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.
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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
with an adviser.
Goals meeting
with an adviser.
brisbane office
1/50 Chatswood Rd, Springwood QLD 4127, Australia
