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

I had a great review with Kieren she helped me with everything and was a pleasure to talk with

Makayla was very helpful sorting my super accounts and activities. And I was sorted in no time, Cheers Joe

I am very happy with the service we have received.

Matthew has been excellent and very patient in setting up our future retirement funds. His ability to explain and work at our pace has been very appreciated

Over 12 months of being charged for a Xero subscription tied to an organisation I reasonably believed had been cancelled. During that entire period,… Read more

the account was not used, and two subscriptions were running in parallel without any legitimate business need.

When this was raised, there was no meaningful investigation into the duplication or the prolonged inactivity. The response was a strict reliance on terms and conditions to justify ongoing billing, despite the absence of usage and the clear lack of value being delivered.

No alerts were triggered. No duplicate detection occurred. No intervention was made at any point across more than a year of continuous charges.

Xero operates on a model where billing continues indefinitely without regard for usage, duplication, or intent. There are no safeguards to prevent long-term overcharging, and once identified, responsibility is pushed entirely back onto the customer with no meaningful resolution.

A refund was requested based on these facts and was declined.

This business operates in bad faith

Have been using veye for coupa years..marcus is exelent with his advice and comunication..regards mick

Tess especially as well as everyone I spoke with were very professional to work with and made the experience a pleasure. I would highly recommend the company to anyone.

Yeral is a very friendly and helpful and easy to work with , being new to all this retirement and pension stuff, we would not hesitate to recommend him and True wealth to anyone. Yours Les Rankin

Setting up our ESVCLP was one of the most complex regulatory exercises we'd undertaken as a fund manager. Between structuring the limited partnership… Read more

correctly, preparing an investment plan that satisfied the Innovation Investment Committee, navigating the 30% concentration limits, managing the conditional registration period, and coordinating across our legal, tax and AFSL requirements, the process was genuinely daunting. Steve Maarbani from VentureCrowd guided us through every layer with expertise and patience – he clearly understood the Venture Capital Act inside out. We achieved full registration quickly and launched our fund with confidence. Couldn't have done it without them.

Denica was outstanding when dealing with any issues that occurred. I found her Professionalism and patience second to none. If you are not in arrears and live respectable, you won't have any issues if at all with DR Property.

Damien was extremely thorough and made my plan to retire easy to follow. I have always been happy with the advice given to me by My Wealth Solutions.

Excellent service – Corinne has been so helpful with my taxes over the past few years, especially since mine have been quite complicated. Would definitely recommend her services!

Absolute horrible experience – all I have received since I joined is a $10000-$15000 loss in my super and now I’m trying to leave I’ve had nothing but problems 100% would not recommend!… RUN!….

Absolutely exceptional! – I highly recommend Ida Kalajdzic RateOne Mortgage Broker! Ida is very customer focused, has a strong technical expertise and exceptional attention… Read more

to detail. Ida achieved outstanding results both with refinancing my loan and arranging absolutely magnificent first home loan deal for a close family member. Ida ensured that all process run smoothly without stress, and kept us updated with amazingly clear communication along the way. I look forward to use Ida’s services in the coming years for periodic loan reviews!

It is discouraging to read of so many good reviews on this site but then have to accept the terrible service we have had from Invest Blue at… Read more

Cooranbong. It all started when I questioned why the monthly advisor fee had to go up 16% when the inflation rate was less than 3% at the time. Newly retired, I can't watch that sort of money leaving my account every month when all we get is an annual 'catch-up' and no communication during the year - not even answers to emails. We decided to stop using the particular advisor (and thus leave Invest Blue) and withdraw our investments from MyNorth. Since then it has been a painful process of having to remind the advisor up to 3 times to answer my emails which have contained questions and sometimes instructions. Excuses have been 'holiday breaks' or 'illness' which are fine but most professionals would set up an autoreply. Answers sometimes come at last and are short and abrupt. The latest email request has gone three weeks with several reminders from me. This time there have been no responses and not even any lame excuses. From the reviews I am sure Invest Blue is generally a good company, but PLEASE don't put yourself through the pain of going to their Cooranbong office.

Worry free financial advice – My husband David and I meet with Mark Smith on an annual basis and have always found his advice clear and concise and have enjoyed his collaborative approach.

