Welcome to Investment Zone
Whether you run a business, are a young single or couple starting out, a busy growing family, approaching retirement, or even in retirement, everyone wants to have a smart financial life. Our passion is to help clients reach financial security and goals through sound, reliable and personalised financial planning and advice.
With our office in Wynnum, in Brisbane’s bayside, Brad Macaulay and the team help people all over Brisbane. People like you, who want to be proactive, but don’t have the time, knowledge or desire to do all the hard work themselves. We build reality-based financial plans that guide the money you earn today while considering the money you'll need tomorrow. As an independently owned business, we will work with you to tailor a plan to suit your needs and ensure you can meet your goals without external influences.
Our clients love that we are independently owned and operated. In fact, Investment Zone is proud to be one of the few financial advisors in Australia with no allegiance to any Bank or Fund Manager. This means that we can offer you unbiased advice that is in your best interest, never compromising on your goals for other commitments and business affiliations.
The freedom that comes with being an independently owned firm is perfect for this personalised approach. It gives our staff the ability to focus solely on clients without pressure from other financial institutions. We are here to build a long-term relationship and make your life as simple as possible. We do all the hard work so you can enjoy the fruits of your labour.
If you are looking for an independently owned financial advisor to help create, grow and protect your finances, contact us today.
It’s an investment in your future
Headquarters is at 184 Bay Terrace, Wynnum