Financial Planning & Advice in Brisbane | Wynnum

Financial Planners Brisbane

What exactly do financial planners do?

When people make contact with us, they are usually unsure of what exactly we can do and how much will it cost to use a financial planning service.

We love being able to quickly show our clients exactly how we can help them and discover what it is that they really need when it comes to helping them in different areas in their personal finances and their business and property planning and needs

Investment Zone provides honest and comprehensive holistic Financial Planning advice, helping you achieve your personal financial goals with progressive financial strategies. Our approach to quality financial advice is the cornerstone of having the right investment strategies in place to create the wealth you'll need for your financial security leading up to retirement and beyond. Getting the right full-service advice, in a cost-efficient manner early, is one of the best decisions you can make!

A good Financial Adviser gets to know you

At Investment Zone, your success is our success. We don’t answer to banks, fund managers or insurers like some other financial planners. We only answer to our customers and our employees. We’re a boutique planning firm which means we treat people like family, not numbers. We’re local and part of your community. But, having said that, we have clients located around the country as well.

We work with you to develop your Financial Goals and make a Plan to achieve them

We’re focused on quality advice, rather than product sales and we aren’t trying to sell people a particular product. We would value the chance to learn more about your financial goals and share with you how we are helping clients bring their goals to life.

We are proud to be a member of these trusted industry associations

Financial Planner, Financial Adviser, Financial Advisor, www.adviserratings.com.au , Platinum Financial Adviser, Platinum Financial Advisor, Platinum Financial Planner, Brad Macaulay

Financial Services Institute of Australasia - Queensland

AICD QLD

What Financial Services do we offer?

Financial Planner

To find a good Financial Planner, a quick assessment of these 4 areas will tell you if you should trust the advice they give.

1) They should have a Australian Financial Services Licence (AFS)
2) They will dive in and do an assessment of what YOUR needs are
3) They help you to set the smaller goals and plan for the larger goals
4) They create a financial plan for you to reach the goals short term and long term

We are an AFS practice and during our free initial consultation we cover these 4 areas.
Find out more here and to book an appointment

Investment Service

Have you ever wondered about the different ways to make your money work harder?

With the current low interest rates and falling housing market - what are the alternatives of how to keep growing your wealth and ensuring that you do not have all your money in one type of basket.

There are many types of investments. Investment Zone will help you work out what you may want to consider including in your portfolio. If you’re serious about investing, it might make sense to find a financial advisor to guide you
Book a time to discuss different investment structures for your portfolio.

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Superannuation Consultant

The Australian superannuation system has compulsory super contributions. Generally, you’re entitled to super guarantee contributions from an employer if you’re 18 years old or over and paid $450 or more (before tax) in a month. 9.5% of your wage goes into your chosen super fund each pay day and grows over time.

Some people may have desired more flexibility and have set up a Self Managed Super Fund (SMSF).

We have the experience and the track record with all superannuation formats, both managed and self managed. Contact us to review your current Superannuation arrangements.

Insurance Agency and Advice

We understand the importance of insurance for our home and our car. We may even have health insurance too. Are you familiar with insurances that look after you and your family if something happens to you? The types of insurance that we help people with are:

Life Insurance
Total Permanent Disability
Income Protection

Trauma Insurance

We help you work out what you need and the best insurance products for your situation.

Property Investment and Advice

Property Investment and Real Estate is an area of advice that most Financial Planners cannot offer. While Financial Planners are licensed to sell financial products, most are not able to advise on real estate because because it's not in the scope of their license.

This fact can really hold people back from growing their wealth as property is a major asset class for most people.

Investment Zone can provide property advice as Brad is qualified to do so and walks the walk with owning his own property portfolio.

Face it - You only want advice from someone who is successfully doing the thing that you want to achieve yourself.

We'll assist you to make smart decisions with your money

Business advice
Protecting your assets
Estate planning
Self managed super funds - SMSFs
Budgeting and saving
Social security and aged care
Educational seminars and events

Reducing your debts
Growing your wealth
Planning your retirement
Managing your superannuation
Investment advice
Property investment
Tax planning

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Our Reviews

"Joining Investment Zone is the best thing I’ve ever done for my financial future."

Andrew F. Wynnum, Brisbane, October 2019

"Brad has been great in explaining the investment strategies so we understand where our super is invested. By reviewing our insurance policies, he secured better cover for us and saved over $2,000 pa on policies that were not applicable to our circumstances."