Alex Holmes

RI Toowoomba Pty Ltd

Bronze

2 Yrs Experience

South Toowoomba, QLD 4350

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Alex developed his sense of hard work and customer orientation whilst pursuing a career in hospitality that spanned more than a decade. Alex had reached a point in hospitality where he needed a new challenge whilst still being able to help people; and so found the Financial Services industry.

Alex prides himself on clear communication and understanding. Having worked with clients from all walks of life and differing technical requirements, he provides most value to:

Pre-retirees with low or no personal debt. 50-65 y/o seeking to maximize wealth strategies prior to retirement.
Those with cash heavy holdings.
May receive inheritance, redundancy or sell an investment property.
Seek to limit CGT from property or business sale.
Unsure when they can retire.
Wish to increase future Centrelink benefits and reduce tax implications for beneficiaries via estate planning.

and:

Young accumulators that own their home (PPR) earning $220k+ combined with surplus income to allow investment (>$1k/m for investment).
They are not sure of the best path forward and are wanting a long term relationship and sound board for ideas.
Need a solid plan B via insurance and estate planning.

Alex has excelled in developing and maintaining new relationships and providing meaningful results for clients and primarily services the Sunshine Coast, Brisbane and North Queensland surrounding areas.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Complex Investments
Tax Strategies
Growing Assets

5.00 December 2024

Alex does a really helpful job. l do not have to worry if Alex is helping me.

5.00 June 2024

I have known Alex for several years now, he has always shown passion for his work and focus on his client's needs. I have recommended Alex to several friends, family and colleagues.

5.00 June 2024

Alex gives friendly advice to secure our future retirement. He explains the strategies to provide for our future in an understandable way. He is always willing to lead us through the steps to achieve our goals and all with a friendly guiding hand.

5.00 May 2024

Alex proved invaluable in assisting with our financial planning needs for several reasons. Firstly, his communication skills were exceptional, ensuring that complex financial concepts were explained clearly and comprehensively. This helped us understand our options and make informed decisions.

Secondly, Alex's depth of knowledge in financial matters was evident throughout our interactions. He demonstrated a thorough understanding of various financial strategies and products, which instilled confidence in his recommendations.

Most importantly, Alex provided tailored advice that precisely addressed our needs and goals. Rather than offering generic solutions, he took the time to assess our situation and offer personalised guidance, ensuring that we were on the right path toward financial security.

5.00 March 2024

My wife and I saw Alex Holmes in a bid to help secure our and our new young sons future. Alex helped us to create a plan which gave us an insight into our future by simply making some changes and setting things up. We are very satisfied with the outcome.

He is very professional, experienced and upfront about every detail. We would not hesitate to recommend him to anyone.