The financial planning scene in Brisbane is populated, but Financial Advice Matters is one that has been familiar to the residents of the city for a decade.

One of the qualities that stands out for the firm is the number of services they offer. Their range from simple Budgeting, to Debt Management, to Tax, and more, gives them a good chance at being considered one of the best at what they do.

After speaking with several of their clients, we discovered that some of them have been with Financial Advice Matters for over two decades. You wouldn’t stay with a company that long if they weren’t any good, right?

They might call often for clarifications, which could be a hassle. But we thought that if that many people trust them for fixing their problems, then that should be enough to skyrocket them to be multi-time ifa Excellence Awards finalists for multiple years now.

Making things possible

We have been customers of this firm in its various iterations for over 20 years, and they have undoubtedly made it possible for us to retire comfortably & debt-free, something we would not have achieved on our own… We unreservedly recommend these trustworthy professionals to anyone who could benefit from sound financial advice.

Glenn Garside | Google Review

Wonderful to work with, professional, and very much in our corner

My wife and I have been using the services of Financial Advice Matters Group for over 20 years. I would have to say that if it hadn’t been for the financial plan we put in place in partnership with FAM all those years ago, we would not be as financially comfortable in retirement as we are today… Our financial advisers during that time have all been wonderful to work with, professional, helpful and very much in our corner. My wife and I can’t praise FAM and its people enough, so pleased we started this journey all those years ago.

Peter Neeson | Google Review

They’ve only been around for 8 years, but Direct Wealth has the numbers when it comes to presenting what they are capable of. Talk about being a good young player in the big leagues, yeah?

If that’s not enough, we observed that their people are really confident in their profession. After all, they’ve assisted thousands of clients including us, and we can say that they’re quick in giving updates.

Direct Wealth provides a staggering amount of services that caters to even the most complex situations, and we think that’s ideal when choosing a financial planning firm–one that is somewhat of a one-stop shop to save you from stress!

Although one client we spoke with stated their dissatisfaction with their experience. They mentioned receiving a wrong superannuation fund that was taken 10 months earlier. However, they also stated that the firm was willing to solve the issue quickly.

And, despite that client feedback putting a bit of doubt in our minds, we find comfort with the fact that they were quick to act. Besides, if you’re already anxious about the future, what’s better than a firm that’s willing to set things straight in the present.

Their client service is a personal relationship

Direct Wealth has always had a fantastic, client focused, efficient relationship with their clients, and we are very happy with the way that they interact and work with us to ensure a safe, secure, profitable outcome for us in our retirement. Their client service is a personal relationship which suits the way we prefer to operate, but it makes our financial planning very easy, yet driven by a professional commitment to best practice in their field. We are very happy to be clients of Direct Wealth.

John Butler | Google Reviews

Very professional and knowledgeable business

Since changing over from another Financial Advisor to Direct Wealth two years ago I find them to be a very professional and knowledgeable business. I recently had my yearly review with Ben, and I was very impressed with the way my finances are being looked after. I look forward to my next review. I would certainly recommend Direct Wealth to any interested prospective client.

Philip Reinmuth | Google Reviews

While other firms boast awards, numbers, or years in service, what impressed us most about Blue Tree Financial Planning is how they have rapidly built a strong community that is satisfied with what they offer in a short span of time.

With the oldest reviews being just four years ago, we observed that despite this fact, no clients have had dissatisfactions with the firm. After speaking with those loyal partners, we discovered that they are indeed a financial planning group that is, say, humanistic. 

And it hurts for us to say, but Blue Tree Financial Planning does not offer the same variety of services that other firms have. However, they do cover a lot of the common and important ones that clients seek. In other words, all the important stuff is there. 

Although the lack of a more proven track record and less variety of services compared to their competitors affects their overall grade, we think that the firm deserves to be on the list as they are a serviceable partner in your financial journeys.

They went above and beyond to assist us, and we don’t even have concrete plans yet!

