What we love about My Wealth Solutions is that they thoroughly review the different financial status of clients before proceeding to any planning. 

We admire the guys from My Wealth Solutions for aligning the financial plan they’re preparing with our future goals. They also heavily considered our budgets, which will help us in sustaining the specific plans moving forward.

What’s great about the company is that they have a comprehensive process in helping all clients in their specific financial goals, whether they’re short-term or long-term. We love that we even got a call soon after our initial enquiry.

It’s quite commendable that the financial advisors from My Wealth Solutions take their time in assessing the current financial standing before setting the first face-to-face meeting. This tells us that they are always equipped with the right information from the get-go.

This also prevents us from setting too many in-person meetings, which will let us focus on other important tasks and errands.

On top of that, what we like about the company is that they do not jump to the next step right after the initial meeting. We admire them for doing intensive research, which definitely helps minimise financial risks.

However, due to a high volume of calls, we’re not surprised that it may take a while before receiving an email response from My Wealth Solutions. Visiting their office could be a better option.

Another thing that we like about the company is that it offers a CARE Investment Philosophy, which can give access to seminars, coordination with investment committee members, and receive economic updates. 

This policy can provide extra peace of mind to each customer, knowing that all investments can deliver long-term returns, with limited management on client’s end.

Lastly, we like that customers aren’t charged with fees should they think the company’s recommendations won’t suit their needs.

Another company with an outstanding team of financial advisors is Nexus Private Wealth Management.

We like how the company commits to maximise in-person meetings, which helps manage our time well. With this, Nexus Private Wealth Management prepares a questionnaire which should be sent 48 hours before the meeting.

In doing so, the company gets an overview of our plans and current financial standing, which they will use in curating the best possible financial advice and plans.

We also commend them for offering free consultations, which lifts off any commitment pressure. This also allows us to review their initial plans and check if they are a good fit to our financial goals.

It’s also worth mentioning that the company has free downloadable e-books on their website, which we think is totally helpful in providing in-depth knowledge about investments and debt management, just to name a few.

The company also emphasises that their staff members and financial advisors rely on salaries. This tells us that we need not worry about additional professional and service fees that could incur.

For clients who have an existing financial consultant, we admire that Nexus Private Wealth Management is willing to provide consultation for other financial needs.

Though the company’s client service team provides prompt responses, we still have reservations with the company’s slow financial process. With this, a quick turnaround time is less likely if we’re availing the company’s services.

When it comes to services, Virtual Financial Advice hits all the right notes. They’re like your financial fairy godmother, always there to sprinkle some money wisdom. 

From retirement planning to investment strategies, they’ve got it covered. We’ve never felt so financially pampered.

With Virtual Financial Advice, we can kiss those office visits goodbye.

Who needs the hassle of putting on pants when we can get top-notch financial advice from the comfort of our couch? It’s like having a money expert on speed dial, minus the awkward small talk.

Reputation? Oh, they’ve got that in spades!

Virtual Financial Advice is like the Beyoncé of the finance world. They’ve got a reputation that shines brighter than a diamond-encrusted piggy bank.

We couldn’t find a single negative review, and trust us, we looked. Talk about having street cred in the money game.

Now, let’s get down to the nitty-gritty: cost. Virtual Financial Advice manages to strike the perfect balance between affordability and quality.

It’s like getting a financial buffet at fast-food prices. They don’t believe in charging an arm and a leg for their expertise. 

The best part? They speak our language! 

Virtual Financial Advice knows how to keep it real. No jargon-filled mumbo jumbo here.

They break down complex financial concepts into bite-sized, easy-to-digest nuggets of knowledge. It’s like having a financial conversation with your best friend over a cup of coffee.

However, they operate on an appointment basis on weekends. We advise checking in with them to book your slot.

Since 1970, Tupicoffs has been providing financial planning and advice to Brisbane residents.

It’s quite notable that all financial advisors of Tupicoffs are members of the Financial Planning Association. In fact, they are the first practice to be awarded with this recognition, which signals the company’s excellent workmanship.

This also gives us more confidence that the company ensures to follow the industry’s strict guidelines, backed up with their advisors’ high-level education standing.

Because of this, we’re not surprised to see a number of awards attached to the company’s name. Since 2006, Tupicoffs has been recognised for their best practices and money management plans.

They recently won the 2021 FPA Paraplanner of the Year, 2021 FPA Certified Financial Planner of the Year, and 2019 Financial Standard Power 50, just to name a few.

However, Tupicoffs are not one of the most affordable financial advisors in the city. They may not be the best ones to tap for those who are working on a more conservative budget.

On a lighter note, what we like about the company is how they keep up with today’s technological advancements. With this, Tupicoffs clearly discussed their steps in securing valued financial information as they take a leap into the digital scope.

We like that they provided interactive videos about their online security, which we think helps us get more peace of mind, knowing that our privacy will remain protected.

We also commend the team for making a checklist of all necessary requirements from the get-go, which helps speed up the initial assessment.

We also appreciate that we get a complete list of services and fees soon after the initial meeting, helping us determine our budget well before we proceed with the company’s services.

From initial meeting to finally availing their financial advice, Qualia Wealth is known to provide Brisbane residents with a personalised walk-through of their financial solutions.

