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"We decided to engage Brad & his Investment Zone team when we realised we needed to be more proactive with our finances. His simple, no-nonsense approach has made the transition easy to manage. Everything is explained in a manner that is easy to understand, and we have really appreciated knowing that Brad has been available to answer any questions we have had, at any time. We would, highly recommend Investment Zone."

Kim & Matt H.

Manly, Brisbane, QLD, 4179. Client since 2016

"Living in remote South East Queensland makes it difficult to have access to professionals like Brad. All dealings with Brad were handled via email or phone call which made it a whole lot easier than driving 4 hours to Brisbane for several meetings. Having known Brad personally for a number of years I knew he was the expertise that I needed."

Tegan T.

Goondiwindi, regional QLD 4390. Client since 2017

"I approached Brad at Investment Zone because my husband and I were looking for some expert guidance in our financial planning.  Brad helped us by sharing his financial knowledge and experience.  Brad and the staff at Investment Zone have assisted us in putting into place financial plans that we know will pay off in the future.  He has made things simple and easy to understand.  We know his recommendations are made with care, consideration, and professionalism.   I highly recommend Investment Zone for financial planning and advice."

Michelle & Jeff H.

Thornlands, Redland City, QLD 4164. Client since 2016

"We were recommended to Brad by another professional in the finance industry who we have known for a long time and trust. We were very happy with the service that he provided in finding and implementing the best insurance policies to suit our needs. Brad made the process and policies easy to understand. We definitely recommend his services." (Personal & Business Life Insurances provided)

Jenny & Matt E.

Manly, Brisbane, QLD 4179. Client since 2016

"Brad explained our options in a language we could relate to, to ensure we made an informed decision without bias or undue influence from a particular product. Highly recommend his work and ethos."

Chris & Danielle M.

Wynnum, Brisbane, QLD 4178. Client since 2016

"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 on policies that were not applicable to our circumstances."​

Eric & Louise O.

Thornlands, Redland City, QLD 4164. Client since 2016

"Brad is very positive and proactive. I highly recommend his straight forward honest advice."

Denise & Phil Q.

Wynnum, Brisbane, QLD 4178. Client since 2016

"Brad has offered us practical advice which fits around our lives. He offers a wide range of products, rather than being overly loyal to one brand, so you feel like he is genuinely recommending solutions that are good for you, not just because it gets him the best income. Brad is very approachable and is very happy to not only give great advice but also make sure you are learning along the way."

Tony & Penelope S.

Redland Bay, Redland City, QLD 4165. Client since 2015

"Dealing with Brad and the team at Investment Zone Wynnum is a positive and easy experience. Their knowledge, attention to detail, professionalism and prompt follow up has impressed us from our very first meeting. Since working with Brad and the team we have established positive short, medium and long term financial goals and implemented strategies to achieve these goals. We highly recommend Brad Macaulay and his team at Investment Zone Wynnum for all financial matters and advice."

Ben & Jess H.

Wangi Wangi, NSW 2267. Client since 2014

"Bradley Macaulay, of Investment Zone Pty. Ltd., was referred to me by my mortgage broker as a reputable financial planner. Brad's approach to advising me about planning my financial affairs was most professional and delivered in a way that was clear and understandable.

He listened carefully to what I wanted and, more importantly, what I didn't want in my plan and prepared a comprehensive strategy based on that information.

Brad spent time with me, going through the Financial Plan which was presented in a written form that was very comprehensive. It set out the advised investment and insurance recommendations in detail, with supporting calculations as well as important facts about what steps to take. A detailed summary of costs was also included and Brad went through these with me to my satisfaction.

I felt well informed and comfortable with the Financial Plan before signing off. Brad's pleasant manner and the detailed process he followed ensured that I now have a Financial Plan I understand and can manage into the future."

 

Philia P. (Retired)

Murrumba Downs, Brisbane, QLD 4503. Client since 2014

"We would like to thank you for your financial services, we are so happy to be finally getting our finances and insurances in order. As a couple with a young family, it is refreshing to know you always have our best interest at heart. We appreciate your continued money-saving recommendations, our goals are starting to look and feel more achievable. You're professional yet down to earth manner is exactly what makes you so approachable and easy to work with. We would gladly recommend your services to other couples like us."

Josh & Sarah C.

Tarragindi, Brisbane, QLD 4121. Client since 2013

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Written Reviews By Our Clients

Investment Zone (ABN: 18 104 622 611), is a corporate authorised representative of Financial Force Pty Ltd, (ABN: 42 091 425 464 AFS Licence No. 238337)

©2019 by Investment Zone.

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Suite 1, 184 Bay Terrace

Wynnum QLD 4178