Financial advisers
in Brisbane
Personal financial advice from advisers based in Brisbane, not a call centre somewhere else. Retirement, superannuation, investments, insurance and aged care, for people across Brisbane and across Queensland.
from 52 Google Reviews Nationwide
Brisbane, and the people in it
Our Brisbane advisers work with people across Brisbane, including the CBD, Fortitude Valley, South Brisbane, Newstead and the inner suburbs, and clients throughout Queensland.
Our Brisbane office works with professionals, business owners and family groups across the city and well beyond it, including clients in regional and remote Queensland who see us by video between visits.
A significant part of the work involves people whose careers have been tied to the resources sector, either directly or through the services around it. High incomes, long hours and a finite window produce a specific planning problem: making the good years do enough work to cover the ones that follow.
Your Brisbane advisers
Small team, long tenure. You will deal with the same person each time, and they live here.
Marsel Popov
Senior Financial Advisor
Jake Battelley
Financial Advisor
Kimberly McGrath
Executive Advisor
Michael Bayley
Executive AdvisorWhat we help with
Almost nobody arrives needing all five. Most people start with one and find the others matter more than they expected.
Five stages,
not five hundred pages.
The first conversation costs nothing and commits you to nothing. From there it’s a documented process, and you see the reasoning at every step rather than a recommendation landing on your desk.
Evaluation
Discovery
Strategy
Implementation
Review
At the heart of advice is the desire to make people’s lives better. Compassion, support, empowerment. It is rarely ever just about money.
Find us in Brisbane
Our Brisbane office is open for appointments, and we are happy to meet by phone or video if that is easier, or to come to you if getting in is difficult.
Questions people ask us in Brisbane
Do you only work with people in the Brisbane CBD?
No. Our Brisbane office works with clients right across Queensland, and a good number who live further afield again. Some come in, some meet by video, and most do a mix of the two.
Which areas do you cover from the Brisbane office?
Brisbane and the surrounding area, including the CBD, Fortitude Valley, South Brisbane, Newstead and the inner suburbs, and clients throughout Queensland. If you are further out, we can meet by video or arrange to come to you.
Can I meet by phone or video instead of coming in?
Yes, and plenty of our Brisbane clients do. The advice is the same either way. Most people mix the two: an initial meeting in person, then reviews by video.
What does financial advice cost?
Fees depend on how complex your situation is and what you need. We quote in writing before you engage, so you decide with the number in front of you rather than after the fact. The first conversation is free and carries no obligation.
Do I have enough money to need an adviser?
Advice tends to matter most at moments of change rather than at a particular balance. Retiring, selling a business or a property, an inheritance, a redundancy, a separation. If you are facing a decision you cannot easily undo, that is usually the point, whatever the number.
Can you help with Age Pension and Centrelink?
Yes. Working out entitlements, how assets and income are assessed, and how a decision about super or an investment affects what you receive is a routine part of retirement advice.
Are your Brisbane advisers qualified?
Yes. All of our advisers meet the education, training and ethical standards required to give personal financial advice in Australia and appear on ASIC's Financial Advisers Register. Individual qualifications are listed on each adviser's profile.
What is a best interests duty?
It is a legal obligation to act in your best interests when giving personal advice, and to put your interests ahead of ours wherever the two could conflict. It is the reason a recommendation has to be documented with the reasoning behind it rather than simply asserted.
Do you also do home loans?
Yes, through our Brisbane lending team. Advice and lending sit in the same group, so if you are weighing up a mortgage alongside a retirement or investment decision, both conversations can happen together.
Brisbane advice, from people who live here.
Thirty minutes. In our office, at your kitchen table, or by video. No fee, no obligation. You will leave knowing more than when you started, even if you never come back.