Power2’s Financial Planning team in Mackay is led by Derek Fitzgerald. Over the last few years Derek has twice been selected as one of the top 50 financial advisers in Australian by Australian Financial Review Smart Investor magazine after taking part in their annual Master Class exam.

Derek has completed studies at Deakin University to become a Certified Financial Planner and is a Life Risk Specialist through the Australian Financial Planning Association. He also holds a Bachelor of Psychology from James Cook University and a Diploma in Personal Financial Planning from the University of Southern Queensland. Derek is also one of the Partners of the business.

Our Financial Planning Services encompass:

Retirement planning including:

  • Salary sacrifice
  • Account Based Pensions
  • Transition to retirement income streams
  • Centrelink and Social Security Planning
  • Self Managed Superannuation

Wealth accumulation including:

  • Borrowing to invest
  • Regular savings plans
  • Redundancy planning
  • Investment advice (including property)

Life insurances (inside & outside super) including:

  • Life cover
  • Total and Permanent Disability cover
  • Income protection
  • Trauma cover

Estate planning advice including:

  • Wills
  • Enduring Powers of Attorney
  • Disability and Testamentary Trusts