We’re looking to downsize and Neil provided excellent advice and gave us some options we hadn’t considered.

First Home Buyer, Stress Free Experience – Working with Summit was a fantastic experience! The team was professional, responsive, and truly dedicated to finding the perfect home for us. They… Read more

guided us through every step with expertise and made the whole process smooth and stress-free. Highly recommend them for anyone looking to buy or sell their home!

Had a review done with the team. Guy and Steve were great. Looks like I’ll be in a much better position at retirement with my super. They also helped… Read more

me with some investments as well which I always wanted to get into but just never had done yet. I definitely recommend them.

Great information and analysis on stocks. Often done with good humour and honesty. If you value neutrality or a fair go at both sides of politics,… Read more

I'd avoid the Weekend Briefing. The left leaning and love for our worst ever PM is quite incredible. Alan Kohler does, after all, work for the ABC.

So important for all families! – QSA really helped me sort out my life insurance and income protection which has given me real peace of mind. Hailey was so professional and thorough,… Read more

I had no doubt that our finances were in good hands. I'd highly recommend their services to all my friends and family!

Wonderful professional service from Melbourne accoutant – Review for One Minute Tax. I have a small business and needed help with my annual tax return. This was 6 years ago, and Julie has been helping me… Read more

ever since. My knowledge about tax matters was limited so I needed someone like Julie who understands the whole process. I am very thankful for all her help and I recommend her professional tax services without reservation.

If anyone has invested with Royce Capital under the financial advise through Ventas capital and are having issues with funds returned to there SMSF, pls contact myself on 0412 450560.

Excellent, professional and well worth the investment for my future – Thank you to Jess Bell at Story Wealth for helping me set up my investment strategies for the future. Jess has been very patient with me when I have… Read more

asked lots of questions and spent time with me running through the different investments to ensure I have a understanding of my portfolio. I feel very safe in the hands of Story Wealth and know that at any time, I can pick up the phone and get assistance with my investments. I highly recommend Jess, Anne and the team to anyone needing to plan for the future.

Poorly run company – I've been with Ellerfields after being taken to them by default by my old financial planner. for nearly a year now and have been given the runaround… Read more

with no review taking place and not returning my calls when I chase them up. I would not recommend this company.

Rip off – Setup a whole lot of insurances so he get a kick back each time and when asked where is all these policies financed, dont worry it is coming out of… Read more

your super, so you might have an insurance which you might not need and your super is dwindling away with your the kick back they are taking for setting up those which you do not need..A.H

Review for me rating of 1.9. Tells you everything invest in gold shares give mostly 10% return vanguard recipe " for disaster they in vest in… Read more

shares in different companies " if a world slow down or crash gold shares make you money bye-bye

Fantastic to deal with and prompt with payment. Very friendly people over the phone. I highly recommend them.

after switching my super to bt panorama, thinking i was getting a good deal from a financial advisor. 7 months later im down $10,000. this company… Read more

invests your money, but the problem is you get nothing in return. unless you are absolutely certain you will get something back from the investments, do not use this company for your super

Disgusting behaviour – After many years of valued advice to our parents the time sadly came that mental capacity reduced to the point that financial affairs had to be… Read more

passed on - as had been prepared for some ten years previously. For the past two years the children have been dealing with all emails, taxes, banking etc. The annual meeting with the saleswoman (name initials removed) was organised and especially in light of current market volatility (it being wuhan flu season) we had decided to look into the financial products a little more closely.

The litany of disgusting behaviour by hill ross is almost too numerous to cover adequately but I will try.

For starters there was no financial briefing, nor advice provided. There were lengthy discussions about various mental health and senior living options available. I am very firmly of the opinion that this meeting was primarily an information gathering activity on our finances and the mental health of their clients. There were no financial options available - simply very subtle but extremely firm 'suggestions' that we had to sign then and there as 'this is what your parents set up thirty years ago'. Why octogenarians with mental health issues fully and at length discussed in a near 4 hour meeting would 'have' to have all their available money in high growth funds with current extreme market volatility seemed very strange.

When we put forward cash as an alternative option we were told 'that's just gambling with your parent's money - you can't do that!'. Excuse me? Since when has cash been gambling??? I have never come across an australian financial advisor who has no faith in the $aud!

