Quest Advisory Group

Quest Advisory Group is a privately owned financial planning firm based in Leederville. Advisers including Daniel Gerson, Clay Bland, Andrew Di Carlo and Bill Hackett work with families, professionals and clients considering retirement or self-managed superannuation.

The firm describes a four-stage advice process: an initial one-to-one conversation, development of strategy options, an informed decision and implementation. The first meeting explores lifestyle objectives and the current budget before possible solutions are narrowed down and paperwork is organised.

Financial planning connects income, spending, liabilities and family responsibilities to goals with different time frames. The distinction between accessible reserves and money intended for future milestones provides a basis for later investment choices. Investment advice considers the purpose of capital, liquidity, cost and tolerance for volatility before selecting holdings. Individual investments are evaluated for the part they play in a broader financial strategy. Retirement planning considers both the transition out of employment and how savings will be used afterwards.

Investment and retirement advice sits alongside superannuation, SMSF support, protection and estate planning. For SMSF clients, this includes understanding trustee obligations and coordinating with accountants or legal professionals when required.