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Best Financial Planning Services in Queensland Brisbane, Gold Coast, Sunshine Coast, Townsville and Cairns

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66 listings

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 736 reviews

Featured review: I have nothing but praise for the team at Future Assist. All of their team are friendly and helpful, always ready to give advice and guidance. They helped set up our SMSF for us and offered a good cross section of investments without any sales pressure. The investments they recommended have all given good returns so far. Their fees are low in comparison to the percentage based fees the big super funds charged. Overall they have saved us tens of thousands and helped put the value of our super well ahead of where we would have been if we had stayed with our old super fund.

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  • Transparency
    4.7 (87)
  • Customer Service
    4.8 (64)
Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 312 reviews

Latest review: I love the customer service my previous provider i never ever heard from would get the occasional email but nothing like these guys terrific keep up the great friendly

  • Transparency
    4.8 (278)
  • Customer Service
    4.9 (278)
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 736 reviews

Latest review: We're so glad to have made the decision to work with this company, our primary goal of purchasing an investment property when we first started is soon to become a reality. The team put together a

  • Transparency
    4.7 (87)
  • Customer Service
    4.8 (64)
ActOn Wealth

ActOn Wealth

5.0 from 67 reviews

Latest review: Thomas has been my Financial Adviser for a number of years. He has provided exceptional advice, guidance, support and customer service throughout each life phase. I am very grateful to collaborate

  • Transparency
    5.0 (28)
  • Customer Service
    5.0 (29)
MYOB

MYOB

4.0 from 2,336 reviews

Latest review: MYOB are ahead of their other competition. Not only can you ring & actually speak to someone but they go out of their way to resolve any issues you may have. I started using MYOB when it was version

  • Transparency
    3.4 (397)
  • Customer Service
    3.5 (339)
My Online Adviser

My Online Adviser

5.0 from 11 reviews

Latest review: Izaak was so helpful, polite and patient with me, what a nice young man. He was very knowledgeable within the super industry and gave very easy to understand directions to

  • Transparency
    5.0 (9)
  • Customer Service
    5.0 (10)
Sheffield Financial Advisors

Sheffield Financial Advisors

4.2 from 16 reviews

Latest review: Every one I have spoken to and met with at Sheffield Financial have been very helpful and professional . They have always been willing to answer any of my questions and have given me a greater

Fat Prophets

Fat Prophets

2.3 from 57 reviews

Latest review: I bought a subscription to find out it was not as stated, they don't advise on the market only selected stocks, it's too limited with little reward. I did raise these issues with only a poor

  • Transparency
    1.0 (10)
  • Customer Service
    1.3 (8)
The Motley Fool

The Motley Fool

2.0 from 258 reviews

Latest review: I have used their service is just crap all over , I got only 2 email which is about the product I bought other wise everyday go 10 EMIAL FOR MARKETING , please do not subscribe its just waste of

  • Transparency
    2.3 (88)
  • Customer Service
    2.4 (75)
Odyssey Financial

Odyssey Financial

2.5 from 11 reviews

Latest review: Paul Loupetis and Natalie Kairouz have done it again!! Even in these difficult times, they went out of their way to ensure we got our loan for our investment property! I can't fault them. Despite

  • Transparency
    5.0 (2)
  • Customer Service
    5.0 (2)
Xero

Xero

1.7 from 31 reviews

Latest review: been using this accounting platform since july and since then it randomly deletes typed up invoices this is a know issue with xero as they have admitted it to me they however will not give a fix

  • Transparency
    2.3 (3)
  • Customer Service
    1.0 (4)
Yale Property Solution

Yale Property Solution

1.7 from 32 reviews

Latest review: I have had a long history of Yale just not delivering the goods. I followed up with one representative only to find that he had left and commenced with another employer. All subsequent attempts to

WhiteStar Group

WhiteStar Group · includes 7 listings

5.0 from 97 reviews

Latest review: I was getting nowhere with my existing mortgage broker which I was with for 15 years - high rates and no service! Then I did some research and came across WhiteStar. Glad I did! Marina was

  • Transparency
    4.9 (39)
  • Customer Service
    5.0 (31)
Private Capital Management

Private Capital Management · includes 2 listings

5.0 from 67 reviews

Latest review: Nathan provided us with fantastic support and guidance to help put our finances including our superannuation back on track after my wife and I made a few bad investments. He is a heavyweight in terms

  • Transparency
    5.0 (35)
  • Customer Service
    5.0 (26)
New Vision Financial Services

New Vision Financial Services · includes 7 listings

5.0 from 21 reviews

Latest review: When searching for a home loan you need to be able to rely on someone you can trust to be able to present all the options available and give you the right information to make the right decisions.

  • Transparency
    5.0 (12)
  • Customer Service
    5.0 (12)
Rate One

Rate One

5.0 from 6 reviews

Latest review: I have recently received an assistance from Kosh Sothilingam from Rate One to purchase an apartment. Start to Finish , he assisted me patiently. He was knowledgeable , reliable , approachable and

  • Transparency
    5.0 (4)
  • Customer Service
    5.0 (4)
Kyra Finance

Kyra Finance

5.0 from 2 reviews

Latest review: Great Service, We were recommended KYRA by a friend & definitely will recommend this. Every process was handled smoothly & efficiently. Thanks to Vikas for all the advice & guidance. All the

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
Lime Financial Services

Lime Financial Services

5.0 from 2 reviews

Latest review: very impressed witht he proffesionalism of this service. Andrew was cery helpful and came when he said he would. it was an unusual mortgage process we had to look at but he came through with very

Adelaide Budgeting

Adelaide Budgeting · includes 2 listings

5.0 from 2 reviews

Latest review: I first messaged Adelaide Budgeting in February 2019 but was embarrassed about my financial situation and buried my head in the sand and thought “I can do my own budget”. Well that didn’t work out. I

  • Transparency
    5.0 (1)
Ample Finance

Ample Finance

5.0 from 1 review

Latest review: Awesome services! The staff there are very patient, and fully understand my situation and solve my tax issues in a professional manner. I really like to recommend them to my

AssetZ Wealth Pty Ltd

AssetZ Wealth Pty Ltd

5.0 from 1 review

Latest review: Great staff. Awesome to deal with. Myself and my wife Set up a self managed super fund, and purchasing an investment property. Assetz Wealth have guided and helped us through the whole process. Very

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 736 reviews

Featured review: I have nothing but praise for the team at Future Assist. All of their team are friendly and helpful, always ready to give advice and guidance. They helped set up our SMSF for us and offered a good cross section of investments without any sales pressure. The investments they recommended have all given good returns so far. Their fees are low in comparison to the percentage based fees the big super funds charged. Overall they have saved us tens of thousands and helped put the value of our super well ahead of where we would have been if we had stayed with our old super fund.

Ad
  • Transparency
    4.7 (87)
  • Customer Service
    4.8 (64)
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