Yellow Brick Road provides tailored financial strategies, offering expert advice on superannuation, investment portfolios, and retirement planning to help clients achieve long-term wealth security.
Top Financial Planners in Brisbane Australia - June 2026
Australia / Queensland / Brisbane
Discover the most trusted and expert financial planners in Brisbane, Australia. Our curated list helps you secure your wealth and plan for a prosperous future with professional guidance.
Comprehensive financial planning and wealth management services.
Details
- Year Founded: 2007
- Employees: 200-500
- Price Range: $$$
- Phone: +61 7 3040 6000
- Email: brisbane@ybr.com.au
About the Company
Pros
- Personalized advice
- Extensive network
Cons
- Corporate fee structure
- Appointment availability
Strategic wealth management for high-net-worth individuals.
Details
- Year Founded: 2003
- Employees: 50-100
- Price Range: $$$$
- Phone: +61 2 9239 0955
- Email: info@sentinelwealth.com.au
About the Company
Sentinel Wealth excels in complex financial scenarios, offering high-level strategic planning that aligns personal values with long-term financial prosperity.
Pros
- Bespoke strategies
- High expertise
Cons
- Minimum investment required
- Premium pricing
Local expert advice for retirement and investment growth.
Details
- Year Founded: 2012
- Employees: 10-20
- Price Range: $$
- Phone: +61 7 3180 3488
- Email: contact@fpbrisbane.com.au
About the Company
Focusing on the specific needs of Brisbane residents, they provide clear, actionable financial advice covering retirement, insurance, and investment strategies.
Pros
- Local market knowledge
- Transparent fees
Cons
- Small office staff
- Limited digital tools
Professional wealth management and holistic planning.
Details
- Year Founded: 1998
- Employees: 20-50
- Price Range: $$$
- Phone: +61 7 3210 2000
- Email: advice@capitalwealth.com.au
About the Company
Capital Wealth offers a client-centric approach, emphasizing sustainable investment growth and comprehensive financial structuring for families and professionals.
Pros
- Holistic view
- Detailed reporting
Cons
- Occasional long waits
- Complex contracts
Personalized wealth management and lifestyle planning.
Details
- Year Founded: 2015
- Employees: 10-30
- Price Range: $$$
- Phone: +61 7 3062 7000
- Email: hello@lumierefinancial.com.au
About the Company
Lumiere Financial stands out for its commitment to clarity. They simplify complex financial regulations, helping clients navigate superannuation and tax planning effectively.
Pros
- Clear communication
- Innovative strategies
Cons
- Premium service cost
- Limited regional presence
Financial planning designed for long-term stability.
Details
- Year Founded: 2005
- Employees: 30-60
- Price Range: $$
- Phone: +61 7 3394 3666
- Email: admin@oracleadvice.com.au
About the Company
Oracle provides reliable guidance on wealth accumulation and preservation, ensuring that your financial plan is robust against market fluctuations.
Pros
- Stability-focused
- Experienced team
Cons
- Traditional methodology
- Slower onboarding
Modern financial strategies for wealth growth.
Details
- Year Founded: 2018
- Employees: 15-25
- Price Range: $$$
- Phone: +61 7 3102 4444
- Email: info@ascendfinancial.com.au
About the Company
Ascend focuses on leveraging modern fintech to provide real-time updates and efficient management of your investment assets and superannuation funds.
Pros
- Tech-forward
- Responsive support
Cons
- Digital-first approach
- Less face-to-face
Tailored financial and estate planning services.
Details
- Year Founded: 2001
- Employees: 40-80
- Price Range: $$$$
- Phone: +61 7 3878 9999
- Email: contact@fortiswealth.com.au
About the Company
Fortis Wealth is dedicated to building enduring legacies, offering expert advice on estate planning alongside comprehensive personal financial management.
Pros
- Estate expertise
- Long-term vision
Cons
- Strict eligibility
- Limited office hours
Premium financial planning for serious investors.
Details
- Year Founded: 1995
- Employees: 50-100
- Price Range: $$$$
- Phone: +61 7 3333 5555
- Email: hello@bluechip.com.au
About the Company
Specializing in asset allocation and market strategies, Blue Chip Advice helps high-net-worth clients maximize their returns through disciplined planning.
Pros
- Market insights
- Strong performance
Cons
- High barrier to entry
- Conservative style
Comprehensive financial solutions for every stage of life.
Details
- Year Founded: 2011
- Employees: 25-45
- Price Range: $$
- Phone: +61 7 3221 1122
- Email: advice@horizonfinancial.com.au
About the Company
Horizon provides inclusive financial planning services suitable for young professionals starting their journey or those nearing retirement.
Pros
- Inclusive services
- Educational approach
Cons
- Very busy periods
- Standardized advice
Expert financial consulting and portfolio management.
Details
- Year Founded: 2008
- Employees: 30-50
- Price Range: $$$
- Phone: +61 7 3444 8888
- Email: info@apexwealth.com.au
About the Company
Apex provides strategic consulting that focuses on risk management and growth, perfect for those with complex income streams or business assets.
Pros
- Business focus
- Risk assessment
Cons
- Complex documentation
- Direct access limited
Reliable and transparent financial planning for families.
Details
- Year Founded: 2014
- Employees: 10-20
- Price Range: $$
- Phone: +61 7 3555 2222
- Email: connect@zenith.com.au
About the Company
Zenith is known for transparency in fees and clear investment strategies. They help families organize their financial future with ease.
Pros
- Fee transparency
- Friendly team
Cons
- Limited investment options
- Regional focus
High-standard wealth management and advisory.
Details
- Year Founded: 2004
- Employees: 20-40
- Price Range: $$$$
- Phone: +61 7 3666 9999
- Email: contact@pinnacle.com.au
About the Company
Pinnacle offers a high level of personalized service, ensuring every client's financial goals are met through rigorous planning and ongoing monitoring.
Pros
- Ongoing monitoring
- High attention
Cons
- Higher upfront costs
- Exclusive membership
Strategic investment and retirement planning.
Details
- Year Founded: 2009
- Employees: 15-30
- Price Range: $$$
- Phone: +61 7 3777 0000
- Email: advice@summit.com.au
About the Company
Summit Wealth assists clients in reaching their financial peak. Their focus on retirement readiness makes them a go-to for mature professionals.
Pros
- Retirement planning
- Clear milestones
Cons
- Lengthy consultation
- High service fees
Building sustainable wealth for future generations.
Details
- Year Founded: 1990
- Employees: 30-60
- Price Range: $$$$
- Phone: +61 7 3888 1111
- Email: support@legacy.com.au
About the Company
Focusing on wealth transfer and long-term asset management, Legacy Financial ensures your wealth supports your family for decades to come.
Pros
- Generational focus
- Comprehensive plans
Cons
- Niche audience
- Complex setup
Are you listed here?
Choose your badge style and add it to your website.
Preview
📋 Your Embed Code
Frequently Asked Questions
FAQ
What does a financial planner do?
A financial planner helps you manage your money, investments, and retirement goals to ensure long-term financial stability.
How do I choose the best financial planner in Brisbane?
Look for certifications, experience in your specific life stage, and transparent fee structures.
Are financial planners regulated in Australia?
Yes, they must be licensed by the Australian Securities and Investments Commission (ASIC).
When should I start financial planning?
It is best to start as early as possible to maximize the benefits of compound interest and strategic planning.
What is the cost of financial planning services?
Fees vary based on complexity, often involving flat fees, hourly rates, or a percentage of assets under management.
Do I need a financial planner if I have little debt?
Yes, a planner can help you build an emergency fund, insurance coverage, and investment strategies for future wealth.