TOPS Financial Planning Solutions

(07) 3871 1671 (07) 3367 3638 Get in touch

  • 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

    Client experience

  • 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

    Our clients

  • 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

    Wealth planning and accumulation

  • 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

    Investment planning

  • 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

    Lending and debt management services

  • 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

    Cashflow management

  • 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

    Portfolio structuring and tax management

  • 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

    SMSF’s and retirement planning

  • 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

    Risk insurance

  • 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

    Estate planning and administration

About us

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

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 1671
Contact us