BRISBANE INDEPENDENT FINANCIAL ADVISORY

Truly
Independent
Advice

for successful individuals with complex financial lives

We are a boutique financial planning and advisory firm helping clients across Australia. We take pride in delivering exceptional, personalised outcomes.

Many of our clients have accumulated significant wealth, own businesses, hold multiple properties and investments, manage self-managed super funds, support adult children, prioritise philanthropic endeavours, or face complex retirement, business succession, or estate planning decisions.

We help successful individuals, couples and families make confident decisions across every aspect of their financial life.

Live a life
defined by you.

What makes us different?
We help you make informed decisions by providing holistic advice and unbiased recommendations, taking a thorough and considered approach across financial situations that are often full of complexity. Our expertise is in helping families with intergenerational wealth, business owners with succession planning needs, executive clients, and individuals with significant wealth transitions and large portfolios.

At Brisbane Independent Financial Advisory, we help clients who share our belief that the best decision is a well-informed decision. We’re there to help you design the life you want, and to navigate every step with you.

Often one decision can have an impact on another aspect of your finances. Because we provide holistic and comprehensive advice, your entire situation is thoroughly considered. We have considerable experience in providing expert guidance on your overall situation.

Knowing we are truly independent contributes to our clients being reassured our advice is truly in their best interests. You receive genuinely independent advice – free from commissions, free from incentives to recommend one product over another, with no in-house products, no payments made to us when we buy or sell investments for you or when we introduce you to other professionals, and with a fixed fee based on the service you receive.

Our clients are reassured by the thorough and considered approach we take. Advice is personalised – we assess what you already have, and consider a broad range of options along with your priorities and goals.

Our Services

You receive advice and guidance that is holistic, comprehensive, and thorough. And personalised to your specific circumstances.

Retirement planning

Retiring allows you to redesign your life to include what matters most to you, knowing you’ll never need to work another day.
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Ongoing decision making support

Having an experienced and qualified adviser as your sounding board helps you navigate life decisions confidently as they arise.
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Investment 
advice

Understanding your portfolio reduces impulsiveness, supporting informed decision making that aligns with your overall strategy.
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Superannuation Including Self-Managed Super Funds

When you know the rules, superannuation can be a valuable component of tax optimisation and retirement planning strategies.
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Estate Planning

An effective estate plan clearly documents your wishes in the event of your death or if you lose your ability to make decisions.
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Business Succession Planning

An effective business succession plan provides a road map for the transition of a business owner or leader.
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Liaising With Other Professionals

Liaising with your professionals ensures there is clarity on your situation, needs, strategy, and action to take.
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Forecasting And Modelling

We assess how you’re currently positioned and whether we anticipate you will meet your goals through your lifetime.
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What people are saying about us

Bec is an exceptional adviser…experienced, knowledgeable, professional, ethical, and extremely personable…basically, everything you need in a financial adviser!

Bec is excellent. We couldn’t recommend her more highly, and have recommended her to our closest friends.

You have given us confidence in your advice through your professional and meticulous attention to detail and your willingness to listen to our concerns and to understand our wishes.

Rebecca, as self-funded retirees, managing our portfolios well is critical to our financial as well as our emotional wellbeing. We feel trust in your professional judgments, something which becomes increasingly important as we continue to age.

Hands down our favourite advisor.

I have no hesitation recommending Bec to anyone looking for a holistic financial adviser who puts the client first and works collaboratively with her clients and their team of professionals.

When confronting an important decision, you gave us a complete written detailed cost/benefit analysis of each available option, while also taking into account our broader family considerations. This enabled us to make truly informed decisions.

Bec, I truly thank you for being you.