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, Financial Planners Brad Macaulay, Amber Simpson 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. 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 Brisbane owned and operated. We pride ourselves on providing advice that is in your best interest, never compromising on your goals.  The freedom that comes with this is perfect for this personalised approach. It gives our staff the ability to focus solely on clients.

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 labor.

 

If you are looking for a financial advisor to help create, grow and protect your finances, contact us today.

 

It’s an investment in your future

Independently operated, Superannuation, Investments, SMSF, Super, wealth, property, business, cashflow, management, money, buy, selling, goals, buying, wealth creation, Estate, Centrelink, business, finance, FPA, AFA, Tax, tax effective, annunity, annunities, Life insurance, Trauma, insurance, TPD, Income Protection, Wills, investor, Private wealth, retire, Shares, cash, Wholesale Unit Trusts, Superannuation Wrap Funds, Self-Managed Superannuation Funds, Income producing Investments, Life & Income Replacement Insurance, Centrelink Advice, Retirement Planning, Ethical & Sustainable Investments, Agribusiness Investments, Infrastructure Investments, Tax Effective Investments, Negative Gearing, Direct Shares/Equities, stocks, International Investments, Salary Sacrifice, Finance Services, Housing Loans, Lo Doc Loans, Business Loans, Commercial Loans, Equipment Finance, Taxation Services Include, Personal Tax Returns, Company Tax Returns, Preparation of Business Financials

Headquarters is at 184 Bay Terrace, Wynnum