Our whole business revolves around our clients. We put you first and at the centre of all that we do. As a client of Brisbane Financial Services, we’ll always act in your best interests. We continually strive to deliver better advice by focussing on gaining a deeper understanding of who you are and what’s important to you. We partner this philosophy with a commitment to maintaining our high ethical and professional standards, and proactively furthering our technical knowledge.
We are passionate about what we do and when you choose to partner with us as our ongoing client, we’ll regularly review your Financial Life, making sure your goals are on track, so you can live the life you want.
To be the advice business of the future, using technology and innovation to help more people achieve their goals, through financial life management.
We are open and transparent so it’s important you understand us as much as we want to understand you. These are the values our team members live by on a daily basis:
We understand our clients and that’s why their goals are at the heart of what we do. We delight our clients by delivering a first class experience where we understand what’s important to them, so they can live the life they want.
We operate at the cutting edge of technology in the industry. Always seeking to leverage technology to provide a better client experience and better client engagement. This comes with challenges, but that comes with the territory when you are changing the world.
Our people are our business and our culture is at the core. We are a family, supporting each other, being honest with each other and working together to help each other reach our goals and succeed as a group.
We improve the lives of others, by giving back to our industry, partners and local community, through the continuous improvement of goals based advice.
Our Business Goals
Our approach goes beyond traditional financial planning. So, it’s only fair we share with you the goals of Brisbane Financial Services.
- To deliver a Goals Experience to all of our clientsWe’re committed to helping more Australians realise their goals. We want every client to use our interactive digital platform as we can deliver a better experience with more insights, leading to stronger client and adviser relationships.
- To leverage technology and be more actively engaged with our clientsWe believe our strategy to introduce new advancements in technology and data analytics improves the effectiveness of our advice. We aren’t satisfied with the status quo and are always seeking to improve. In turn, our clients receive relevant and timely information to help them make better choices.
- To provide our clients with Financial Life ManagementWith Goals and Technology at the core of what we do, we want to help every client of ours with 5 key areas relating to their Financial Life – Cashflow, Debt, Investment, Retirement and Insurance. Through complete Financial Life Management, we can help more people, more effectively, navigate the twist and turns of life.
- To deliver a great client experienceAbove all, it’s our goal to deliver a first class client experience where are clients are consistently delighted. We want to be easy to do business with, and our clients see real value in the services we provide and the ongoing advice they receive from our team.