Financial Planner
Brisbane
Making important financial decisions can become increasingly complex as your wealth, family and responsibilities grow. Straight Path Financial Planning provides personalised financial advice in Brisbane to help you understand your options and develop a strategy aligned with your goals.
Our Values
Financial Advice in Brisbane Built Around You
Personalised Financial Advice to Help You Plan, Build and Protect Your Future
Initial Financial Assessment
A complimentary meeting to discuss our services, fees, and gather details to tailor personalized advice.
Initial Adviser Consultation
We present our research, discuss findings, and explain actionable recommendations tailored to you.
Statement of Advice
We will review our recommended changes and ensure you understand and all changes align with your best financial interests.
Why Choose Straight Path Financial Planning?
Personalised Financial Advice to Help You Plan, Build and Protect Your Future
Straight Path Financial Planning is based in Brisbane and provides financial advice to individuals and families across the region.For clients outside Brisbane, online consultations allow us to provide financial planning services across Australia. If you've searched for “financial advice near me” or a “financial planner near me”, choosing an adviser isn't simply about finding the closest office.
It is important to consider the services provided, the adviser's qualifications and authorisations, how they approach financial planning and whether they understand your goals and circumstances. Straight Path Financial Planning is based in Brisbane and provides face-to-face financial advice locally, with online appointments also available for clients throughout Australia.
Personalised Financial Strategies
There is no single financial strategy suitable for everyone.Your recommendations should reflect your financial circumstances, objectives, investment preferences, timeframe and tolerance for risk.
Our advice process is designed around those individual factors rather than applying the same strategy to every client.
Financial decisions made today can influence your position for many years. Professional financial advice can help you understand your options, identify potential risks and opportunities and develop a structured approach towards your financial objectives.
Advice Across Different Stages of Life
Your financial priorities can change considerably throughout your life.
You may initially be focused on building wealth and investing, before turning your attention towards maximising superannuation, protecting your family and eventually preparing for retirement.
Financial planning can bring these different areas together into one coordinated strategy.
Ongoing Financial Advice
Financial planning doesn't necessarily end when your initial strategy is implemented.
Markets change. Legislation changes. Your income, family circumstances and priorities may also change.
Where appropriate, ongoing financial advice and regular reviews can help ensure your strategy continues to reflect your circumstances and long-term objectives.
People seek financial advice for many different reasons.
You may benefit from speaking with a financial planner if you are:
Building an investment portfolio
Reviewing your superannuation
Approaching retirement
Considering additional super contributions
Looking to protect your family financially
Reviewing your existing personal insurance
Managing a significant change in income
Planning for your family's financial future
Unsure whether your current financial strategy remains appropriate
Look for professional guidance before making an important financial decision.
You don't necessarily need to wait until you have accumulated significant wealth before speaking with a financial adviser.
The appropriate time to seek advice depends on your circumstances and the financial decisions you are considering.
Investment
Investment Advice
With our expert guidance, we simplify the complexities of investing, helping you make confident decisions.
Building wealth requires more than simply choosing investments that have performed well in the past.
Our investment advice considers your objectives, investment timeframe, financial position and tolerance for risk before recommending an appropriate strategy.
This may involve diversified portfolios using investments such as managed funds, ETFs and other investment structures where appropriate.
We can also provide ongoing portfolio reviews to help ensure your investment strategy continues to reflect your circumstances and objectives as they change.
Superannuation
Superannuation Advice
Creating tailored investment strategies for your superannuation
Superannuation can become one of your largest financial assets, yet it is often overlooked until retirement approaches.
We provide superannuation advice to help you understand your existing arrangements, investment options, contributions and how your super fits within your broader financial strategy.
Depending on your circumstances, this may include reviewing contribution strategies, investment allocations, insurance held through super and your longer-term retirement objectives.
Retirement
Retirement Planning
Our goal is to help you develop a retirement strategy designed around your desired lifestyle, financial position and long-term objectives.
Retirement planning involves much more than determining when you want to stop working.
Your retirement strategy may need to consider superannuation, investments, retirement income, taxation considerations, government benefits and how much you expect to spend throughout retirement.
We help clients understand their financial position and develop retirement strategies based on their desired lifestyle and long-term objectives.
Whether retirement is approaching or still many years away, planning earlier can provide more opportunities to prepare.
Insurance
Personal Insurance
Understand the differences between the different insurances that are provided by Superfunds and let us assess which ones are in the best interest of your home.
A strong financial strategy should consider not only how you build wealth, but how you protect yourself and your family if something unexpected happens.
We provide advice across personal insurance including:
Life Insurance
Total and Permanent Disability (TPD) Insurance
Income Protection
Trauma Insurance
The appropriate type and level of cover will depend on factors including your income, debts, family circumstances, existing assets and financial responsibilities.
TTR Strategy
Transition to Retirement
By using TTR pensions, individuals can supplement their income while maintaining superannuation growth
For Australians approaching retirement, a Transition to Retirement strategy may provide additional flexibility around how you work, contribute to superannuation and access retirement savings.
Whether this type of strategy is appropriate depends on your age, employment circumstances, superannuation position and broader financial objectives.
We can assess whether a Transition to Retirement strategy is suitable for your circumstances and how it could fit within your overall retirement plan.
Estate Planning
Estate Planning
Estate planning can help ensure your assets and financial affairs are structured in accordance with your wishes, alongside appropriate legal advice where required.
Estate planning helps ensure your assets and financial affairs are structured appropriately if you die or become unable to manage your affairs.
As part of the financial planning process, we can help identify estate planning considerations and work alongside appropriately qualified legal professionals where legal documentation is required.
This may include considering superannuation beneficiary nominations, ownership structures, insurance and how different assets form part of your estate.
Ask Questions
Frequently Asked Questions
Find quick answers to common questions about our services, process, and overall dedicated client support team.
Straight Path Financial Planning is located in Eight Mile Plains, Brisbane. We provide face-to-face financial advice to clients across Brisbane and surrounding areas, with online appointments available to clients throughout Australia.
What does a financial planner do?
What is the difference between a financial planner and financial adviser?
How much does financial advice cost in Brisbane?
Do you offer free financial advice?
Is financial advice worth it?
When should I speak with a financial adviser?
Can a financial adviser help with superannuation?
Can a financial adviser help with retirement planning?
How do I find financial advice near me?
Do you provide financial advice outside Brisbane?
Didn’t find your answer?
We’re here to help—contact us anytime with your questions or project details.
Build a Strategy That Supports Your Long Term Goals.
Take the next step towards a clearer financial future. Speak with our team about your goals and find out how personalised financial advice may help.