Start today. Own tomorrow.
We provide the
to help you Live The Life You Want
Clients love us:
Rated 4.6 out of 5 from 27 reviews on Facebook
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Welcome To A New Age Of Financial Advice
Financial advice shouldn’t be complicated. We use a simple 5-step process to support you in creating the future of your dreams:
1. Get Goal Ready
Get ready to focus on your goals by thinking about your plans, needs and ambition
5. Track My Goals
Track your progress to help you stay motivated and accountable and choose the support level to bring your Goals Plan to life
2. Explore My Goals
Explore and prioritise your goals using our interactive technology, and receive your personalised Goals Summary
4. Plan For My Goals
Plan how you could get there with personalised advice tailored to your goals and needs, and receive your Goals Plan
3. Explore My Advice
Consider options to help balance your longer term goals against the financial needs of today, and receive your Advice Exploration Summary
1. Get Goal Ready
Get ready to focus on your goals by thinking about your plans, needs and ambition
2. Explore My Goals
Explore and prioritise your goals using our interactive technology, and receive your personalised Goals Summary
3. Explore My Advice
Consider options to help balance your longer term goals against the financial needs of today, and receive your Advice Exploration Summary
4. Plan For My Goals
Plan how you could get there with personalised advice tailored to your goals and needs, and receive your Goals Plan
5. Track My Goals
Track your progress to help you stay motivated and accountable and choose the support level to bring your Goals Plan to life
STEP ONE
Get Ready To Choose And Prioritise Your Goals
Choose a life goal to learn how we can help you achieve it:
Streamline my finances
Protect my lifestyle
Retire right
Be debt free
Buy an investment property
Save for something big
Pursue a passion
Buy a home
Our future together
Retirement living options
Start accessing my super
Give them the best chance
Streamline my finances
Protect my lifestyle
Retire right
Be debt free
Buy an investment property
Save for something big
Pursue a passion
Buy a home
Our future together
Retirement living options
Start accessing my super
Give them the best chance
The first step is to meet with one of our team to explore your goals. We use a simple and intuitive process to help you map your goals and understand your financial priorities:
STEP TWO
We’ll Explore How We Can Help You Get There
This is your second session with our team. At this point, we understand your goals and priorities, and we’ve reviewed your financial position. We’ve also projected over 1000 possible scenarios to understand the likelihood of achieving your goals.
Here we’ll present you with an outline of the services we think you need to make those goals a reality. Together, we’ll review our fees and how we get paid, and discuss any ongoing support that you might require.
STEP THREE
We Present Your Goals Plan
Start by talking to an Adviser about your ambitions and goals. We can provide advice on Superannuation as part of your overall Financial Life Management and aligned with your retirement goals.
STEP Five
Together We Track Your Goals
We can provide you with advice on debt management, home and investment loans, as well as budget and cash flow management. Our Advisers and Mortgage Brokers can help you explore your goals and consider advice in these areas. Book a time today.
TESTIMONIALS
Creating Happier Futures With Our Clients
Barry
Jon
Sarah
Vicky
Adam
Kim
Dan & Samii
Helen
Raylene & Jose
Harris
LOCAL INSIGHTS.
Meet The Friendly Team
Our diverse and experienced team can offer the financial expertise that’s right for your unique situation.
BLOGS / ARTICLES
Our Latest Insights
FREE DOWNLOAD
Understanding Goal Achievability
We use goal achievability indicators to help you understand the achievability of your goal so you can make informed choices on how to prioritise your goals.
Dive in the deep end and learn how we do it:
FAQ
Frequently Asked Questions
Q. Who owns Brisbane Financial Services?
BFS is a subsidiary of Invest Blue Ltd.
Q. How is Brisbane Financial Services compensated?
How we are compensated is detailed in our Financial Services and Credit Guide. We charge fees for our advice and services and in relation to some products, commissions may be paid by the provider.
Q. Can I just do this myself (why do I need you)?
We help clients from all over Australia realise their goals with financial advice and planning. We can help you explore, plan, track and make your life goals a reality.
Q. I haven’t got much Super or savings, shouldn’t I wait until I’m older?
Now’s the perfect time to begin thinking about your life goals. By taking an interest at an early age, you have more time on your side to make changes you may need to, to live the life you want.
What we do isnt just about Super or savings, its Financial Life Management. At different stages of your life you will have different priorities. We are there to help you at every stage. We also want to help our clients live rich and not die rich – we can help you make the right course corrections along the way through the inevitable twists and turns through life that everyone has.
Q. My Superannuation is all over the place, what can you do to help me?
Start by talking to an adviser about your situation. Once we understand a little more about what you want to achieve, we can provide advice and strategies regarding your superannuation, and ensure these are aligned with your retirement goals.
Q. What’s the connection with AMP?
We’re an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited.
Q. How do I get started?
The first step is to reach out and make contact with us be filling in your details below. One of our friendly team will then make contact with you to organise a time to have a initial discussion (complimentary) with one of our advisers.
Q. I’m about to retire, isn’t it too late for me?
We help clients in different circumstances and at all stages of life. Gaining clarity about the life you want to live in retirement, maximising your last working years, and ensuring everything is towards these goals is where our clients see real value in our advice.
Q. Can you advise me on the housing market?
We can provide advice on investment strategies (strategic asset allocation and goals based investing) and arrange loans including mortgages. Download our Financial Services and Credit Guide for more advice on what we can do.
Q. How can I get debt free?
We can provide you with advice and debt management as well as budgeting and cash flow management. Our advisers and mortgage brokers can help you explore your goals and consider your advice options, as well as review your current loans.
Get Started Today
Sit down with one of the friendly team to explore your situation.
Our first meeting is complimentary, we’ll discover who you are, what’s important to you and what you want to achieve.
It’s also important you get to know us and how we can help you before moving forward.
Barry
Jon
Speak to an Adviser
One-step booking. Spam free.
Sarah
Vicky
“Professional service with down to earth manner. Completely trustworthy and reliable advice. Excellent communication throughout and nothing too much trouble.”