Whether you run a business, are a young single or couple starting out, a busy growing family, approaching retirement, or even in retirement, everyone wants to have a smart financial life.
Our passion is to help clients reach financial security and goals through sound, reliable and personalised financial planning and advice. With our office in Wynnum, in Brisbane’s bayside, Financial Planners Brad Macaulay, Amber Simpson and the team help people all over Brisbane.
People like you, who want to be proactive, but don’t have the time, knowledge or desire to do all the hard work themselves. We build reality-based financial plans that guide the money you earn today while considering the money you’ll need tomorrow. We will work with you to tailor a plan to suit your needs and ensure you can meet your goals without external influences.
Our clients love that we are Brisbane owned and operated. We pride ourselves on providing advice that is in your best interest, never compromising on your goals. The freedom that comes with this is perfect for this personalised approach. It gives our staff the ability to focus solely on clients. We are here to build a long-term relationship and make your life as simple as possible. We do all the hard work so you can enjoy the fruits of your labour.
If you are looking for a financial advisor to help create, grow and protect your finances, contact us today.
What exactly do financial planners do?
The simple answer is – a financial planner helps you achieve your financial goals.
At Investment Zone we help people at all stages of their lives, from budgeting, to investing, growing and protecting wealth, to retirement. We want you to live the life you want to live. Our typical clients are professionals and business owners who are halfway through their working life and they have big plans for their future.
We help them to understand their goals and how their investments (including super) should be best working for them; in addition to how to protect them. Your goals and circumstances will change throughout your life. We will partner with you along the way and adjust your Financial Plan to ensure we continue to achieve your goals.
There are many types of investment to choose from.
Some are perfect for beginners, while others will require advice and experience.
Whether it’s taking a more active interest in our superannuation, starting to build an investment portfolio, or even trying our hands at playing the stock market, we can all benefit by understanding the language and key concepts of investing.
We can help you understand your risk comfort level, and design an investment strategy that’s right for you.
A lifetime of super – and it’s not just about retirement.
The key to life is living, not retiring, but there may come a time in your life when you want to change what you’ve been doing and either stop working completely, or take a long holiday and work out what’s next.
To be able to have this choice though, it’s imperative that you plan ahead, even if you think retirement is for everyone else.
You understand the importance of insurance for your home and your car. You may even have health insurance too.
Are you familiar with insurances that look after you and your family if something happens to you?
The types of insurance that we help people with are:
We help you work out what you need and the best insurance products for your situation.
Property Investment and Real Estate is an area of advice some Financial Planners help may assist you to understand when you may be able to consider entering into the property market by analyzing your overall position, deposit and cashflow.
Not getting this right can really hold people back from growing their wealth, as property is a major asset class for most people.
