Opal Advice | Financial Planning Toowoomba is a reputable financial planning firm dedicated to providing trusted advice and practical steps to help clients achieve their financial goals. With a team of experienced professionals led by Directors Tim and Jeff, who have over 35 years of industry experience, Opal offers a comprehensive range of services including strategic financial planning, retirement planning, investment portfolio management, risk mitigation advice, and estate planning.
The philosophy at Opal revolves around making the client’s future the core focus of their business. Tim and Jeff, along with their team of Associate and Senior Financial Advisors, work closely with clients to develop tailored financial strategies that align with their individual needs and aspirations. Darren, a Certified Financial Planner, specializes in providing holistic financial planning advice to successful business owners, professionals, and retirees, ensuring a high level of expertise and personalized service.
Client satisfaction is paramount at Opal, with Teresa, the Client Services Manager, ensuring a world-class client experience. With a commitment to excellence and a track record of community involvement, Opal Advice | Financial Planning Toowoomba stands out as a trusted partner in helping clients take ownership of their financial future. Contact Opal today for a free 2-hour initial consultation and follow along on social media to stay updated on financial insights and industry news.