A financial planner for Brisbane, wherever you are.
A financial planner covering retirement, super, insurance and keeping your tax bill down, for clients across Brisbane and Queensland. We meet over video. You get exactly the same adviser, the same advice and the same fees as anyone who walks into the office.
How it works if you’re in Brisbane.
Meetings run on Zoom or Teams. You upload documents securely and sign them online. Queensland clients have worked with us this way for years — none of it is new or experimental.
Hours run 8am to 7pm AEST, which during daylight saving is an hour ahead of Brisbane. We hold slots from 7am Brisbane time for clients who want an early call before work, and after 5pm Brisbane time for those who can only talk at the end of the day.
You can always just ring — 1300 67 37 37 or 0419 506 560. Most jobs take three conversations: a first call, a session on the strategy, and a walk-through of the written advice.
No office in Brisbane, and we won’t pretend otherwise.
We don’t have a Brisbane office. Queensland clients work with us over video, which is how we have run for years. What we’re licensed to advise on is national.
We work out of Suite 11.18, 401 Docklands Drive in Melbourne, and take clients anywhere in Australia. Your postcode doesn’t change the advice.
- Everything over video or the phone.
- We can’t meet you face to face in Queensland.
- The same adviser, the same advice, the same fees.
What we can help with.
Retirement and transition
What to draw down and in what order, easing out of full-time work, and the last ten working years. Works the same in Queensland as it does in Victoria.
Superannuation, accumulation
Picking a fund, rolling old accounts together, salary sacrifice, and the government top-up. The boring work most people in Brisbane never get around to.
Personal risk insurance
Income protection, TPD, trauma and life cover, plus business cover if you work for yourself. The amount is worked out from your household, not from a premium we're aiming at.
Tax-effective investing
Negative gearing, franking credits, and whose name things should be in. Worked through with your accountant, wherever they are.
Education, aged care, Centrelink
Paying for school and uni, the cost of aged care, and getting the Centrelink you're entitled to. These rules are federal, so they follow you wherever you live.
SMSF strategy alongside
Advice on setting up a fund sits outside this licence. The lending and the wider strategy we handle in-house for Queensland trustees.
You get the advice in writing — formally, a Statement of Advice. If it involves managed funds, we start at a $50,000 portfolio.
Who we work with in Brisbane.
Professionals earning over $200,000. Doctors and specialists are a deliberate focus, with files anchored around the major Brisbane hospital catchments. Pre-retirees in the final ten working years often begin with retirement and drawdown planning, drawn from the wider retirement planning hub. And people in their late twenties and thirties, building from a good income.
The Brisbane book splits roughly into three geographies. Inner-east households around New Farm, Hawthorne and Norman Park, often with a renovation or upgrader brief. Middle-ring families through Indooroopilly, Toowong and Carindale, weighted to school-zone planning and super consolidation. And growth-corridor buyers further out through Springfield, Ripley and Logan, where the work is often first-property and risk insurance.
Queensland loan sizes typically run lower than Sydney or inner Melbourne, which changes the cash-flow side of the plan rather than the structural side. A quick read of the borrowing capacity calculator often surfaces the structural questions worth raising at the first call. The advice doesn’t change shape because of your postcode.
Planning, loans and buying a place — all handled here.
Financial planning
What you’re reading. Done over video across Queensland, and free if we’re also buying your property.
Mortgage broking
More than 50 lenders. Brisbane loans and refinances go through exactly the same panel as Melbourne ones.
Buyer's agent
Through a licensed partner who works in every Australian state, Brisbane and regional Queensland included.
What people in Brisbane ask first.
Keep reading
- Our financial planning workThe main page — what is included, how it runs, what it costs.
- Brisbane mortgage brokingLoans arranged online, from a panel of 50+ lenders, with Queensland in mind.
- Brisbane buyer's agentInner-east, middle-ring and growth-corridor coverage across Brisbane.
- Advice for doctors and specialistsWhy a medical income needs a different kind of plan.
- Why clients choose OpesThree things we can do that most firms can't.
Start with a virtual first call.
Half an hour, by phone or video. The same conversation Brisbane clients have been having with us for years.