Helping
people live
their best
financial life.

Coaching and providing them with the tools and assistance for them to live their best life. We do this through innovation, education and technology to deliver progressive holistic advice.

CLIENTS LOVE US
Great Advice
John Adams
John Adams
01:59 10 Mar 20
George and his team offer exactly what they say: ‘Great Advice’. Good to have knowledgeable people looking after you in volatile times.
Jon Cosmas
Jon Cosmas
06:57 21 Feb 20
Always a great outcome when dealing with these guys. Perfect for securing your financial future.
Kelly Hinton
Kelly Hinton
03:05 04 Dec 19
Very friendly staff who have genuine care and concern for their clients in helping them achieve their best financial life.
Joe Yang
Joe Yang
10:19 25 Nov 19
Great service
David Crawford
David Crawford
01:08 22 Nov 19
George and Dan are fabulous! Great Advice is so true to its name!
Chris Hughes
Chris Hughes
03:39 16 Oct 18
Professional, Reliable - Highly recommend.
Peter Dimitrious
Peter Dimitrious
08:58 19 Aug 17
Danika Downting
Danika Downting
01:10 26 Feb 16
George and his team at Great Advice go above and beyond. We are so stoked to have everything in order and working for us. George has taught us how important it is to start young, plan ahead and put in place our super & insurances, as well as starting the conversation on our longer term plan with investments. Organising your super and insurance can be a headache and something that is always on your to-do list. I would highly recommend hitting George and his team up for some great advice, EASE and a good laugh, because George is one of the most kind-hearted people we know. Thanks for all your help George.
Serge Radovanovic
Serge Radovanovic
00:44 26 Feb 16
My situation changed when I became a father and changed jobs, moving to Brisbane from the mines. I needed an outlook on my financial situation that was stable and secure for a growing family. George provided the right advice and set me up for a positive future. I feel secure knowing that none can take charge of my finances but me. Dan’s and George’s advice has been nothing but honest and empathetic. They know how to deal with any situation, no matter what the financial situation. George and Dan show professionalism and support when dealing with my portfolio. Their response to any question is prompt and easy to understand. They tailored my financial situation to my lifestyle and gave me a realistic view of what I can expect for my future. I would recommend anyone to take time out to chat with Dan or George. You won’t regret it.
Scott Anderson
Scott Anderson
04:03 24 Feb 16
Amazing how excellent customer service can make it easy to complete complicated things in life. Late last year I had to review my personal and financial position due to change of employment. Just wanted to say thank you very much to George in providing open, honest and professional advice. George took the time and effort to listen to my current needs and future requirements.The process of reviewing my current portfolio of superannuation funds, insurance policies and investments was streamlined and easy to understand. The written recommendation received was detailed and confirmed my preferences. The application process for setting-up my new super fund, insurance policies and investments was easy to complete and understood. Appreciate doing business with you and thank you also to Dan Hutchinson - Financial Analyst. All comes down to receiving the right solution, advice and service - well done and look forward to our annual conversations. I'll definitely be referring my family and friends to George.
Next Reviews

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planning for a family

How to get financially ready for a baby and know your options!

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words from our clients

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  • “My husband and I started our financial career relationship with Dan and George in a bid to better understand financial planning. As professionals we knew how to earn money and spend money, however when it came to financial planning, understanding insurance policies and investments we were novices. What really impressed us was they took time to get to know us, what was important for us as a couple and had a genuine interest in our family's future investment stability. What we have achieved with Dan and George was far more than this. After our first meeting, we had discussed some health issues I had experienced several years earlier, part of which was a stroke and highlighted to us two insurance policies we didn't even know we had that was claimable back when I had the stroke. Our total payout was $160,000. After working relentlessly with the insurance companies and taking the stress out of dealing with the insurance companies, they did all the talking for us. We so very much appreciate the professional help and advice in recommending investment options for our future. We find the entire team professional, kind, ethical, always contactable, helpful and easy to talk to. Their caring demeanour elicits our trust and respect and we would gladly and wholeheartedly recommend their services whenever possible to everyone.”

    Karen & Robert Hong
  • “Amazing how excellent customer service can make it easy to complete complicated things in life. Late last year I had to review my personal and financial position due to change of employment. Just wanted to say thank you very much to George in providing open, honest and professional advice. George took the time and effort to listen to my current needs and future requirements.The process of reviewing my current portfolio of superannuation funds, insurance policies and investments was streamlined and easy to understand. The written recommendation received was detailed and confirmed my preferences. The application process for setting-up my new super fund, insurance policies and investments was easy to complete and understood. Appreciate doing business with you and thank you also to Dan Hutchinson - Financial Analyst. All comes down to receiving the right solution, advice and service - well done and look forward to our annual conversations. I'll definitely be referring my family and friends to George.”

    Scott Anderson
  • “My situation changed when I became a father and changed jobs, moving to Brisbane from the mines. I needed an outlook on my financial situation that was stable and secure for a growing family. George provided the right advice and set me up for a positive future. I feel secure knowing that none can take charge of my finances but me. Dan’s and George’s advice has been nothing but honest and empathetic. They know how to deal with any situation, no matter what the financial situation. George and Dan show professionalism and support when dealing with my portfolio. Their response to any question is prompt and easy to understand. They tailored my financial situation to my lifestyle and gave me a realistic view of what I can expect for my future. I would recommend anyone to take time out to chat with Dan or George. You won’t regret it.”

    Serge Radovanovic

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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brisbane office

1/50 Chatswood Rd, Springwood QLD 4127, Australia

Sydney Office

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