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
What Financial Services do we offer?
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We'll assist you to make smart decisions with your money
Protecting your assets
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
"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."
Eric & Louise O. Thornlands, Brisbane, December 2016
"Investment Zone have been great. Brad's been excellent to deal with; really helpful. He's educated us well."