Queensland Financial Planner

Shane and his team have supported my husband and I over the past 18 years. We have been able to use the planning tools and strategies he has recommended to build a very c ... more

I have been with Financial Advise Matters for over 20 years and have been happy with Luke and the team in looking after my portfolio. Now going into retirement Luke helpe ... more

Great company that provides excellent services around financial advice & management, SMSF and tax returns. Highly recommend Jace and the team.

Thank you team. So professional in all aspects of our consultation and implementation

Very Helpful and Constant Support. Nick was very helpful and supportive during the entire process of purchasing our first home. As first home buyers there was a lot of in ... more

Our dealings with Jason have increased our awareness and given us solid direction in our financial planning. Very professional and informed advice. We would strongly reco ... more

It is with pleasure that we write this review of P3 Financial Planning. Over the last 5 years my wife and I have relied on the team at P3FP for all our financial needs. O ... more

Professional advice provided one on one considering your personal circumstances.Terrific staff.

The team at Dalton FP have been incredibly helpful with my retirement planning. I could not recommend them more highly. Very professional and an absolute pleasure to deal ... more

Mukesh has been doing our tax for a number of years now and we have found that his advice and his service is first class. Would recommend.

Positive: Professionalism, Quality, Responsiveness, Value

Quality advice and service.

It is now over a year since my wife and I engaged David Taylor to provide what we regard as the most important service relevant to our lives now and in the future the man ... more

Positive: Professionalism, Quality

Positive: Professionalism, Quality, Responsiveness, Value

proud to be a member of such a elite performer

Fabulous! Highly recommend. Great communication and lovely person. Already feeling very positive about my future

John is a pleasure to know. Always up for a chat, transparent and professional. I'd recommend his services to everyone! Thanks

I rang for a bit of quick advice on changing my superannuation as my current fund is under performing, the man I spoke with was excellent in his knowledge and advice whic ... more

Brilliant team to work with! Heather has re-financed my loans to a much cheaper rate with a different bank, saving me quite a bit of money! Really happy with their expe ... more

Our relationship with Tim, Craig and Ryan has grown from a mutual respect and understanding of business and investment ethos to confidence based on proven results. As acc ... more

Really great advice that got us thinking outside of the box.

Sam and Will are very sound operators in their field. We have the utmost trust in their transparency and the advice they provide.

Very knowledgeable and helped sort out my finances. Would definitely recommend to anyone.

Positive: Professionalism, Quality, Responsiveness, Value

Thanks rob! Never been in such a good financial position in my life! Genuine and caring service . Highly recommend

Positive: Professionalism, Quality, Responsiveness, Value

Very helpful and knowledgeable. Handles our assests well.

Grant is a great financial planner, would definitely recommend him if you are looking for clear, compassionate, and knowledgeable support with your financial matters. Ver ... more

My husband and I have been clients of Scott O'Donnell for several years for several personal risk insurance policies. What I like most is Scott's tenacity. I have compl ... more

Not a fan of reviews but in this case I must. These people are simply fantastic. Plain and simple. They helped my sister and I through difficult processes (and a difficul ... more

Positive: Professionalism

So helpful have been with them for at least 15 years. Have nothing but respect for Kathy and Gen.

We were extremely pleased with the professional, expert advice that Rob provided on behalf of our aged parents who needed to move into a nursing home at relatively short ... more

The team at Fortress were a great help in easing the stress of my financial worries. Emma was very helpful and was full of advice when it came pointing me in the right di ... more

Positive: Professionalism

Awesome service. Peace of mind matters.

Myles is very professional and very good at TPD claims. His charges and fees are reasonable.

Positive: Professionalism, Quality, Responsiveness, Value

Positive: Professionalism, Quality, Value

The team at Morgans go above and beyond! They have been an absolute joy to work with and big support for myself and the team at Accoras. Thanks for all of your help guys!

I have been involved with Retirewell and their advisers for over 20 years and have found them to have a high level of knowledge and understanding of an individual's fina ... more

The JF Group provided the most professional and friendly service I've ever experienced. They organised the refinance of my current mortgage and purchase of a new property ... more

We have been with FMD since they opened in Brisbane and have never regretted it. Seeking advise as working people we are now well and truly retired and reliant on the ass ... more

Positive: Professionalism, Responsiveness, Value

Kent, and the team at K2 Wealth have always done all they can to help me with my financial requirements with understanding and service that is second to none.

Jason is a top financial advisor. They dont get more honest than Jason. He puts his clients before the money, a rarity these days! Well done mate, keep it up.

EPGA have conducted themselves with the highest quality service, advice and guidance throughout the whole process. We dealt with many people along the way who were very r ... more

Fantastic financial planner. Luck is a pleasure to work with!