We can we help you with...
/ Reducing your debts
/ Growing your wealth
/ Planning your retirement
/ Managing your Superannuation
/ Investing
/ Buying property
/ Tax (Financial) planning
/ Business advice
/ Protecting your assets
/ Estate Planning
/ Self managed super funds (SMSF)
/ Budgeting & Saving
/ Social security & Aged care
Welcome
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!
From our Head office in Wynnum on Brisbane's Bayside, the Investment Zone team has over 65 years experience in financial services. Due to this industry experience, we have become one of the better known financial planning firms in Brisbane. We are 100% committed to providing good old-fashioned personalised service to our clients.
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’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.
Brad and his team have a no-nonsense approach to wealth creation and preservation in these challenging economic times.
Roger Montgomery (L) with Brad Macaulay (R), Investment Zone Managing Director and at our 2017 Investment Seminar
We'll assist you make smart decisions with your money!
We are proud to be a member of these trusted industry associations
"Joining Investment Zone is the best thing I’ve ever done for my financial future."
Andrew F. Wynnum, Brisbane, October 2019
"Investment Zone have been great. Brad's been excellent to deal with; really helpful. He's educated us well."
Kellie and James W. Wynnum, Brisbane, March 2017
"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."
Eric & Louise O. Thornlands, Brisbane, December 2016
Send us a message here or call 07 3396 8518 now!
We are open Monday to Friday 9:00am - 5:00pm
