Brisbane Financial Planners

Are you looking for a financial planner in Brisbane? Chances are you know of a few nearby - but you're unsure if choosing them would be the right choice. After all, your financial future is something that you really want to get right. We completely understand, and that is why we made this website. We have done a bit of research on each of the financial planners in Brisbane, to give you a summary on their firm and the services, packages and investment options they offer. Some of the companies listed below will suit you more than others, so we recommend you take the time to view each profile and learn more about the different advisers you have to choose from. While most people are looking for either wealth management, or wealth accumulation - there are also companies that specialise in superannuation and retirement planning.

Financial Planners Brisbane North

There are many financial planners on the Brisbane Northside, with a number located in suburbs such as North Lakes, Stafford, Redcliffe and Chermside. Companies located in this area understand that many of their clients are spend all week hard at work and have little time for researching and managing their wealth. With flexible investment options, some of the larger names in financial planning have packages that fit this clientele perfectly. If you're looking for something a little more tailored, choosing a boutique investment company may be a good way to go.

Financial Planners Brisbane South

Some of the biggest brands in financial advice have offices located on the southside of Brisbane. These offices service clients from all over south-east Queensland, however by having a core focus area, they are better able to tailor the investment solutions they offer their clients. Traditional investment options such as shares, bonds, annuities and property are always available, but local investment opportunities such as new developments on the south-side may offer promising returns in the short to medium term. It is these opportunities that an advisor located south of Brisbane may be able to offer.

Why use Local Financial Planners in Brisbane?

One of the best ways to begin your search for a financial planner is to use a comprehensive directory of advisors such as this. We do the research for you. We take a look into the services that each of the different companies offer, their fees and charges (where possible) and of course we take a look at what the public have to say about them, by reading reviews and keeping an eye on social media. Why do we do it? We know that finding the perfect financial planner is a difficult thing to do. With so many companies offering their services to you, some so similar, others left-field, how do you know which one is right for you? The first thing you need to do is look at these advisors as a mentor or coach. Their role is to create a plan for you. They then guide and support you, ensuring you stick to the plan. This plan is designed to help you meet your goals. Irrespective of how successful, motivated or driven we are, we all need someone to be accountable to. Someone that will push us to focus on our goals and learn how to obtain what it is we truly desire financially. You need to feel comfortable with this person. They need to demonstrate to you their ability to help you achieve your goals. But a great way to start is by taking a look at the advisors that are close by and having a face-to-face meeting with them about your needs.
If you haven't got a mentor, here are a couple of questions to help you get started in your search.

  • What do you want out of life financially? You need to know where you want to be in the future.
  • Which financial advisors are located nearby? Proximity makes it easier to meet and discuss your plan.
  • When do you want to take action? Financial situation should never be an obstacle.

Sure, some of these questions are quite bold. But take some time to consider each of them at least for a couple of minutes. Having a bit of an idea of where want to be will make the first meet with your financial planners more productive, and it will set you on the right path.

I want to change my Financial Planner

Ouch, it sounds like you may have had a negative experience with your present adviser. It's okay to change to a different adviser. But we would recommend you take some time to look at what is is that you didn't like about the service (or lack of) that you received from your adviser. Was there a communication issue? Was there a lack of capital growth or yield? By understanding what it was that you did not like, you will find it easier to source a better equipped financial planner for your future needs. Always be cautious of advisers that make outlandish claims about potential profits. Keep it realistic and listen to your inner voice. If it sounds too good to be true, it probably is. Don't stress about your current situation, use that energy to focus on change for the future. A review of your current investment strategy by another professional is a top way to find out what you can do to improve and which investment strategy will suit you best for the immediate future. There is no harm in getting second opinions from another firm in Brisbane. We should also note that people often choose to change their planner after relocating, because face-to-face meetings about your situation are invaluable and should be performed every six months at a minimum.

My planner lacks consistency

This is a very common complaint. Why does this happen? The most common cause of this issue is that clients are placed into simple categories. High-risk, medium-risk and low-risk. The very moment that there is a change in strategy, all clients in that category will be encouraged to follow the new strategy. This can be confusing, confronting and troublesome clients. This is why you should choose an adviser that has a reputation for consistency. Ask a couple of Brisbane advisers how they manage the strategies of their clients. Is there ongoing review on a personal level, or are you placed in a client category. The more boutique and tailored the strategy is to you, the higher the chances of you achieving what it is you truly desire from your financial life.

I am neglected by my adviser

This is another vey common issue that surfaces. The financial planner signs you up, gets the capital and arranges any necessary loans, then you never hear from them. It is unfortunate that this happens. But there are ways to ensure that you don't fall victim again. Start by making a list of the advisers you would consider engaging. Then, begin trawling review websites and other review sources to find out what past and present clients of that financial planner have experienced. Communication is very important, and people will often mention this if it was substandard. Finally, speak with each of the advisers on your list. Get an understanding of the type of person they are, and don't be afraid to ask them how often you can expect to hear from them.
We have found 8 items matching your search.
Shadforth Financial Planning

Shadforth Financial Planning

  • 1,866 user views 0 reviews
  • 240 Queen St, Brisbane QLD 4000, Australia

Shadforth Financial Group   How confident would you feel if one of Australia’s best financial and business advisory firms took charge of all your business aspirati...

Aspire Retire

Aspire Retire

  • 2,472 user views 0 reviews
  • 167 Logan Road, Woolloongabba QLD 4102, Australia

Aspire Retire is a financial planning firm specialising in Retirement Planning. They have offices in Brisbane, Sydney and Perth. Learn more about Aspire Retire and their financial advisers....


Dolfinwise Financial Advice

  • 1,351 user views 0 reviews
  • 101 Wickham Terrace, Brisbane QLD 4000, Australia

Dolfinwise Financial Planning in Brisbane is a well known firm committed to the highest standards in financial advice, superannuation, insurance and estate planning....

Templetons Financial Strategies

Templetons Financial Strategies

  • 1,396 user views 0 reviews
  • 100 Edward Street, Brisbane QLD 4000, Australia

Templetons Financial Strategies are located in Brisbane. With clients from the Sunshine Coast to the Gold Coast. They can help you on every step of your financial journey. Their skilled advisers are t...

My Wealth Solutions

My Wealth Solutions

  • 2,020 user views 0 reviews
  • 54 Doggett Street, Newstead QLD 4006, Australia

My Wealth Solutions is a boutique financial planning firm in Brisbane, servicing the greater Brisbane region. Professional, established and reputable. Learn more about My Wealth Solutions....


Ellerfield Financial Planning

  • 1,424 user views 0 reviews

Ellerfield Financial Planning offer services in Brisbane, Mt Isa, on the Sunshine Coast and the Gold Coast. Find out more about there services and how they may be able to help you and your family....



  • 1,569 user views 0 reviews
  • 316 Adelaide Street, Brisbane QLD 4000, Australia

Tupicoffs Financial Planning Tupicoffs would have to be one of Brisbane's largest financial planning firms. With a suite of skilled and dedicated advisers, a strong team mentality and access...

AMP Financial Planning

AMP Financial Planning

  • 1,750 user views 0 reviews
  • Australia

AMP would have to be Australia's best known financial planning and services company. Servicing Melbourne, Sydney, Brisbane and Perth....

Find the best financial planner for you. Click Here
Find the best financial planner for you. Click Here