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

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61 listings

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 709 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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The Motley Fool

The Motley Fool

1.9 from 186 reviews

Latest review: I have kept a track record of all the Equity/Share recommendations made by the Share research firms out there and I would have to say Motley Fool comes in right at the bottom they are as bad as

  • Transparency
    2.1 (30)
  • Customer Service
    2.1 (15)
Superannuation Advice Australia

Superannuation Advice Australia

4.7 from 54 reviews

Latest review: These guys are amazing, they sorted my super for me in a quick phone call. I didn't realise it was in a total mess until they did a search, now I am comfortable where I will be when I retire. I am

  • Transparency
    4.7 (49)
  • Customer Service
    4.7 (44)
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 709 reviews

Latest review: I appreciate the respect you and your staff give to my goals and preferences rather than pushing me towards investments that don't match my goals and preferences. Thank you for all your

  • Transparency
    4.7 (59)
  • Customer Service
    4.8 (36)
MYOB

MYOB

4.0 from 2,123 reviews

Latest review: When doing a pay run, a separate window opens each time so you can report directly to the ATO. It's slow and makes the run too long. It needs to be in a single report so it can be sent in one lump

  • Transparency
    3.1 (233)
  • Customer Service
    3.1 (157)
Fat Prophets

Fat Prophets

2.5 from 50 reviews

Latest review: once they had my details I was subject to a series of phone calls pressuring me to subscribe again. I did not discount the idea of resubscibing but explained I had series health issues that were

  • Transparency
    1.0 (4)
  • Customer Service
    1.0 (2)
Perpetual Limited

Perpetual Limited

1.6 from 7 reviews

Latest review: I was effectively headhunted by Perpetual for a role in their back office functions. Approached out of the blue with a role that I was quite interested in after discussion with their talent

  • Transparency
    1.0 (2)
  • Customer Service
    1.0 (2)
Commonwealth Bank Financial Planning

Commonwealth Bank Financial Planning

1.3 from 3 reviews

Latest review: I was referred to a financial adviser when calling CBA, inquiring about starting a new account. I agreed to meet their chosen adviser and sat through two hours of questions whereby I provided

Intelligent Investor

Intelligent Investor

2.3 from 3 reviews

Latest review: I have used II for a number of years but I have chosen not to continue for the below reasons. When looking at the past returns achieved for their portfolios, I have seen their numbers been overly

ActOn Wealth

ActOn Wealth

5.0 from 50 reviews

Latest review: As a young couple, we were unsure what to do with our savings and were concerned about being able to afford having children and owning a property. Blyth and the team created a 10 year financial plan

  • Transparency
    5.0 (15)
  • Customer Service
    5.0 (14)
Greenline Financial Services

Greenline Financial Services

5.0 from 51 reviews

Latest review: Timely communication and wonderful overall experience. I would like to thank Thaer and his team for assisting me refinance my loans. It was truly a seamless experience and I will be recommending my

  • Transparency
    5.0 (23)
  • Customer Service
    5.0 (20)
Tasmanian Perpetual Trustees

Tasmanian Perpetual Trustees

2.3 from 3 reviews

Latest review: After more than 15 years, I have just closed my TPT accounts. I get a better return from my banks on-demand savings account, and with much more flexible and convenient conditions. And having to go to

  • Customer Service
    1.0 (1)
Empire Financial Group

Empire Financial Group

1.0 from 1 review

Latest review: Be Aware" if you have life insurance through your superannuation with Colonial, commencing prior to 2013, then you are paying nearly a quarter of you life insurance premium as a commission to the

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

Hillross

Hillross

2.0 from 2 reviews

Latest review: When we first went to Hillross they were all over us. Told us how much better they were in comparison to others, but after 12 Months and a Profit, I might add, I needed some help and advice and they

WIT Group

WIT Group

3.0 from 2 reviews

Latest review: Witgroup has been our guide into the property investment market since 2016 when we first made enquiry into property investment through superannuation. The team have mentored and engineered the

  • Transparency
    3.0 (2)
  • Customer Service
    1.0 (1)
StocksInValue

StocksInValue

3.5 from 4 reviews

Latest review: I have been using SIV/Clime Direct for the last 7 years to manage my clients SMSF portfolios and I have been able to identify good quality companies that generate consistent dividend income and

  • Transparency
    5.0 (1)
Centuria

Centuria

1.0 from 4 reviews

Latest review: Estate Solicitors wrote to company seeking details of investments for probate purposes ,4 weeks later no reply Sent Fax to CEO who claimed never received letter but communications crossed and the

  • Transparency
    1.0 (1)
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

My Online Adviser

My Online Adviser

5.0 from 1 review

Latest review: As soon as I spoke with Ryan I felt complete trust in this company. He broke things down in simple terms and provided so much insight into my financial situation. I've recommended Ryan to all of my

  • Transparency
    5.0 (1)
  • Customer Service
    5.0 (1)
Wotherspoon Wealth

Wotherspoon Wealth

5.0 from 1 review

Latest review: We needed help with financial advice, and recommendations for a good accountant, due to sudden changes in circumstances. Wotherspoon Wealth was extremely helpful, impartial, and offered choices in

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 709 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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