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

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62 listings

Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 714 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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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

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

Ellerfield Financial Planning

Ellerfield Financial Planning

4.5 from 6 reviews

Latest review: Almost two and half years ago now [name removed](my husband) and I sat down and decided it was time to take serious action toward our retirement goals most importantly take care of our finances.

QSA Financial Services

QSA Financial Services

4.2 from 5 reviews

Latest review: 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, I had no doubt that our finances were in good

Australian Property Planners Association

Australian Property Planners Association

4.5 from 2 reviews

Latest review: I didn’t know I could use my Superannuation to purchase property. A couple of my work colleagues told me about it and I decided that it was something that might work for me. I wanted a comfortable r

Invest Blue

Invest Blue

No reviews
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)
Curo Financial Services

Curo Financial Services

5.0 from 1 review

Latest review: Fantastic assistance with my complex TPD Insurance Claim. I couldn't have done it without you. If you are looking for Insurance advice or claims management, get in touch with these guys. Thank you to

Rate One

Rate One

5.0 from 3 reviews

Latest review: A very big thank you to domenica, who guided us threw the process . It was flawless, I would not hesitate to use her again . Trust is a very big thing for us . So trust

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

Logic Financial Advisers

Logic Financial Advisers

1.0 from 1 review

Latest review: [name removed] managed to charge my wife $3500 to lose $6000 so a total of $9500 excluding a sham of $6000 in insurance fees totalling almost $17000 in 2 years! Then he charged me $5521 to lose $8200

Source Accounting Australia

Source Accounting Australia

3.0 from 2 reviews

Latest review: Rude, does not return calls. Avoid at all costs as she does not deserve to be in business as a professional. I had to beg her to return emails - definitely not using

  • Transparency
    1.0 (1)
  • Customer Service
    1.0 (1)
Logic Wealth Group

Logic Wealth Group

1.0 from 1 review

Latest review: Despite receiving massive upfront and ongoing commissions, refuse to actually manage your loan. Because of their neglect and laziness, unable to prepay my interest in advance, costing me thousands.

Brisbane Angels

Brisbane Angels

3.0 from 1 review

Latest review: Found some parties within the group to be disorganised with regard to communication about pitch locations and times, and given no feedback from some of the pitches I did. At times attempts were made

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 :)

New Vision Financial Services Financial Planning

New Vision Financial Services Financial Planning

5.0 from 2 reviews

Latest review: Thank you so much for all the help and support provided, especially when I was stressing out. You always remained calm, listened to my concerns and answered all questions professionally and

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

Is part of...
New Vision Financial Services · includes 7 listings
18 reviews
Movo

Movo

1.0 from 2 reviews

Latest review: I got on here and read the reviews but didn't take the advice - I signed up to Movo parted ways with my $200 for the basic package, completed all the paperwork waited 2 weeks and nothing! waited

Private Capital Management Financial Planning

Private Capital Management Financial Planning

5.0 from 11 reviews

Latest review: I was very worried about our retirement strategy until I spoke to Nathan. He reviewed our goals and recommended several investment options that would ensure a highly sustainable retirement income

  • Transparency
    5.0 (8)
  • Customer Service
    5.0 (1)

Is part of...
Private Capital Management · includes 2 listings
57 reviews
Future Assist Group of Companies
  • Award Winner 2020
  • 2019

Future Assist Group of Companies

4.7 from 714 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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