Advice Centre Hervey Bay

Call Directions Website Contact the business

Advice Centre Hervey Bay Accountants, Financial Planners and Lending Specialists based in Hervey Bay, Queensland.

06/10/2026

You can find me a little easier now. The MoneyQuest sign is up. Saves me standing outside waving.

My office is inside The Advice Centre at 65 Torquay Road Pialba Qld 4655, alongside the team at CLM Accountants.

I run MoneyQuest Fraser Coast as a separate business. CLM and I share a location and work closely together, so you’ve got lending, accounting and financial planning help under the one roof.

Home loans, business finance or buying a property through your SMSF? Pop in for a chat.

You get on with what you do. Leave the finance with me.

02/10/2026

If you have payment arrangements that are linked to your credit card - time to update. ATO has said they will be contacting directly customers affected by this but don't rely on that occurring - get in and change before you default.

Could contributing more to super help you save on tax while building your retirement savings? đź’­Making personal tax-deduc...
28/09/2026

Could contributing more to super help you save on tax while building your retirement savings? đź’­

Making personal tax-deductible contributions—or arranging salary sacrifice through your employer—may offer a tax-effective way to grow your super. However, contribution caps, eligibility requirements and important paperwork all need to be considered.

Our latest article explains how these strategies work, the potential benefits and the key things to understand before making a contribution.

Read more here:
đź”— https://www.advicecentre.com.au/super-strategies/

Everyone’s circumstances are different. Speak with the Advice Centre team to explore whether these super strategies could be suitable for you.

đź“ž Call Katrina on 07 4128 2066

🏠 Could selling your home help you grow your retirement savings?If you’re aged 55 or over, the downsizer contribution ru...
23/09/2026

🏠 Could selling your home help you grow your retirement savings?

If you’re aged 55 or over, the downsizer contribution rules may allow you to contribute up to $300,000 from the sale of an eligible home into superannuation—with couples potentially able to contribute up to $600,000 combined.

It can be a valuable opportunity, but eligibility requirements, contribution limits and timing rules apply.

Our latest article explains how downsizer contributions work and what you should consider before deciding whether this strategy is right for you.

Read more: https://www.advicecentre.com.au/upsize-your-retirement-savingswith-downsizer-contributions/

If you’re considering selling your home or looking for ways to strengthen your retirement savings, speak with the Advice Centre team about how the rules may apply to your circumstances.

đź“ž 07 4128 2066

Your super could be one of your biggest financial assets—but when did you last check whether it’s actually working hard ...
21/09/2026

Your super could be one of your biggest financial assets—but when did you last check whether it’s actually working hard enough for you? 💭

Investment performance, fees, contributions and insurance can all affect how much you have available when it’s time to retire. An annual review can help identify opportunities and ensure your super remains aligned with your goals, circumstances and future lifestyle.

Read the article to learn what you should consider when reviewing your super:
đź”— https://www.advicecentre.com.au/is-your-super-actually-working-hard-enough/

Not sure whether your super is on the right track? Speak with the Advice Centre team about your superannuation and retirement goals.

đź“ž 07 4128 2066

💭 You work hard for your money — but is your super working just as hard for you?For many Australians, superannuation is ...
16/09/2026

💭 You work hard for your money — but is your super working just as hard for you?

For many Australians, superannuation is one of their biggest assets, yet it can easily become something we simply set and forget.

But your super strategy shouldn’t necessarily stay the same throughout your working life.

From your investment strategy and fees to contributions, insurance and your longer-term retirement goals, there are several factors that can influence how effectively your super is working for your future.

Our latest article looks at some of the key areas worth reviewing — and why a regular super check-up could make a meaningful difference over the long term.

👉 Read the full article:
https://www.advicecentre.com.au/is-your-super-actually-working-hard-enough/

Not sure whether your super is on track for the retirement you’re working towards?

đź“ž Talk to the Advice Centre team on 07 4128 2066 and start the conversation about your superannuation and retirement goals.

đź’ł How much are your forgotten subscriptions really costing you?Streaming services, apps, software, cloud storage and mem...
13/09/2026

đź’ł How much are your forgotten subscriptions really costing you?

Streaming services, apps, software, cloud storage and memberships can seem like small monthly expenses — but when you add them all together, the cost can be surprising.

A $15 monthly subscription is $180 a year. Have five subscriptions you barely use and suddenly you could be spending close to $1,000 each year.

And it’s not just households. For businesses, unused software licences, duplicated services and forgotten subscriptions can quietly add thousands of dollars to annual expenses.

A simple subscription audit could be one of the easiest ways to improve your cash flow and redirect money towards the things that matter.

Our latest article looks at the hidden cost of forgotten subscriptions and some simple steps to take back control of those recurring expenses.

👉 Read the full article:
https://www.advicecentre.com.au/the-hidden-cost-of-forgotten-subscriptions/

If you’d like to take a closer look at your finances and make sure your money is working towards your goals, talk to the team at Advice Centre.

đź“ž 07 4128 2066

Today is a very special and emotional day for the Advice Centre team as we farewell Shayle Schirmer after an incredible ...
10/09/2026

Today is a very special and emotional day for the Advice Centre team as we farewell Shayle Schirmer after an incredible 13 years with us.

Over those 13 years, Shayle has been so much more than a valued accountant and colleague. She has been a huge part of the growth of Advice Centre, helping us build the wonderful team and culture we are so proud of today.

When someone has been part of your workplace for that long, they become part of the family — and Shayle will always be part of our Advice Centre family.

We are incredibly grateful for the dedication, knowledge, friendship and care she has brought to our team and our clients over the years. There have been countless memories and milestones along the way, and Shayle has certainly left her mark on Advice Centre.

While we are excited for Shayle and the next chapter ahead, today is also bittersweet. We are extremely sad to see her go and know she will be greatly missed by everyone here.

Thank you, Shayle, for an amazing 13 years and for everything you have given to Advice Centre.

From your entire Advice Centre family, we wish you nothing but happiness and success in your next adventure. ❤️

💡 Medicare Levy vs Medicare Levy Surcharge – do you know the difference?They sound similar, but they’re not the same thi...
07/09/2026

💡 Medicare Levy vs Medicare Levy Surcharge – do you know the difference?

They sound similar, but they’re not the same thing — and understanding the difference can help you make better sense of your tax obligations.

While the Medicare Levy helps fund Australia’s public healthcare system, the Medicare Levy Surcharge is an additional tax that may apply to higher-income earners who don’t have an appropriate level of private hospital cover.

So, who pays what? And could the surcharge apply to you?

Our latest article breaks down the differences and explains what you need to know.

👉 Read more: https://www.advicecentre.com.au/medicare-levy-vs-medicare-levy-surcharge-whats-the-difference/

If you’re unsure how the Medicare Levy or Medicare Levy Surcharge applies to your circumstances, speak with the team at Advice Centre.

đź“ž 07 4128 2066

Address

65 Torquay Road
Hervey Bay, QLD
4655

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1:30pm

Telephone

+61741282066

Website

Alerts

Be the first to know and let us send you an email when Advice Centre Hervey Bay posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Advice Centre Hervey Bay:

Shortcuts

Share

Category