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pre-retirement & retirement planning specialists

Make the rest
of your life,
the best of
your life

Retiring in the next few years? Already there? We'll help you figure out your super, your pension entitlements, and how to make it all last. We're in Springwood and we've been at it for over 15 years.

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5.0 stars on Google from over 50 reviews. We've been helping families across Brisbane's south side plan for retirement for over 15 years. We know our clients by name — that's the whole point of being a small practice.

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 Akumin Financial Planning?

A: Great Advice is a Corporate Authorised Representative (CAR) of Akumin Financial Planning. In simple terms, we have employed the services of Akumin 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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brisbane office

1/50 Chatswood Rd, Springwood QLD 4127, Australia

Sydney Office

Coming Soon

Our Services

Have I got enough to retire? Should I consolidate my super? Am I eligible for the Age Pension? What about aged care for Mum and Dad? These are the conversations we have every week. We'll look at your numbers, give you a straight answer, and put a plan together.

Your Local Financial Adviser

Shop 1, 50 Chatswood Road, Springwood. Most of our clients are within 15 minutes — Logan, Daisy Hill, Shailer Park, Rochedale, and across the south side. The kettle's always on.

Multi-award winning
Top 3 rated in Logan City every year since 2016

Three Best Rated 2016 — Best Financial Services Logan CityThree Best Rated 2017 — Best Financial Services Logan CityThree Best Rated 2018 — Best Financial Services Logan CityThree Best Rated 2019 — Best Financial Services Logan CityThree Best Rated 2020 — Best Financial Services Logan CityThree Best Rated 2021 — Best Financial Services Logan CityThree Best Rated 2022 — Best Financial Services Logan CityThree Best Rated 2023 — Best Financial Services Logan CityThree Best Rated 2025 — Best Financial Services Logan CityThree Best Rated 2026 — Best Financial Services Logan CityThree Best Rated 2016 — Best Financial Services Logan CityThree Best Rated 2017 — Best Financial Services Logan CityThree Best Rated 2018 — Best Financial Services Logan CityThree Best Rated 2019 — Best Financial Services Logan CityThree Best Rated 2020 — Best Financial Services Logan CityThree Best Rated 2021 — Best Financial Services Logan CityThree Best Rated 2022 — Best Financial Services Logan CityThree Best Rated 2023 — Best Financial Services Logan CityThree Best Rated 2025 — Best Financial Services Logan CityThree Best Rated 2026 — Best Financial Services Logan City