Plan your future, based in the north Brisbane suburb of North Lakes, provides financial planning advice to clients all over Australia. Our clients include people at all stages of life (from graduates and families to pre-retirees) – regardless of your end goal, everyone can benefit from financial planning.
We have a network of professionals to help you in every aspect of your financial needs.
When implementing strategies, we have access to a majority of Australian Investment and Insurance companies. This means we are able to select high quality products that are suitable to your individual needs from hundreds of Australia’s top and leading policies and funds.
Our client service policy
- To help you develop a financial strategy which places you in control.
- To work professionally and without pressure, letting you make decisions in your own time.
- To liaise with your accountant or solicitor as appropriate.
- To recommend companies and products which have been thoroughly researched and are appropriate to your investment strategy.
- To provide continuing service and regular reviews
Service and committment
Our service extends far beyond finding the right product to suit your needs. We play an active roll in guiding you to achieve your long term goals of financial success and will assist you in the unfortunate circumstance that you need to make an insurance claim.
Professional development and membership
We undertake professional development and ongoing education to ensure we stay up to date with changing legislation and product innovation.
We are members of the Association of Financial Advisors (AFA) and adhere to the high ethical standards of our industry. We feel it is very important to provide quality advice that is easy to understand and appropriate to your needs.
View some of our testimonials
view our Advisor Profile and FSG