If you’re like the millions of Australians who aspire to financial freedom, then you’ve probably been advised to work with a financial planner or wealth manager at some point. These professionals or companies guide you in retirement planning, investment, wealth management, superannuation, etc.
Working with a financial planner has many benefits. For one, you get access to a team of people who know the ins and outs of wealth multiplication. They have the network, knowledge, and experience necessary to get you on your path to financial security and success. But the burning question is this— where do I find the best financial planners near me?
What Does a Financial Planner Do?
A financial planner is a person or company that provides comprehensive guidance to help individuals and businesses achieve their financial goals. They act as advisers to help you grow your wealth and protect it from life’s uncertainties. Some of their services include:
- Assessment – Evaluating your current financial situation, including income, expenses, savings, investments, and debts.
- Goal Setting – Helping you define short-term and long-term financial goals, such as buying a home, retirement planning, or funding education.
- Strategy Development – Creating a personalised financial plan outlining strategies to achieve your goals. This may include investment recommendations, tax planning, budgeting, and risk management.
- Implementation – Assisting with the execution of the financial plan by recommending specific financial products and services.
- Monitoring and Review – Financial planners regularly review and adjust your financial plan to align them with your goals and changing circumstances.
By providing expert advice and strategic planning, financial planners help you make informed decisions, optimise your financial resources, and secure your financial future.
For those in Brisbane who want to start making better financial decisions, we’ve got a list of financial planners and advisors in the area who can help you multiply and protect your money. Here are the ten best financial planners Brisbane has to offer.
1. Inovayt Finance
Inovayt is a leading finance and mortgage broker company in Australia that operates in many cities across the country, Brisbane included. Its financial planning arm, Inovayt Wealth, serves many clients from all walks of life. The company’s financial advisors are most well-known for their commitment to helping each client achieve their financial goals.
Inovayt’s financial advisors in Brisbane provide a wealth of knowledge and insight into the best financial practices that help make people wealthy and financially secure. The company provides the a wide range of services:
- Financial planning
- Investment advice
- Superannuation
- Budget and debt management consulting
- Inovayt also has financial advisor Gold Coast and financial advisor Sunshine Coast teams available to assist you servicing the entire state of Queensland.
On top of financial planning, the company also has mortgage broker Brisbane services as well as loan brokering for personal loans, business loans, car loans, and more.
Address: 57 Kirby Rd, Aspley QLD 4034
Phone Number: 1300 354 355
Website: inovayt.com.au
2. Verse Wealth
The financial advice at Verse Wealth is personalised, impactful, and multi-award-winning. It’s based on the understanding that your life and finances are inseparable, and money is just a resource to give you choices – so you can live the life you want. To learn more about their Approach, click here.
Common challenges Verse client’s experience before advice:
- Need help preparing for retirement.
- Unsure of the right strategy.
- Making great money, but not making the most of it.
- Wanting someone to manage their wealth.
Services include strategy, investing, super, retirement planning, tax, trusts, cash flow, employee share schemes, debt management, property, insurances, and estate planning. To learn more about their Services, click here.
There are 170+ 5-star Google reviews, including the following: ‘Getting financial advice has been one of the best things we’ve ever done.’ Olivine. M ‘Verse has been indispensable in helping my family achieve our goals.’ Greg. P ‘Professional, personable, responsive and highly knowledgeable.’ Ryan. C Recent awards include:
- 2023 Financial Adviser of the Year – Women in Finance
- 2023 Female Excellence Award – Financial Advice Association Australia
- 2022 Goals Based Adviser of the Year – Independent Financial Advisers
- 2021 Excellence Award – Independent Financial Advisers
- 2021 Client Outcome of the Year – Independent Financial Advisers
- 2020 Advice Innovation Award – Financial Planning Association
- 2020 Client Servicing Adviser of the Year – Independent Financial Advisers
Verse offers a free 30-minute Introductory Chat on Zoom.
Address: Hub Anzac Square, Level 6/200 Adelaide St, Brisbane City QLD 4000
Email: admin@versewealth.com.au
Phone: 1300 822 165
Website: www.versewealth.com.au
3. Blue Tree Financial Planning Brisbane
Lead by Matt Scherhag, Blue Tree Financial Planning Brisbane is a financial services company with over fifteen years of experience in the financial planning industry. The company promises high-quality service and a customised approach to financial planning. Matt and his team take on a select number of clients to ensure comprehensive financial advice and guidance.
The company’s services include retirement planning, budget management, investment advice, estate planning, tax advice, superannuation structuring and insurance and asset protection.
Address: Westfield Chermside Wotso, Level 2, Gympie Rd, Chermside QLD 4032, Australia
Phone: +61733155438
Website: bluetreefinancialplanning.com.au
4. Humphrey Partners
For a season, Humphrey Partners was known as Chris Humphrey Private Wealth Management. The firm operates on a fee model that allows clients to choose the services and financial advice they require and nothing more.
