Areas of Expertise
Thank you for choosing to Find a Financial Planner.
We are 100% Australian owned and promote 5-star Brisbane financial planners who are the best of breed in their industries.
We remove the guesswork out of dealing with your financial planner but doing feedback calls on their potential clients to ensure they are scoring top marks on customer service and speak your language
Financial Advisor Brisbane
Find Financial Planners is looking out for you, the business owner and professional employee. We know life can be pretty good in Brisbane however, life can pass you by faster than you think. Ask anyone who is newly married or who has a teenage son or daughter. Most of them will say they did the best they could with what they knew or had.
The average financial situation for someone is Queensland is better than most, however if you want to have a better financial future than you have right now, we would suggest filling in our 2 minute form and seeing if a financial planner can help you achieve your dreams and goals.
To help do this, all you need to do is meet our financial planners half way. That means be willing to commit some time to your financial future and meet them face to face. If you are willing to do that, then you are on the right track and came to the right place, to find solutions.
What makes you unique?
We want to ensure the right financial planner fits your situation and good portion of what makes you who you are, is your occupation. We think you would agree there is nothing worse than dealing with any financial professional who doesn’t connect with you or have a basic understand of how your industry works.
To create a winning outcome for you, we incorporate experience, know-how and technology of matching you and your goals with the right financial planner. This will save you time and worry.
Areas Financial Planners Work In:
(1) Protecting you, your family and loved ones from unforseen occurrences
(2) Budgeting and cash flow
(3) Superannuation and maximising your entitlements
(4) Setting yourself up for retirement
(5) Investments and managed funds
(6) Aged care and Centrelink entitlements.
(7) Wills and estate planning
(8) Goal setting and your financial future.
The final step after meeting a financial planner is one of our Client executives will give you a call and see how you have found the service you received. This will help make sure we give the right financial planners the right opportunity.
What have you got to lose by meeting a financial planner?
This is why people are filling in the contact details on our two-minute form. We can deal with any industry, in any postcode and we vet our planners to make sure you get the best result.