About Us

Financial Planning Qld has been created because we firmly believe that everyone should be able to sail through life without money stress. Our clients are central to the way we do business because we understand that you do not care how much we know until you know how much we care.

We provide strategic financial planning advice to people who really do want to make a difference to their own financial outcomes. We are here to help you create your own financial freedom, whatever that may be. Our mission is to secure your future today!

Your financial strategy to get you ahead should be as individual as you are. Financial Planning Qld uses street smart strategies that have come from decades of experience and not commonly considered by more mainstream advisers and financial planners. Simply thinking outside the square to ensure you land in the best possible position. This enables us to solve your financial problems and enhance your outcomes efficiently, and very effectively.

Importance of personalised financial advice

We believe you must be invested if you are going to achieve above-average returns. We know that creating portfolios based solely on historical data is not enough because history rarely repeats itself. Chasing a few winners is risky because you may get exceptional returns one year followed by big losses in following years. We know the enemy of compounding is losing – better to get consistent returns year after year.

We spend time determining exactly what clients are hoping to achieve in managing their finances and work to develop a strategy that is tailored to each client’s specific needs.

We support clients through challenging times when clients may not know exactly what they should be doing with their money or how they should be responding to one off events, such as falling markets or a spike in interest rates.

Most importantly, you can rely on us to put in the hard yards, investigating and reviewing various investment options, so you don’t have to. We give you the financial peace of mind to get on and enjoy your lives.

Our Values

These are the simple cornerstones on which we build our business and the foundations for all financial advice provided to you.

Who Helps?

Paraplanners

Financial Planning Qld is supported by a team of professional and experienced Paraplanners. When you get to Stage 2 or 3 with us, their job is essentially to create the document that provides you with the strategic plan. This document addresses every element of the advice that Financial Planning Qld is providing you with. It is typically anything between 50 and 80 pages long and will contain cash flows, tax considerations, alternative strategies, investment and asset allocations, all the reasons why the strategy is a winner for you… and much more! To be honest, you probably won’t find it a very exciting read, but you WILL find the results exciting!

Tech Nerds

Financial Planning is a very technical profession. Rules, regulations, legislation – they are ALL changing ALL of the time. Throw this in the mix with an ever-changing global economy, volatile markets, and a myriad of other factors and you most definitely have something a tad interesting! It really is a minefield out there!

To stay abreast of these changes and how they impact clients, Financial Planning Qld has a technical services team at hand. Their job is basically to help ensure that the strategies and advice that you receive not only achieves what you want it to, but is the most effective and most appropriate way of doing so.

For more info on cornerstones, tech nerds, and how we can coach you to be a financial guru, give us a call on (07) 3162 1449 or fill out the very short enquiry call back form here and we can have a chat – which costs nothing!