At Tony O’Leary Planning Solutions Pty Ltd (TOPS) we achieve results by partnering with you in order to give you the knowledge and opportunities you ... Read more
-
Client experience
When you engage the services of TOPS, you’re dealing with a team that is completely committed to providing you with professional and expert advice and ... Read more
-
Our clients
Investors approaching retirement Today, Australians are living longer and staying more active in retirement than ever before. As a result, our financial needs ... Read more
-
Wealth planning and accumulation
Everyone is different; so you deserve a financial plan which is tailor made to suit you. We recommend a range of wealth creation strategies for our clients; ... Read more
-
Investment planning
For you to create your dreams of the future, it is essential that you have an organised business plan which focuses on your goals and personal situation. Our ... Read more
-
Lending and debt management services
An established strategy for increasing your wealth potential and having access to investment opportunities sooner is known as gearing. To avoid risk, it is ... Read more
-
Cashflow management
Typically, as your financial situation improves it also becomes more complicated, and it can be harder and harder to manage cash flow and keep track of your ... Read more
-
Portfolio structuring and tax management
The impact on your long-term wealth can be dramatically affected by the structure you choose for any investments that you have. If you make the right choice you ... Read more
-
SMSF’s and retirement planning
Retirement seems like it’s so far away but before you know it, while you’re out there living your life it is approaching fast. As Australians are now living ... Read more
-
Risk insurance
The ultimate goal is for your wealth to increase but as this happens it then becomes extremely important to protect that income and those assets that maintain ... Read more
-
Estate planning and administration
You’ve worked hard throughout your career, grown your assets and now you’re looking to retire and get your estate in order for your family to ensure they have a ... Read more
How we work with you
Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. ... Read more
Our specialisations
Wealth planning and accumulation: What do you aspire to in life? Whatever your objectives, a personalised wealth plan can help you reach them sooner, ... Read more
Talk to us today about your needs
We provide financial planning services to clients and their families just like you that want a professional, holistic approach.
(07) 3871 1671Will these super changes affect you?
As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rule changes that have recently happened or are ... Read more
5 common SMSF mistakes and how to avoid them
By Graeme Colley AMP Capital Graeme Colley shares five more common mistakes SMSFs make and how to avoid them. Separating contributions and ... Read more
The Aussie economy in 2019; it’s not boom but it’s not doom either
Dr Shane Oliver Head of Investment Strategy and Economics and Chief Economist, AMP Capital Investors might be confused about the mixed news coming ... Read more