Financial advice on the Sunshine Coast.
Life’s complicated, so we aim to keep our advice simple.
Life is about constant change, so over time both your personal and financial goals are going to change and evolve. Whether you’re just starting out, or you’re already into your retirement years, each life stage requires you to focus on different financial goals – as you adjust to changing expectations and future needs.
At Viewon Financial Advisory, we are very familiar with the important changes and challenges that occur as life moves forward and we have the experience necessary to create individual strategies to address them. We believe that there are four key areas to focus on for financial stability and a worry-free future. However, wherever you are in life, the most common question is: “Have I got enough for retirement?” The first step toward clarity is recognising the stage of life you’re navigating.
Our Four Pillars Framework
Our proprietary approach views your financial position through four key concepts; the Four Pillars Framework. As your circumstances evolve, some pillars may take greater priority than others, but each plays an essential role.
Our deep understanding of every client’s individual situation ensures all four pillars are considered and aligned, so your personal goals and objectives are clearly defined and confidently supported.
Our Team
Michael Rowland
Leonie McKain
David Jarman
Greg MacQueen
Jess
See What Our Clients Say
We’re proud of the relationships we build with our clients.
Visit our adviser profile to read genuine reviews and see how others have experienced our financial advice.
“Leonie is an extremely professional financial adviser. Her knowledge and skills are of an extremely high standard, and she is able to communicate clearly and effectively with her clients.
Leonie takes the time to engage with her clients so that she understands their needs and wishes and then provides expert advice on how best to support and achieve these goals.
My husband and myself feel extremely lucky to have had Leonie recommended to us over 6 years ago. In this time, she has helped us to achieve financial stability and continues to provide guidance with achieving both our long term and short-term goals.
Thank you, Leonie — we look forward to you managing and guiding our financial journey in the years ahead.”
“I was with Q-Super for many years and never kept track of my Super. I wasn’t happy with the performance and Q-Super lacked quality customer service. I spoke to my father-in-law with regards to who was managing his superannuation as he was happy with his financial planner and he gave me Leonie’s contact details. I contacted Leonie and had a lengthy discussion on what my circumstances were and what my goals were for retirement. When Leonie asked the question on my goals I realised I never had a goal. She was wonderful and together we set up a plan to achieve an outcome in the future. I decided to pull the trigger and moved my Q-Super across to be managed by Leonie and wow I am impressed with the performance compared to how my Q-Super was tracking. I now have goals and get regular calls from Leonie asking if I have any questions. The customer service from Leonie is amazing and if I make a call to ask a question she is always happy to take my call and explains it in simple terms as I lack the knowledge of some of the financial lingo. Apology for the long review. In short, I am extremely happy with the performance and attention to customer service from Leonie. I recommend Leonie to anyone who asks about my Superannuation.”
Financial Insights & Tools
Financial Calculators
Understand your current net cashflow position and see how compound interest can work for you over time. Free tools, no need to share details.
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