What we love about them is that during consultation, the company’s friendly financial advisors would help us understand each service, which allows us to comprehend it well.

This also helps us determine which specific financial solution suits our goals and budget well. We like how the guys from Qualia Wealth ensure that all their clients are involved from the get-go.

On top of that, the company sets regular appointments and check ins, which allows us to check our current financial standing. Whether it involves short-term or long-term goals, it’s important that we have a company that remains proactive.

Even better, the company’s team of experts make sure that they use friendlier financial terminologies when coordinating with clients. We think that this is a thoughtful touch, knowing that we can easily understand their simplified financial concepts.

It’s also quite notable that we can easily book an initial phone meeting with Qualia Wealth. This allows us to coordinate all our initial questions before setting up a face-to-face meeting, which we think provides more convenience to their clients.

However, it took us quite some time to get in touch with a call representative as their lines are a bit busy. We suggest exerting more patience when calling their hotline.

At Roskow Independent Advisory, we experienced exceptional financial guidance tailored to our needs. Their comprehensive services left us impressed and confident in our financial decisions.

Convenience is key, and Roskow delivered. Their efficient online platform made accessing and managing our accounts a breeze, empowering us to stay in control of our financial future.

Reputation matters, and Roskow has earned our trust. Their stellar track record and glowing client testimonials speak volumes about their expertise and commitment to client satisfaction.

Cost can be a concern, but Roskow proved to be worth every penny, which we love. Their transparent fee structure ensured we knew what we were paying for, without any surprises or hidden charges.

We were also thrilled with Roskow’s personalized approach. Their team took the time to know our unique financial goals and aspirations, crafting a customized plan aligned with our vision.

Navigating the complex world of finance can be daunting, but Roskow simplified the process. Their clear explanations helped us grasp complex concepts and make informed decisions, empowering us to take charge of our financial well-being.

We appreciated Roskow Independent Advisor’s proactive communication. Their timely updates and regular check-ins demonstrated their commitment to keeping us informed and involved every step of the way.

However, they’re closed on weekends. We advise booking an appointment ahead of time to guarantee a slot.

Joining our list of the best financial advisors in the city is Scott Wealth Financial. Their vast range of services covers services both for individuals and business owners, which we love.

We commend the company for introducing their Plan, Nurture, & Achieve business mode, which provides a much clearer approach in their financial planning session.

This detailed process helps the company in providing a more comprehensive plan that suits our budget and our financial goals well.

The company is also known to have knowledgeable associates and financial advisors, who remain fully aware of the current economic stand, and possible financial risks.

On top of this, we also like that the company carefully considers constant changes in terms of work, personal aspects, and even government regulations. Because of this, we can expect that the company will always keep us in the loop.

We also appreciate that our initial consultation is free of charge, which allows us to coordinate all our queries and clarification first before we move forward with the actual financial planning. 

With this, we can also gather more important documents needed before we proceed with any partnership with Scott Wealth Financial.

However, we’ve encountered some email response delays. We suggest calling their hotlines to get prompt responses.

Overall, we think that because of their outstanding client relations and their quick turnaround time, Scott Wealth Financial is worth a shot.

We turned to Horizon Wealth Advisory for financial planning services and were impressed by their high-quality advice tailored to our needs. Their advisors took the time to understand our financial goals and provided clear strategies to achieve them, demonstrating their expertise.

In terms of efficiency, Horizon Wealth Advisory streamlined the planning process efficiently. They were responsive to our inquiries and promptly followed up on action items, ensuring progress was consistent and transparent.

Regarding affordability, Horizon Wealth Advisory offers competitive rates for their services. Their fee structure was transparent, with no hidden costs, which gave us confidence in their commitment to fair pricing.

Moreover, Horizon Wealth Advisory’s facilities are modern and conducive to productive meetings. Their office environment was welcoming and professional, enhancing our overall experience during consultations.

Transitioning to customer service, Horizon Wealth Advisory’s team was approachable and attentive throughout our engagement. They maintained regular communication and were proactive in providing updates and adjustments to our financial plan as needed.

Horizon Wealth Advisory stands out as a reliable partner in financial planning, delivering high-quality services with efficiency, affordability, and a conducive environment for client meetings. Their dedication to client satisfaction and comprehensive approach make them a trustworthy choice for anyone seeking sound financial advice.

For years, huge banks and companies have pushed financial advising by attempting to sell you a product. They’d start with the things you already have and try to help you by switching you to theirs or products for which they earn a commission.

As their names suggest, they begin someplace distinct. They begin with your what-ifs and ambitions. They begin where you want them to begin. Then they embark on a journey together via a concrete, helpful, and sometimes life-changing financial strategy.

When you use their financial advisory services, they will first assess your financial situation to determine where you need to focus your efforts. They will then report on your assets and obligations, as well as future needs, and produce desk top assessments on properties you hold or want to buy.

Following that, they will interact with you to discuss tax and strategies to minimize it, as well as assist you identify your short, medium, and long term financial objectives. After learning about your financial situation, they will discuss investment possibilities, risks, alternatives, and timeframes, as well as show you what fees you are now paying within super and how they compare.