Company Profile

“Your service was from the heart, we always feel confident that the decisions you make regarding our finances are in the best interest of our family’s future.” – Kim

We’ve been helping people realise their financial short term and long term goals since 2003. We’re a recognised name in Queensland with a team who cares about your future and success.

Our, dynamic team includes mortgage brokers, financial advisers and administration staff. We’re sincere about helping you reach your goals and achieve financial happiness and success. We work together as a family, having honest conversations, sharing advice, talents and success.

We have years of experience simplifying and building short and long term financial plans for clients to reach their goals.

We offer a range of personalised financial services including:

Our Vision

To be the advice business of the future, using technology and innovation to help more people achieve their goals, through financial life management.

Our History

 Our Directors Damien Mifsud and Craig Wagstaff both began financial services businesses in 2004. Although they operated their own businesses separately, they both shared a similar passion for technology and finance.

In 2009 Damien adopted the name, Brisbane Financial Services. Craig operated under other business names, including Templetons Financial where they were both at the forefront of the development of goals based advice technology in their respective practices.

Through an alignment of their visions and with good timing, in 2018 Craig joined Damien at Brisbane Financial Services and they set about building the advice business of the future and reshaping the company.

They are excited about what the future holds and now lead the team on a daily basis to continue helping as many people as they can.

Start living the life you want.

Our customer service and passion stand out from the rest

Recognised Brisbane Mortgage Brokers In Queensland

We view our success on how many people we can help and how they value the service and advice we provide. From time to time we also receive acknowledgement from our peers and whilst this is nice to receive, it isn’t what drives us. Some of those achievements are:

Company Awards
AMP Gold Practice
2012 – 2018
Since joining AMPFP in 2012, we’ve been rated an AMPFP Gold Practice for 7 consecutive years in a row.
Thomas Mort Award (AMP)
2015 (AMP) 2016
A prestigious AMP Award, given to the leading practice nationally (Medium sized practices).
William Walsh Award
(AMP)
2012
A prestigious AMP Award, given to the practice for National Champion in Support.
(Smaller practices)
AMA Finalist 2008 Based on our achievements and client feedback, we’ve ranked in the top three mortgage broking companies with 6 – 12 staff in Australia.
PLAN Business Awards Once again our team in consecutive years has achieved this award.
MPA Top 100 Broker Each year, this award is given only to the top 100 brokers in Australia. And, there are over 10,000 mortgage brokers.
PLAN Sales Master/Platinum This award is based on a brokers individual performance, both Craig and Damien received this award multiple times.

 

Our team has won over 20 individual awards during the last five years.

Reach Your Goals

We provide a comprehensive range of personal and business financial solutions to help you reach your goals. We’re a Brisbane mortgage broker and financial planning service with your goals at the centre of what we do. At Brisbane Financial Services, we bring all of this together and when all of these areas are working together, aligned with your goals – that’s Financial Life Management.

Cashflow

Good cashflow management isn’t about scrimping and saving, it’s more about being aware of where your money goes and then choosing what you do with it.

  • Budgeting
  • Cashflow
  • Expense categorisation

Debt

We are focussed on making sure your loans are structured correctly and your rate with your lender is competitive so you don’t pay more interest than you need to.

Personal Finance:

  • Residential property loans
  • Home loans
  • Refinance
  • Investment property
  • Construction & renovation loans
  • SMSF residential purchase
  • Medico finance

Business Finance:

  • Residential property loans
  • Company and trust borrowers
  • Investment property
  • Construction & renovation loans
  • SMSF Commercial purchase
  • Medico finance
  • Car loans
  • Equipment finance

Retirement

Understand what your ideal life looks like and whether what you are doing today, will get you to where you want to be tomorrow.

  • Review of your superannuation
  • Consolidation
  • Salary Sacrifice & Packaging
  • Transition to Retirement
  • Retirement Planning & Income Streams (Pensions & Annuities)
  • Employer superannuation

Investments

Grow your wealth through investments that are aligned with your goals and preferences.

  • Index Funds
  • Multi-Manager Funds
  • Sustainable Funds
  • Life stages
  • Geared Investments
  • Bonds & Term Deposits

Insurance

We all hope nothing will go wrong, but sometimes it does. Make sure you have adequate cover but also how this impacts on your other goals.

  • Life
  • Total & Permanent Disability (TPD)
  • Trauma/Critical Illness (and Child Trauma)
  • Income Protection
  • Keyperson Insurance
  • Buy/Sell Insurance

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Understanding Goal Achievability

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.…