We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle

Financial Advisors in Brisbane

Setch Group’s financial advisors Brisbane team is here to help you achieve your financial goals with tailored advice and strategies. As Brisbane grows as a vibrant, modern city, residents face unique financial challenges such as rising property costs, increasing living expenses, and planning for the future in a dynamic economy. Whether planning for retirement, growing your wealth, or managing your finances, our expert team provides the guidance you need to create a secure and prosperous future.

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Tailored Financial Solutions With Brisbane Financial Advisors

Every financial journey is unique, and our financial advisors in Brisbane understand the importance of creating a plan that reflects your specific circumstances and aspirations.

Our bespoke services include:

  • Superannuation optimisation: Helping you grow your retirement savings with diversified investments and structured contributions.
  • Property investment advice: Providing insights and strategies to navigate Brisbane’s dynamic real estate market.
  • Risk management: Protecting your assets and loved ones with tailored insurance plans.

Brisbane residents often seek guidance on balancing lifestyle costs with long-term wealth creation, debt management, planning for major life milestones, or preparing for early retirement and estate management. Our financial experts offer the clarity and confidence you need to make informed financial decisions.

Additionally, we help clients optimise tax strategies, explore ethical investments, and prepare for wealth transitions. From setting up your first investment portfolio to ensuring intergenerational wealth transfer, we’re here to support every stage of your financial journey.

Our financial planners advisors Brisbane team ensures that every decision you make is backed by expertise and a strategy designed to meet your unique goals.

Our reach extends beyond Brisbane, offering seamless support through nearby areas, including financial advisor West End and financial planners in Brisbane South, ensuring expert advice is always accessible.

Partner With Trusted Brisbane Financial Advisors

At Setch Group, we take pride in our commitment to delivering transparent and results-driven financial advice. Working with our Brisbane financial advisors means:

  • Personalised strategies tailored to your financial goals.
  • Simplified and actionable advice for complex financial decisions.
  • Ongoing support to adapt to life’s financial changes.

Our clients value our approachable style and dedication to building lasting financial success. Whether you’re just starting your financial journey or managing significant wealth, we provide the tools and expertise needed to thrive.

Why Work With Brisbane Financial Advisors?

Brisbane is a city that combines modern convenience with a relaxed lifestyle, offering its residents the best of both worlds. However, navigating the rising cost of living and property markets can be challenging without expert financial advice. Our Brisbane financial advisors specialise in creating customised solutions to help you achieve financial independence.

Start Your Financial Journey With Financial Advisors in Brisbane

Take the first step toward a secure and prosperous future with Setch Group. Contact our expert financial advisors Brisbane team today for a no-obligation consultation, and let’s create a personalised plan for you.

Frequently asked questions

A financial advisor provides expert guidance to help clients manage wealth, optimise superannuation, and prepare for retirement. Crafting tailored strategies helps you make informed decisions that support long-term financial growth.

A financial planner can help you achieve financial independence by offering advice on budgeting, investing, and preparing for significant life events. They ensure your financial plans align with your goals and adapt as your circumstances change.

Our financial advisors in Brisbane begin by understanding your unique goals and financial circumstances. We then develop a customised plan that reflects your aspirations, using diversified investments and tax-efficient planning strategies.

Setch Group offers full financial services, including superannuation optimisation, property investment planning, risk management, and retirement strategies. Our holistic approach ensures every aspect of your financial life is covered.

Absolutely. It’s never too late to work with our financial planners advisors Brisbane team to optimise your finances and prepare for a secure retirement. We help you maximise your resources and create a realistic plan based on your current situation.

Personalised Advice

Sophisticated Investment Strategies

Cost-Effective Solutions

Comprehensive Financial Education

Case studies

Superannuation and Debt Management

Robert is 59 years old and single. He earns over $150,000 but still has a mortgage, a car loan and personal debt, and is somewhat exposed to rising interest rates.

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Mortgage, Investments and Insurance

Costa and Susan have two children and are in their early thirties. They have a mortgage and surplus savings, they are looking for ways to accumulate wealth and want to consider insurance.

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Retiring Early

Matthew is 49 years old and has children from a previous relationship. He has a house, a car, a boat and a motorbike but a low super balance.

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Portfolio Construction and Wealth Management

Peter and Aisha are in their 40s. Peter is in the construction industry but has not been happy with the performance of his superannuation. He notices that many of the large superannuation funds have investments in office buildings and is curious how infrastructure projects will perform financially as interest rates rise and the risks of these assets classes.

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Investments and Superannuation in the context of Relationship Separation

Sandra is 52 years old and has recently separated from her partner. Sandra owns a house with a mortgage from a previous relationship, and she owns a property with her recent ex-partner, and is looking for guidance in relation to the financial aspects of the separation and how to manage her investments and superannuation.

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Insurance and Wealth Accumulation

Robin and Noa have two young children and are 40 years old. Robin earns close to $90,000 and Noa earns close to $160,000. They have a mortgage and a personal loan, with monthly savings of about $750.

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Financial advice for Blended Families

Weng and Karen are 62 years old and 54 years old respectively and have non-dependent children from previous relationships. They have been divorced.

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Financial Advice for Young Families

Patrick is a devoted father with a young family. He has a solid income and wants his superannuation to work hard for his family’s future. Like many Australians, his superannuation contributions are directed to a fund selected by his employer, which includes basic insurance arrangements. Patrick's scenario is common for people with growing families.

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Wealth Accumulation including Ethical, Sustainable and Governance Investing

Thao is in her late twenties and single. She recently bought an apartment but is renting, and has an interest in wealth accumulation with an ESG theme. Further, one of her friends was in an accident and did not have insurance in place.

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Insurance

Brydon is 37 years old and has been working in the mining industry and contributing to a default superannuation fund offered by his employer. His family circumstances have changed significantly since he started working, in that he has a partner and two children.

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