Welcome to Boswell Financial Planning, where securing your financial future is our top priority. With a specialization in retirement planning, superannuation, and insurance strategies, we are dedicated to helping you achieve financial independence and peace of mind in your retirement years.
At our firm, we believe that each client is unique, with individual goals, concerns, and aspirations. Whether you're nearing retirement age, just starting to plan for the future, or seeking to make the most of your Centrelink entitlements, we offer personalised strategies tailored to your needs.
Our approach begins with an assessment of your current financial situation and future objectives. We take the time to understand your retirement dreams, whether it's travelling the world, pursuing hobbies, or simply enjoying a comfortable lifestyle with loved ones. By gaining insight into your priorities, we can develop a roadmap that aligns your investments, savings, and retirement plans with your long-term goals.
Navigating the complexities of Centrelink can be daunting, but we're here to simplify the process. We provide expert guidance on maximizing your entitlements and understanding how they fit into your overall financial strategy. Whether it's Age Pension eligibility, asset testing, or income assessment, we ensure you have the information and support needed to make informed decisions.
Our commitment extends beyond the initial planning stages. We offer ongoing monitoring and adjustments as needed to adapt to life changes, market fluctuations, and evolving regulations. Your financial independence is not just a goal; it's a journey we embark on together, ensuring you have the confidence and resources to enjoy a secure and fulfilling retirement.
With a reputation built on trust, integrity, and a passion for client success, Boswell Financial Planning is here to empower you every step of the way. Let us help you turn your retirement dreams into reality, so you can focus on what matters most.
Contact us today to schedule a consultation and take the first step toward a financially independent future.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe are happy to discuss alternative fee arrangements for clients looking for long-term advice strategies.
At a glance
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Adviser status
Silver
- First year providing advice 2005
- Years of experience 21
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
Boswell Financial Planning
2 Massachusetts CtVarsity Lakes, QLD 4227
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523