A financial planner for Brisbane clients, delivered virtually.
A financial planner covering retirement, superannuation, insurance and tax-effective investing for clients across Brisbane and Queensland. Meetings by video. Service level identical to in-person engagements.
How we work with Brisbane clients.
Every meeting runs on Zoom or Teams. Document exchange happens through secure upload, and signatures are captured electronically. Queensland clients have engaged the practice this way for years. None of it is new.
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.
Phone is available on 1300 67 37 37 or 0419 506 560. Most files run on a mix of one introductory call, one strategy meeting, and one Statement of Advice walkthrough.
There is no Brisbane office. We are clear about that upfront.
The practice does not maintain a Brisbane shopfront. Queensland clients are served virtually, which has been the operating model for the practice for years. The advice scope is national.
The practice runs out of Suite 11.18, 401 Docklands Drive, Melbourne. Service coverage is Australia-wide. There are no postcode restrictions on the advice.
- All meetings by video or phone.
- No in-person option in Queensland.
- The same adviser, the same scope, the same fees.
What we advise on for Brisbane clients.
Retirement and transition
Drawdown sequencing, transition-to-retirement strategies, and the final ten working years. Equally applicable in Queensland as in Victoria.
Superannuation, accumulation
Fund selection, consolidation of legacy accounts, salary sacrifice and co-contribution. The structural work most Brisbane professionals neglect.
Personal risk insurance
Income protection, TPD, trauma, life cover. Business insurance for self-employed clients. Sized to the household, not to a target premium.
Tax-effective investing
Negative gearing, franking credits, ownership structures. Coordinated with the household accountant in Brisbane or interstate.
Education, aged care, Centrelink
Children's education funding, aged-care fee planning, Centrelink optimisation. Eligibility rules are federal and travel with the client.
SMSF strategy alongside
SMSF advice itself sits outside this AR. SMSF lending and the broader strategy are handled within the practice for Queensland trustees.
Comprehensive advice is delivered as a written Statement of Advice. Minimum engagement for managed-fund investment is $50,000.
Brisbane clients we work with.
White-collar professionals on incomes above $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. Young professionals in the 25 to 35 wealth-building stage.
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 does not become a different shape because the postcode starts with a 4.
Planning, broking and buyer's agent work, coordinated for Brisbane.
Financial planning
This page. Delivered virtually across Queensland. Free for buyer's agent clients during onboarding.
Mortgage broking
50+ lender national panel. Brisbane loans and refinances run through the same panel as Melbourne files.
Buyer's agent
Through a licensed partner operating across every Australian state, including Brisbane and regional Queensland.
What Brisbane clients usually ask first.
Continue reading
- Our financial planning pillarFull pillar page covering scope, process, and fees.
- Brisbane mortgage brokingVirtual broking. 50+ national lender panel. Queensland loan profile.
- Brisbane buyer's agentInner-east, middle-ring and growth-corridor coverage across Brisbane.
- Advice for doctors and specialistsWhy medical income rewards specialist financial planning.
- Why clients choose OpesThree concrete things the firm does that competitors cannot.
Start with a virtual first call.
Thirty minutes by phone or video. The same conversation Brisbane clients have had with us for years.