Humphrey Partners holds a CPA Public Practice Licence, and the firm’s principal, Chris Humphrey, is a CPA financial planner, tax adviser, and SMSF specialist advisor™. Humphrey Partners Private Wealth strives to provide financial adviser services that keeps the client’s best interests in mind.
Address: Suite 12/220 Boundary St, Brisbane City QLD 4000, Australia
Phone: +61733682727
Website: humphreywealth.com.au
5. Lifelong Wealth
Based in the easily accessible North Brisbane Suburb of Bald Hills, Lifelong Wealth has over 50 years of expertise. They are highly experienced & personable advisers who are dedicated to providing exceptional service to clients. Their team excels at navigating financial challenges and takes pride in understanding client objectives. They support each client’s individual unique financial situation, helping them achieve their goals both now and in the future, whether it’s planning for retirement or managing current finances.
Address: 9 Bald Hills Road, Bald Hills 4036
Phone: (07) 3188 5140
Website: lifelongwealth.com.au
6. Qualia Wealth
The most important thing you should know about Qualia Wealth is their team’s friendly and warm approach to financial planning. Their clients have given positive feedback mostly on the team’s attitude and approach to client service management. The firm’s Founder and Principal, Tom Davis, has been in finance since 2007, and is highly passionate about making the complicated simple for his clients
Address: 1147A Sandgate Rd, Nundah QLD 4012, Australia
Phone: +61732662700
Website: qualiawealth.com.au
7. River City Financial Planning
River City Financial Planning is a retirement planning and wealth management company founded by Garth Collingwood, a specialist retirement planner who has been advising people on their finances and investments since 2004. The company aims to help thousands of clients prepare well for their golden years, so they never run out of money during retirement. They do this by making investment and finance management simple for their clients, cutting out the confusion and complexity that often plagues many people when handling their estate.
Address: Level 18/239 George St, Brisbane City QLD 4000, Australia
Phone: +61731846870
Website: rivercityfp.com.au
8. Shadforth Financial Group
Shadforth is another multi-location financial planning company that serves thousands of clients around the country. The firm takes on an innovative approach to retirement planning, estate planning, wealth advice, portfolio management, investment management, and more.
Shadforth Financial Group prides itself in putting client relationships first throughout its operations. Their personal financial advisors provide sound financial advice that aims always to provide to a comfortable retirement and a secure financial future for their client base.
Address: Level 13/240 Queen St, Brisbane City QLD 4000, Australia
Phone: +61730311610
Website: sfg.com.au
9. True Journey Financial Planning
True Journey Financial Planning’s process is a clear, step-by-step roadmap that has helped many professionals and retirees protect and grow their wealth. Their broad range of services include retirement planning, wealth creation strategy, superannuation advice, financial investment consulting, life and disability insurance brokering, and more.
Address: 8 Church St, Fortitude Valley QLD 4006, Australia
Phone: +61403466330
Website: truejourneyfinancial.com.au
10. Horizon Wealth Advisory
Horizon Wealth Advisory categorises itself as a boutique wealth management company based out of Brisbane but serving other areas across Queensland. They help clients regardless of financial situation, giving the best advice on financial products and investment strategies.
The firm was founded by Josh Hutchinson, who graduated with a Master of Economics in 2010 and went on to become a top-level financial advisor. The company provides services like business financial planning, cashflow advice, personal insurance, personal investment, estate planning, and retirement planning.
Address: 6/123 Eagle St, Brisbane City QLD 4000, Australia
Phone: +61439345561
Website: horizonwa.com.au
Frequently Asked Questions (FAQs)
How Much Does a Financial Planner Cost in Brisbane?
The cost of a financial planner in Brisbane varies based on the services required. Typically, initial consultations range from $200 to $400 per consultation. For comprehensive financial planning, expect to pay between $3,300 and $4,300.
Some planners will charge a percentage for ongoing advice and portfolio management. Cost might be 0.5% to 1% of your assets annually. Hourly rates for specific advice range from $150 to $400. Always check that the fees align with the value provided.
Why Should I Work with Financial Planners?
Working with financial planners provides expert guidance to help achieve your financial goals. They offer tailored advice on investments, retirement planning, tax strategies, and estate planning.
Planners can help you navigate complex financial decisions to help you stay on track for a secure financial future. Their expertise can save you time, reduce financial stress, and potentially increase your wealth through strategic planning and informed decisions.
What’s the Difference Between a Financial Planner and Advisor?
A financial planner focuses on creating comprehensive plans to achieve long-term financial goals, covering areas like retirement, investments, and estate planning. They often hold certifications like CFP (Certified Financial Planner).
A financial advisor, on the other hand, provides more specific advice on investments, insurance, and other financial products. While the terms are sometimes used interchangeably, planners typically offer broader, holistic financial strategies, whereas advisors may specialise in particular areas of finance.
Final Words
If you’re somewhere close to the Gold Coast area, we want to ensure that you’re still covered. That’s why you should check out this list of financial advisors in Gold Coast next.
Any of these great financial planners will help you in your financial journey. Which firm are you planning to work with to reach your financial dreams and goals? We wish you the best of luck!