No signature was provided and further discussions were to be had with all siblings and for good measure I also contacted my accountant and provided relevant paperwork with a request he have a look as well as I had only ever seen financial products from this company so had no benchmark. He made a couple of comments, stressed he was not a financial advisor but would ask people he trusted what they thought and get back to me.

A few things struck me.

Firstly the 'advertised' fees totalled some $30k but there was no mention of any trails buried in the various products in the funds themselves. Also, this $30k spent buying the best advice possible (frequently stressed) in 'high growth' funds had managed -3% over the 2019/20 financial year. Very volatile year, sure, but the asx200 with no fees, managed -6%. Take out the hill ross fees (and the trails we don't know about) and I'd guess the asx200 beat the 'high growth' hill ross funds. As another family member said 'we are paying them $30kpa to gamble with our family money - why can't we gamble with it in cash for free, especially when they have done such a dismal job'. Fair point. My accountant could not believe that 80yo's would be 'forced' (with other options simply not provided) into high growth funds at all, let alone when the market is likely to suffer marked changes. Further, our accountant made the point that the products we were expected to 'sign up for' appeared to be in house amp financial products. After looking at the one document we did have to sign at the start of our meeting, we had to acknowledge we had already obtained independent legal and accounting advice - which was clearly impossible when we had only just been presented the document!

In short, and after lengthy discussions we made the decision to move the funds to cash. This notification was given in writing on a tuesday evening.

This is when our little hill ross saleswoman (name initials removed) really got her skates on to earn her money. Quite an impressive and illuminating performance it was as well.

Wednesday morning she contacted our parents solicitors and ascertained for herself that there was an 'out' clause in a recently updated poa we had been using for the previous couple of years. As we found out later, she informed our parents solicitor that under no circumstances were we to be notified of a meeting she had organised at our parents home the following day (thursday).

Because of concerns for general welfare as we had not been able to contact or locate my mother, I dropped in on the thursday to make sure she was ok. I found no-one home, but our lovely little saleswoman waiting in her car outside the house. It was 2:45pm and she told me she had been waiting since 1pm. We discussed the concerns I had for my mother's well being and it disturbed me she had missed an appointment as well. At this stage I had no reason to doubt the intentions of the matronly nice lady from hill ross - we had informed her in writing that we wished to move all the non pension products to cash so what was the concern? We had further discussions about our concerns for mental health and I spent about half an hour trying to locate the missing mother.

Shortly after this my mother appeared, had absolutely no idea there was any meeting organised but after a brief discussion I left. When I called my wife on the way home, she was suspicious but I was too trusting and left my mother alone - the fact there were written instructions attesting to our wishes seemed good enough to me and evening carers that prepare food and provide company for her would be arriving in an hour. Why should I be suspicious?

Despite the briefing on finances the previous week taking almost 4 hours, we later found out the meeting with my mother apparently took 20 minutes which included the hill ross saleswoman (m.A) helping herself to our mothers personal files and apparently also using our mothers pc!

I phoned the lovely hill ross saleswoman (name initials removed)the following morning (friday) to confirm the written instructions from tuesday had been complied with and to ask how my mother was as she had been missing the entire morning and was clearly a little 'vague' when I left her. To my horror I was told that mum was mentally 100%, understood everything perfectly and had elected to follow the advice of hill ross and at 82 years old stay in amp only, dismally performing, risky and extremely expensive high growth funds.

Shortly after this, my accountant called me after to speaking to advisors he had contacted and said that in short, the whole hill ross 'advice' summary 'simply stinks'. I then informed him of what had transpired that day and he was absolutely appalled.

Like many, I have been ripped off in my life, and I would consider myself an experienced/sophisticated investor. I have never seen anything like this performance by hill ross. My strong advice is no one should have any money 'invested' with them at all, but if you are over 65yo run away as fast as you can and be prepared for it to be made difficult.

If anyone has any family members who have money 'invested' with hill ross, please show them this story and very seriously look at extracting the funds as soon as possible.

This is straight jordan belfort 'wolf of wall st' stuff and especially after the banking rc I cannot believe any firm thinks this type of behaviour is acceptable.