financial stability. Superannuation, asset protection, and strategic investments all play a role in building financial security, and having a structured plan helps navigate these areas effectively.


Taking control of your finances today can help shape your future. Contact us on (07) 4987 7757 to arrange a wealth review and discuss financial planning strategies that fit your needs.

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Personalised Wealth Strategies

We help tailor financial plans to suit your personal and business goals, ensuring your finances align with your future plans.

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Investment Planning & Risk Management

We help structure investment strategies while considering risk tolerance, market conditions, and long-term financial security.

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Superannuation & Retirement Planning

We assist in structuring your superannuation and retirement savings, helping you make informed decisions about contributions and withdrawals.

Frequently Asked Questions

  • How do I know if I need a financial planner?

    A financial planner can be helpful if you need guidance on managing savings, investments, superannuation, or long-term financial goals. If budgeting, tax planning, or retirement strategies feel overwhelming, professional advice can provide structure and clarity. A planner helps navigate financial decisions, ensuring they align with your lifestyle and future plans while considering tax efficiency and investment opportunities.

  • What are the benefits of regular financial reviews?

    Regular financial reviews help track progress, adjust strategies, and ensure financial goals remain achievable. Markets, tax laws, and personal circumstances change over time, so reviewing investments, superannuation, and savings keeps financial plans relevant. Identifying risks, adjusting budgets, and reassessing retirement plans help maintain financial stability while maximising opportunities for growth. Staying proactive prevents unexpected financial setbacks and keeps plans aligned with changing priorities.

  • How does superannuation fit into an overall financial plan?

    Superannuation plays a key role in long-term financial security, providing income for retirement. It complements other investments and savings strategies by offering tax benefits and compounding growth over time. Contribution strategies, fund selection, and withdrawal planning impact overall wealth management. Including superannuation in a financial plan ensures a structured approach to retirement while balancing short-term financial needs and long-term stability.

What Our Financial Planners Assist With

Planning your financial future involves making informed decisions about investments, superannuation, and risk management. Our financial planners provides guidance across a range of financial areas to help structure your wealth and secure long-term financial stability.


  1. Self-Managed Superannuation Funds (SMSFs): Assisting with SMSF setup, compliance, and investment strategies tailored to retirement goals.
  2. Property Investment Planning: Evaluating property investment opportunities and structuring finance to align with financial objectives.
  3. Managed Investment Strategies: Selecting and managing diversified investment portfolios that suit risk tolerance and long-term financial plans.
  4. Share Market Investments: Providing insights on share selection, portfolio diversification, and market trends to support wealth growth.
  5. Insurance & Risk Protection: Reviewing and structuring personal and business insurance policies to safeguard financial stability.


If you need a financial planner in Emerald or the surrounding regions, don't hesitate to contact us today. We also service Clermont, Springsure and the wider Central Highlands region.

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