Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Advice Logic QLD we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Your local financial partners
Cassie has over 20 years experience in the Financial Services Industry. Over this time she has held various roles within the banking and finance sector. Cassie founded Advice Logic in 2019 in order to allow a more personalized service and a holistic approach to financial planning.
Cassie provides advice to a diverse range of clients requiring assistance in areas such as wealth creation, pre-retirement and retirement planning, estate planning and risk protection. Cassie has a hands on and personal approach which allows her a real insight into the client’s situation and the ability to offer solutions that work for clients to make a real difference.
As a financial adviser Cassie focuses on helping clients effectively manage, grow and protect their wealth. Cassie has a proven track record of building long-term partnerships with industry knowledge and a proactive and straightforward approach so her clients can make a clear, informed decision with confidence. Cassie’s commitment extends to both Ongoing Service clients as well as assisting new clients to achieve financial security.
Prepare for tomorrow, make the most of today.
Insights
Super contributions
If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking…
Weighing up the Age Pension and the assets test
Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…