pre-retirement & retirement planning specialists
Make the rest
of your life,
the best of
your life
of your life,
the best of
your life
We are dedicated investment specialists committed to helping our clients achieve financial growth and a secure retirement through carefully crafted investment options that provide healthy income streams. Let us help you navigate the exciting world of investments and secure your financial future!
our latest insights
Overcoming financial
challenges (5-7 minute read)
Solutions for high-income individuals in Brisbane.
trusted by
creating
happier futures.
words from our clients
happier futures.
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“My husband and I started our financial career relationship with Dan and George in a bid to better understand financial planning. As professionals we knew how to earn money and spend money, however when it came to financial planning, understanding insurance policies and investments we were novices. What really impressed us was they took time to get to know us, what was important for us as a couple and had a genuine interest in our family's future investment stability. What we have achieved with Dan and George was far more than this. After our first meeting, we had discussed some health issues I had experienced several years earlier, part of which was a stroke and highlighted to us two insurance policies we didn't even know we had that was claimable back when I had the stroke. Our total payout was $160,000. After working relentlessly with the insurance companies and taking the stress out of dealing with the insurance companies, they did all the talking for us. We so very much appreciate the professional help and advice in recommending investment options for our future. We find the entire team professional, kind, ethical, always contactable, helpful and easy to talk to. Their caring demeanour elicits our trust and respect and we would gladly and wholeheartedly recommend their services whenever possible to everyone.”
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“Amazing how excellent customer service can make it easy to complete complicated things in life. Late last year I had to review my personal and financial position due to change of employment. Just wanted to say thank you very much to George in providing open, honest and professional advice. George took the time and effort to listen to my current needs and future requirements.The process of reviewing my current portfolio of superannuation funds, insurance policies and investments was streamlined and easy to understand. The written recommendation received was detailed and confirmed my preferences. The application process for setting-up my new super fund, insurance policies and investments was easy to complete and understood. Appreciate doing business with you and thank you also to Dan Hutchinson - Financial Analyst. All comes down to receiving the right solution, advice and service - well done and look forward to our annual conversations. I'll definitely be referring my family and friends to George.”
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“My situation changed when I became a father and changed jobs, moving to Brisbane from the mines. I needed an outlook on my financial situation that was stable and secure for a growing family. George provided the right advice and set me up for a positive future. I feel secure knowing that none can take charge of my finances but me. Dan’s and George’s advice has been nothing but honest and empathetic. They know how to deal with any situation, no matter what the financial situation. George and Dan show professionalism and support when dealing with my portfolio. Their response to any question is prompt and easy to understand. They tailored my financial situation to my lifestyle and gave me a realistic view of what I can expect for my future. I would recommend anyone to take time out to chat with Dan or George. You won’t regret it.”
need answers? We’ve got them
frequently asked questions
Q: What can a financial adviser help me with?
A: An Adviser’s sole purpose is to place you in the best possible position they can with regards to your financial and lifestyle goals. Financial Advisers provide clarity and purpose to your goals through research and the development of tailored strategies. Financial Advisers are also there to educate you so you can make better financial decisions in day-to-day life.
Q: How much do I need to retire?
A: Everyone’s magic number for retirement is very different and it is important to figure out what your lifestyle and plans are, then work with an adviser to achieve them.
Q: What insurance do I need?
A: Insurance’s main purpose is to provide you with the funds necessary for you and or your love ones. Insurance is there so that you are not burdened by financial stress if you were to suffer an insurable event, such as a critical illness like cancer, disability, death, or being unable to work due to accident or illness. Talk to Great Advice for further education on insurance, and to work out how much cover you need.
Q: Is income protection tax deductible?
A: Yes, income protection may be tax deductible, however it is best to discuss your personal circumstances with an Adviser to make sure they can recommend a structure that’s in your best interest.
Q: What is the connection to AMP Financial Planning?
A: Great Advice is a Corporate Authorised Representative (CAR) of AMP Financial Planning. In simple terms, we have employed the services of AMP Financial Planning to provide us with our Financial Planning License.
Q: When is the best time to see a financial adviser?
A: This may sound cliché, but the truth is yesterday. The quicker you work out your goals, the quicker you can start working with your adviser to achieve them. A common phrase we hear all too often is “I wish I sorted this out years ago”.
Q: How much does a financial adviser meeting cost?
A: At Great Advice, our initial “get to know you” meeting is at no cost to you. At that meeting, we conduct goals exploration and information gathering, and then determine how we can assist you. We charge only for the work we complete for you.
Q: Can an adviser make me money?
A: If your goal is to make quick money, then you potentially need to re-visit your priorities with an Adviser. A Financial Adviser can provide you with the right investor education to make you aware of all the tools available in the very complex world of investing. Setting clear and measurable goals, along with being fully informed of associated risks will assist you make a decision that’s best for you.
Q: Where should I invest my money?
A: This is a common question we hear all the time from friends, family and strangers at BBQ’s and gatherings. The answer is in yourself by getting an Adviser to work with you on your goals, aspirations, and determining your risk tolerance level. Caution needs to be exercised if you’re considering investing in “buzz word” investments, or schemes marketed by someone showboating all the money they’ve made from the next big thing. Instead, talk to a Financial Adviser today for a complementary investor education session, so you can set clear and measurable goals suitable to your personal circumstances and attitude towards risk.
Q: Can I invest for my kids?
A: Yes! Our job is to provide you with all the advice and resources you need to achieve goals for yourself and your entire family. Talk to us today about available appropriate options for your specific goals and objectives.
Q: Do you help retirees?
A: Yes, this is our largest growing sector. We find that retirees are finding it difficult to keep up with all the communications like emails and letters from the government and financial institutions. It is daunting and difficult to stay on top of, especially during this stage of life. Advisers take care of all that noise for you, so you can enjoy your retirement without unnecessary stress.
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Goals meeting
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Goals meeting
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brisbane office
1/50 Chatswood Rd, Springwood QLD 4127, Australia
