Brisbane Financial Advisor

Our personal insurance service ensures you and your family are protected financially against any unforeseen health events. Whether you need to replace income, reduce debt, or be able to afford long-term health costs; life, total permanent disability, trauma, or income protection insurance can provide peace of mind and ensure that you and your family will be protected.

Every business has human participation in some aspect or another, and a director or significant person suffering a health event can financially disrupt a business’ growth or succession plans. This is why our trusted Brisbane financial planning team suggests buy/sell insurance combined with an appropriate legal agreement which can help a business when funding for an exiting director. This protects both your family and business structures while reducing the financial risk to all parties involved.

Setting your financial goals and lifestyle aspirations in place is the first step to any good financial plan. Our Brisbane financial planner will help you find clarity with what you want to achieve and then work alongside you to create a relevant roadmap with a strategic direction so you can control your destination. The partnership you develop with our Brisbane financial adviser team, will include regular reviews and ongoing support to ensure you create the necessary wealth to live the way you want.

Your cash flow determines every step of your financial plan which is why knowing your current cash flow needs and planning for future goals will allow us to create a solid roadmap for your finances. Knowing your cash breakeven point and net asset position is key to having peace of mind and by using simple yet effective budgeting tools and a detailed strategy, our Brisbane financial adviser will be able to set you up and hold you accountable to your goals.

Nobody wants to talk about the implications that come with death and nobody wants to burden those we leave behind. At businessDEPOT, our Brisbane financial adviser team discuss the financial impact of death on you, your family, your estate lawyers, your accountant, and tax adviser to make sure all things have been considered. If you don’t have your estate planning team in place just yet, don’t worry! We can bring together some, or all, of the team you need, and we can even facilitate a workshop for you and your family.

With so many rules and requirements for a trustee to adhere to, we work hard to educate, establish, and assist you through the entire SMSF process. Many people choose the SMSF way as taking control over their super is an attractive ploy, but that doesn’t mean they won’t need advice. Contribution strategies, pension planning, property or investment structuring all play a major role within the lifecycle of your fund, and you should seek personalised advice to ensure you are on the right track.

Maximising your potential in super, whether it’s self-managed or not, is more than just saving on costs or comparing performance. Our professional financial adviser Brisbane team can tailor your investments, help with developing a contribution strategy and implementing regular reviews are all key to making the most out of your super.

Business owners and executives typically find it hard to come across the time to prioritise personal affairs and, for post-retirement individuals, it can be challenging to no longer have access to the internal support that previously assisted with sorting your finances. At businessDEPOT, we offer a tailor-made ‘Personal CFO’ service where we organise, maintain, and monitor your personal finances on your behalf. We can project manage all those financial decisions you have been putting off and can be the central point for your personal affairs, working with all your key advisers – from bankers to accountants, solicitors, and insurance brokers – allowing you to check in with one person instead of five.

Business owners and executives are often time-poor and dealing with their personal affairs is low on the list of priorities. And for individuals post-retirement, it can be challenging if you no longer have access to the internal support team that previously pulled it all together for you. We offer a tailor-made ‘Personal CFO’ service where we organise, maintain and monitor your personal finances on your behalf. We can even project manage all those financial decisions you have been putting off.

We can be the central point for your personal affairs, working with all your key advisers – from bankers to accountants, solicitors and insurance brokers – allowing you to check in with one person instead of five.