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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

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

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

Australian growth will be constrained – here’s 9 reasons why recession is unlikely

By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 20 Jun 2019 Key points Australian growth is likely to be weak over…

The $A still has more downside, but a lot of the weakness is behind us

By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 18 Jun 2019 Key points The Australian dollar likely faces more downside as…

Rent vs lifestyle—can you have it all?

Rental payments can make a real dent in your bottom line so it’s a good idea to find a balance between location and lifestyle. So you’ve found the apartment of…

Make Australia save again

Are you one of the 20 per cent of Australians with less than $250 in their savings account? Recent research from AMP Bank has found that one in five Australians…

Boost savings with compound interest

If your goal is to save for the future, or perhaps start putting away for your children’s education – then unless you plan on putting your savings under your mattress,…

The nine most important things I’ve learnt about investing

By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 12 Jun 2019 Key points My nine most important lessons from investing over…

RBA cuts rates to a new record low

By Dr Shane Oliver – Head of Investment Strategy and Economics and Chief Economist, AMP Capital | 6 Jun 2019 Key points The RBA’s latest rate cut is aimed at…

Retirement planning: 9 tips for a successful retirement

Like any new chapter in your life, preparation can go a long way in ensuring you’re emotionally and financially ready for the road ahead.Despite the obvious benefits, only 44% of…

What is the retirement age in Australia?

You’ll be able to access your super between 55 and 60, depending on when you were born. And you’ll become eligible for the age pension at 65½, rising to 67…

Can I go back to work if I’ve already accessed my super?

04 June 2019 When you access your super at retirement your super fund may ask you to sign a declaration stating that you intend to never be employed again. But…

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?

Our practice is a privately owned company lead by Damien Mifsud and Craig Wagstaff.

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.

Get Started Today

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

“We have used Craig twice now for loans and have found him to be very helpful and nothing is ever too much. He goes out of his way and explains…

Jon

“Craig and his Team are professional operators and operate with the tenets of: actively listening and proactively challenging to have a deeper understanding of my personal needs and future aspirations;…

Speak to an Adviser

One-step booking. Spam free.

Sarah

“We had never worked with a broker before Craig & now I don’t think we would work with anyone else! Craig has worked exceptionally hard to help us achieve the…

Vicky

“I would highly recommend Craig and his team. Professional service with down to earth manner. Completely trustworthy and reliable advice. Excellent communication throughout the process and nothing too much trouble.…