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

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73 listings

Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 751 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 (101)
  • Customer Service
    4.7 (78)
No values yet
Superannuation Advice Australia

Superannuation Advice Australia

4.8 from 631 reviews

Latest review: Both very helpful, friendly and thorough. One thing I forgot to ask and am very interested in. Part of my super being invested in to cryptocurrency. Bitcoin or altcoin Is this a possibility? I know

  • Transparency
    4.8 (522)
  • Customer Service
    4.9 (537)
No values yet
Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 751 reviews

Latest review: Love how thorough Gerard is and he always closes the loop on any outstanding action items. He’s approach to reviewing my circumstances is fantastic, I’m very satisfied with his wor

  • Transparency
    4.7 (101)
  • Customer Service
    4.7 (78)
No values yet
ActOn Wealth
  • Award Winner 2021

ActOn Wealth

5.0 from 79 reviews

ActOn Wealth offers help with cashflow and budget management, wealth creation, risk protection, lending, retirement planning and superannuation, self-managed superannuation, direct property advice and estate planning.

  • Outstanding financial expertise

  • Prompt, efficient and friendly customer service

  • Transparency
    5.0 (40)
  • Customer Service
    5.0 (41)
No values yet
My Online Adviser

My Online Adviser

5.0 from 53 reviews

Latest review: Really helpful and tailored service from all staff that I have interacted with. Each interaction has been informed, swift and focused on my specific circumstances and needs. I feel in control, and

  • Transparency
    4.9 (39)
  • Customer Service
    5.0 (42)
No values yet
MYOB

MYOB

4.0 from 2,425 reviews

Latest review: it took me several calls before i could speak to someone and explain the situation and get an answer. I also do not like the fact that it takes so much time to receive funds once a client has paid

  • Transparency
    3.4 (464)
  • Customer Service
    3.6 (410)
No values yet
Xero

Xero

4.0 from 309 reviews

Latest review: Terrible customer support. The site says 24/7 support but that does not exist. There is no place to even send a support ticket to ask, via email for help. Frustrating experience. I do not

  • Transparency
    4.3 (236)
  • Customer Service
    4.0 (243)
No values yet
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

Shares in Value

Shares in Value

4.6 from 11 reviews

Latest review: I have increased the percentage of my return on my investment, and covered the cost of the subscription, thanks to the advice from the staff in Shares in Value. I appreciate the excellent attention

  • Transparency
    5.0 (7)
  • Customer Service
    5.0 (7)
No values yet
Fat Prophets

Fat Prophets

2.2 from 59 reviews

Latest review: I spend at least two and a half hours each day going over their reports. I've had the subscription for over 6 years and my personal portfolio has grown from 35k to over $230k. You have to read the

  • Transparency
    1.3 (13)
  • Customer Service
    1.5 (11)
No values yet
The Motley Fool

The Motley Fool

1.9 from 308 reviews

Latest review: motley fool is a cross between copy and paste journalism and very poorly thought out stock suggestions. The history of picks and their subsequent performance is appalling, seriously bad site!

  • Transparency
    2.0 (127)
  • Customer Service
    2.1 (112)
No values yet
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)
No values yet
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 8 listings

5.0 from 116 reviews

Latest review: Joanne was able to help me secure a home loan so that I could finally purchase my own property. Joanne was helpful and made what I thought was impossible possible! After having a disappointing start

  • Transparency
    5.0 (52)
  • Customer Service
    5.0 (42)
No values yet
Private Capital Management

Private Capital Management · includes 2 listings

5.0 from 78 reviews

Latest review: Nathan made what was a tedious and difficult transaction come to fruition. Kept me informed the entire way, actioned items before they were due and was honest and reliable. I would definitely

  • Transparency
    5.0 (45)
  • Customer Service
    5.0 (35)
No values yet
New Vision Financial Services

New Vision Financial Services · includes 7 listings

5.0 from 22 reviews

Latest review: Good service. Great customer service. If you need house loan please contact Chris New Vision Financial Services Home Loans . He will look after you. I am happy with his service

  • Transparency
    5.0 (13)
  • Customer Service
    4.9 (13)
No values yet
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)
No values yet
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)
No values yet
Quill Group

Quill Group

5.0 from 1 review

Latest review: I truly recommend Quill Group to anyone. You get everything you need in one place. The team are friendly and service is always on time. Also, they do awesome coffee for clients :)

Wealth Peak Financial Advice

Wealth Peak Financial Advice

5.0 from 1 review

Latest review: Andrew and the team have provided me with fantastic financial planning advice that will set me up for retirement. Taking a strong interest in my financial future, Andrew has provided me with

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
No values yet
Future Assist Group of Companies
  • Award Winner 2020

Future Assist Group of Companies

4.7 from 751 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 (101)
  • Customer Service
    4.7 (78)
No values yet
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