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Opal Advice

Opal Advice

Financial Planning Toowoomba

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07 4659 4688

07 4659 4688

  • Home
  • About Us
    • Our Team
    • Testimonials
  • Services
  • News
  • Contact
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We have moved to

28-32 Neil Street,
Toowoomba

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Retirement
Planning

You can’t start planning too soon.

BOOK A FREE* CONSULTATION
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Put your money to work

Investing is complex. Talk to us for a plan tailored to your needs and risk profile.

BOOK A FREE* CONSULTATION
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trusted financial
advice

Book your free initial consultation today and get
your money working for you.

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We have moved to 28-32 Neil Street Toowoomba

Our Services

SMSF & Superannuation

We all desire to have a rich and rewarding retirement. This outcome is only achieved through a long- term plan…

Investing

We have access to sound and current investment research which combined with our considerable experience…

Personal Insurance

Whilst personal insurance can be a confronting subject, it is a vital part of risk management and planning…

Business succession

Is there a plan in place to protect the value you have created in your business?…

tax
planning

Many financial and succession strategies have tax implications and it is important to factor these…

Retirement planning

Retirement planning is the cornerstone of any long- range financial plan.

estate
planning

Estate planning is the process of arranging for the management or disposal of a person’s estate…

Cashflow management

This process ensures that the outcomes achieved from a financial plan…

View all services

Our People

Matt Long

Director & Financial Adviser

Matt has held a licence to provide financial advice since 2005 and enjoys impacting…

Darren Morris

Director & Financial Adviser

Darren has been providing holistic financial planning advice since 2007 and joined…

Teresa Robertson

Client Services Manager

Teresa is our Client Relationship Manager and ensures that the client experience…

View our people

Testimonials

I have been a client of Matt Long since 2016. In that time I have found him to be very knowledgeable and very approachable and easy to talk to. He takes the time to explain things in simple, easy to understand terms. Opal Advice is big enough to share ideas with the team, but small
…

I have been a client of Matt Long since 2016. In that time I have found him to be very knowledgeable and very approachable and easy to talk to. He takes the time to explain things in simple, easy to understand terms. Opal Advice is big enough to share ideas with the team, but small enough where he can take the time to keep an eye on individual portfolios. I am actually amazed, and am made to feel special. If I have any questions, a quick email is all I need, and he responds promptly. It is also nice to be able to pick up the phone and talk to him if need be. I am treated as a real person, with respect, and am not just seen as a number. No call centres here, just real local people. Matt is the old school providing real old fashioned service who understands all my needs and long term goals. I have no hesitation in recommending Matt and the local team at Opal Advice here in Toowoomba.

Read more “Col M”

Col M
Middle Ridge Toowoomba
Darren has been our financial adviser since 2016. During that time, we have been able to enjoy our retirement rather than worry about money. We have found him to be professional and accessible and he carefully considers our lifestyle goals and what we want to achieve. We enjoy our overseas travel (pre-Covid!), caravanning trips and
…

Darren has been our financial adviser since 2016. During that time, we have been able to enjoy our retirement rather than worry about money.
We have found him to be professional and accessible and he carefully considers our lifestyle goals and what we want to achieve. We enjoy our overseas travel (pre-Covid!), caravanning trips and everyday lifestyle, confident in the knowledge that there is a plan in the background without us having to waste too much time thinking about it.
He has always taken the time to explain things to us in simple language which has allowed us to be in control of our money, rather than our money controlling us.
I would not hesitate in recommending Darren for anyone who is unsure about how they are travelling as they lead up to retirement or have already retired.

Read more “Jacqui and Rob Payne”

Jacqui and Rob Payne
Thank you so much for making my trauma claim so effortless. I took out the policy more than 10 years ago I never expected that we would ever need to make a claim. When I was diagnosed with Invasive Breast Cancer at 37 I knew the policies I had in place would give us financial
…

Thank you so much for making my trauma claim so effortless. I took out the policy more than 10 years ago I never expected that we would ever need to make a claim.
When I was diagnosed with Invasive Breast Cancer at 37 I knew the policies I had in place would give us financial piece of mind during and after treatment.
The process of claiming was far less stressful than I thought it would be. And we had an out come far sooner than we anticipated and to our surprise our settlement was much higher than we expected.
To top it all off my treatment has been successful and this insurance policy has made a significant impact on our financial security so now the pressure is off and we can spend more time doing things that truly matter with our family. Now my dream of retiring with my husband when I’m in my 50’s is a real possibility.
Thank you again!

Read more “Cath”

Cath

Matt has looked after our SMSF Investment needs for over 10 years now, we have found his proactive advice most beneficial for our portfolio throughout the years and I would have no hesitation in recommending Matt as a trusted adviser.

Kerry Betros
Betros Brothers
Read all our testimonials

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Contact

28-32 Neil Street,
Toowoomba QLD 4350

07 4659 4688

admin@opaladvice.com.au

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Matt Long is a Sub-Authorised Representative No 1003311 of Opal Advice Pty Ltd, Corporate Authorised Representative No 1304390 of Professional Investment Services Pty Ltd, AFSL 234951, ABN 11 074 608 558.

Darren Morris is a Sub-Authorised Representative No 398508 of Opal Advice Pty Ltd, Corporate Authorised Representative No 1304390 of professional Investment Services Pty Ltd, AFSL 234951, ABN 11 074 608 558

This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision.  You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

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