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.

For many Muslim Australians, financial planning involves an additional consideration: how to work towards financial goals while ensuring investment decisions remain consistent with their values. Traditional investment portfolios and superannuation funds may have exposure to businesses or financial activities that some investors prefer to avoid based on Islamic investment principles.
Our approach considers your financial objectives alongside your investment preferences to help develop an appropriate long-term strategy.

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.

What Is Sharia-Compliant Investing?

Sharia-compliant investing is an approach to investing that considers Islamic principles when determining which companies, industries and financial structures are appropriate for an investment portfolio.
Investment screening commonly considers both the activities of a business and certain financial characteristics.

This may involve avoiding or restricting exposure to businesses substantially involved in activities such as alcohol, gambling, conventional interest-based financial services, other activities considered inconsistent with the relevant Sharia investment methodology.

Financial screening may also consider factors such as a company's level of interest-bearing debt and interest-derived income. Different Sharia screening methodologies and standards can produce different outcomes. For this reason, it is important to understand the methodology applied to an investment rather than assuming that every product marketed as Islamic or Sharia compliant applies identical criteria.

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.

Depending on your circumstances, this may include:

Sharia-compliant investment strategies
Halal investment options
Superannuation
Sharia-compliant superannuation options
SMSF investment strategies
Retirement planning
Wealth creation
Personal insurance considerations
Estate planning
Ongoing portfolio management

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.