Helped us through a very difficult time

The team at Blue Tree Financial Planning have been nothing short of amazing helping us not only set up required Insurance cover and future financial planning but through a very difficult time after a major health diagnosis of my husband. They have assisted with every step required  with lodging of a TPD claim and crisis recovery claim with the Insurance company and are very supportive through the whole process. Without their expertise we would have been under insured and at risk of losing our home.

Kelli Sugars | Google Reviews

Careful to explain any and all the details in terms I can understand

I have found Blue Tree to be very easy and friendly  to deal with. Always available when I have questions or need clarification on details. Maree and the rest of the team always act very professional and are careful to explain any and all the details in terms I can understand. Often that means they have to be very patient sometimes, but it never seems to be a problem. I am very happy with their service and feel very safe and confident that my investments and super are in very caring and capable hands.

Rod Foster | Google Reviews

The decade-old True Journey Financial Planning considers providing their client with a complete wealth management experience as their ultimate goal. When we approached them, we already felt the passion as if we were gonna be rewarded for choosing them!

However, their options are very limited because the firm is very specific in what they do. This means that competitors have the edge over the firm as some situations are not catered. Not yet, at least.

Despite this, we found that they have a unique offering of having a custom plan, meaning they do not offer any packages as, according to them, they understand that every client’s story and circumstances are different.

This is how they make long term partners between advisors and clients: through unique connections. We found that to be admirable and interesting because handling money is already worrisome, so why not make friends with the people helping you?

Still, we believe that being more versatile in the industry is an advantage, especially given how many firms that offer more services exist. But if what they offer caters to you, you’re in for a treat as they’ll educate you and make processes simple!

Committed to find what worked best for us personally

My partner and I were recommended to Tamara and are very happy we made an appointment! She was thorough, professional and respectful of our time and goals regarding our superannuation. During our meetings, she very clearly laid out the positives and negatives of different approaches and was committed to finding what worked best for us personally. Her team took on all the paperwork and made it super simple to get everything running. She answered all our questions promptly and professionally while still feeling like a friend we could reach out to with any queries. I highly recommend True Financial!

Holly Stephenson | Google Reviews

We are confident in leaving our finances and future

My wife and I highly recommend True Journey FP. Tamara explains complex financial matters in a way that we are able to digest and understand with ease. Every interaction is positive and I can honestly say that we are confident in leaving our finances and future in Tamara’s more than capable hands, and that is not said lightly.

Andy Heironymus | Google Reviews

Given their goal of helping people achieve their dream financial future by empowering them to make smart decisions, My Wealth Solutions focuses on tailored advice for their clients that prioritizes practicality. Talk about formality and urgency, no?

We also found the firm to be one of the biggest financial planning firms not just in Brisbane, but even in other places in the country. That should give you a hint that they are capable of providing the right solutions regardless of your situation!

Their catalogue of services stretches out from the most specific circumstances to the most broad, both of which are helpful in gauging what us clients would really need.

Additionally, what we found most appealing about them is that they are focused on the step-by-step process, meaning they are very hands-on with how you will be progressing through the solutions they provide. If something goes wrong, they take action.

They can be quite pricey because of their reputation, though. However, if you wanna immediately consider a large firm that provides more hands-on guidance, then this is the place for you!

Everything has been so easy, transparent and it’s all tracking very well

This is the first time we’ve sought financial advice at 55, looking how to best set things up to potentially transition to retirement. From our first meeting with Daniel a year ago we felt comfortable, informed and now we are on track to reach our goal of retirement. Daniel explained everything in a way we could easily understand with different options and outcomes. Everything has been so easy, transparent and it’s all tracking very well. Very professional team all round whenever I get in contact. I wouldn’t hesitate to recommend and only wish we’d have done it earlier.

Tricia Baker | Google Reviews

They have extensive knowledge, no hesitation in recommending them

We saw My Wealth for superannuation and future retirement, they have extensive knowledge and we have felt quite at ease knowing they are up to date with all the laws around super. Hayden is so professional and very helpful with our questions. No hesitation in recommending them.

Kathy Curwen | Google Reviews