In 2005 Jason and Kim Holder brought to an end their long and successful careers in banking to take on a new challenge and establish their own Financial Planning business focussing on the needs of clients in North Queensland. Jason and Kim believed that clients were looking for a new approach to financial advice with a focus on making their clients feel as comfortable as possible.Jason and Kim want to make sure that their clients feel…
Welcome to NQ Financial Solutions
NQ Financial Solutions is a small, family owned and operated Financial Planning business specialising in 3 key areas:
- Protecting yourself and your family: Through Life Insurance , TPD, trauma cover, income protection and cover for your children
- Growing your wealth: Through Superannuation and Managed Investment Funds
- Enjoying your retirement: Through retirement investments and Centrelink advice
- Comfortable in the knowledge that themselves and their families are protected against the unexpected
- That their savings and investments are tailored for their individual needs and requirements
- That they can enjoy a stress free retirement and receive assistance in dealing with centrelink payments & enquiries
- Enjoy a hassle free environment in which they can openly ask questions (we even come to your home or workplace by appointment if you prefer!)
- That their adviser is happy and willing to work in conjunction with other professionals including accountants and solicitors to make sure the advice provided compliments your existing arrangements
NQ Financial Solutions Awards
2007 Suncorp Commercial Customer Sales & Service Corporate Agents Rookie of the Year 2012 Suncorp Agencies Professional Standards Award 2013 Suncorp Agencies Ross Roberts Memorial Award
Meet Our Team
Jason Holder
Jason began his career in financial services with the banking industry in 1985 with the Commonwealth Bank. After progressing to Assistant Manager, he transitioned into financial planning in 1999. He completed the Advanced Diploma of Financial Services (Financial Planning) in 2003 and subsequently joined Suncorp-Metway as a salaried Financial Planner.
In 2005, Jason and his wife, Kim, established their own financial planning practice, NQ Financial Solutions. Jason holds a Master of Financial Planning and brings extensive industry experience to his role.
Personal Insights
- What do you enjoy most about being a financial planner?
Jason enjoys helping people make informed financial decisions and values the opportunity to make a meaningful difference to the quality of their lives. - What is your best investment tip?
Jason believes one of the most effective financial habits is to prepare and maintain a household budget. By understanding spending patterns, individuals and families can often identify opportunities to save more and manage their finances with greater confidence. - What is important to you?
Jason places strong importance on family, his clients, and maintaining good health. - What do you enjoy doing away from NQ Financial Solutions?
Outside of work, Jason enjoys spending time with family, playing the occasional game of golf with friends, kayaking, stand-up paddleboarding, and cycling.
Kim Holder
Kim commenced her career in financial services in 1991 with the Commonwealth Bank. Since then, she has gained extensive experience across personal and commercial lending, branch management and business banking, working with organisations including Bank of Queensland, Defence Force Credit Union and Suncorp Business Banking. In 2005, Kim and Jason established their own financial planning practice, NQ Financial Solutions. Kim’s role within the business has evolved over the years and today includes business bookkeeping, client liaison, administration of the ongoing client review program, and assisting Jason with the preparation of ongoing service agreements, annual renewal documentation, financial plans and advice documents.
Personal Insights
- What do you enjoy most about working in the financial planning industry?Kim greatly value the strong relationships and lasting friendships we have developed with our clients, many of whom have been with us since we established the business in 2005.
- What is your best tip for personal insurance?Do not underestimate the importance of appropriate insurance protection. Ensuring you and your family are protected against life’s unexpected events should be a key priority. Take the time to carefully consider your options and seek specialist advice to ensure your cover is suitable for your needs. You can also refer to our Insurance Guides under the fact sheets tab for further information and tips.
- How do you spend your time away from NQ Financial Solutions?Outside of NQ Financial Solutions, Kim enjoys spending quality time with her family and staying active whenever possible. Her interests include kayaking, stand-up paddle boarding, cycling, walking and jogging.
Support staff are not authorised to provide personal financial advice under the Personal Financial Services Limited Australian Financial Services Licence.