Who do
we help?

People often reach out to us for help managing their finances because they would prefer to spend their time on things they enjoy doing more. They want to be kept up to date with legislative and market changes that will affect their specific situation. They value support and guidance in making important decisions that see them and their future generations poised for continued success.

Our Typical
Clients

At Brisbane Independent Financial Advisory, our clients appreciate having an experienced and independent adviser to help them make important life choices. The success and wealth of our clients often means there are complexities in their financial situation, which they want us to help them to navigate.

We work with a select number of clients to provide the focused attention our clients appreciate and deserve. We largely help people who are 50 years or above. Brisbane based, we extend our expertise to individuals, couples, and families across Australia, and to international clients with Australian assets.

Most commonly, our clients are:

When someone is nearing retirement, we find the most common concerns are understanding whether their finances are set up to support a meaningful life ahead, and wanting reassurance that, if they return to work in the future, it is because they want to, not because they need to. For those who are a member of a couple or a family and are a decisionmaker, it’s common to be worried about their ability to continue making decisions, and to want help making sure their finances are set up to allow for things to work without them.
Our clients going through a divorce or relationship breakdown often have a greater desire and need to understand their financial situation in greater detail. Typically, they value understanding the options available to them, and knowing how to protect their wealth moving forward.
Typically, our clients who are business owners or on a substantial income want to reduce the burden of managing their complex financial situation alone. They tend to be very good at what they do, and want an expert who is thorough and can help them navigate career and life decisions.
Clients with an inheritance, or a compensation or disability payout often worry that they may make a poor decision or mis-step. We help our clients understand the impact of the increase in wealth on their options, and guide them through decisions that can see their wealth last their lifetime or beyond.