Life can be difficult. Take control of your financial future.

Book a meeting

Clients We Serve

Serving the following clients since 1989

Engineering & IT Professionals

The engineering and IT professions are unique to other industries, which provide both opportunities and challenges. Optimising strategies ensures clients maximise their financial future, and allow them to focus on building their career.

SME

Small and Medium Sized enterprises are at the core of our business and have been for over 25 years.

Legal Professionals

We have worked extensively in the legal industry, to cater to the specific needs unique to the legal profession.

Environment & Socially Conscious

We have a strong history of managing socially and environmental investment portfolios, and are driven to ensure our clients can achieve their environmental goals.

Medical Professionals

Medical professionals have a unique situation, and often require complex needs. Having serviced medical professionals for over 15 years, we understand the complex nature of managing their finances.

Builders & Trades

We work with hundreds of qualified builders and Trades people, and have extensive experience with their unique situation and needs.

I have been a client of Queensland Financial Group for the past 24 years. During this time, I have found the staff to be focused on my needs as a customer, valued my relationship, and provided product options that best suit my individual and family needs. I look forward to working with QFG into the future.

Mike, Wynnum West

Gene and his team have looked after us extremely well for more than 20 years. During a life changing health experience, Gene gave us some amazing support for which we are truly grateful.

Now we are retired we are reaping the benefits of their experience, advice and encouragement, and will continue to do so with their ongoing support and guidance.

The next generation of our family is also benefitting, with our adult children also clients of Gene.

Mark, West End

I would like to thank you for your “lifesaver” managing my insurance Claim with Comminsure. You do not know how it has saved the financial status of our Family and particularly me with regards to life changing events. To all those doubters of Insurance I am living proof it works.

David, Burbank

Trustworthy, ethical, clear and objective advice. With total transparency of fee for service arrangement.

Julie, MACGREGOR

Reasonable price
Gene was fantastic to work with. He provided clear, honest advice and guided me through my financial planning, super, insurance and investment options with professionalism and care. He made the entire process easy to understand and I felt he had my best interests at heart. Highly recommend Gene to anyone looking for a knowledgeable and trustworthy financial advisor.
Services
Financial planning, Retirement savings consulting, Investment advising

Marie

We have been dealing with Queensland Financial group for a few years now and have found them to be very knowledgeable and have helped us greatly with our financial matters. Also Gene and the team are very friendly and easy to talk to. We would highly recommend them

Mark, Eagleby

Need a Financial Adviser in Brisbane?
Here is our List of the 10 Best Brisbane Financial Planners
As seen in Best Financial Planners

Best Financial Planners

I had an excellent experience working with Luke Harlow. He provided clear, thoughtful guidance and took the time to explain a wide range of information I hadn’t been aware of before. Their approach was both professional and supportive, making what initially felt overwhelming much easier to understand.

I truly appreciate their patience, knowledge, and commitment to helping us build financial security. I would highly recommend their services to anyone looking for reliable and comprehensive financial advice.

Chandre, Brisbane

We have known Gene for many many years and he has always diligently managed our investments, with knowledge and care, intermixed with fun and laughter, we would highly recommend him, Matt and their crew!

Brian, Karalee

I have been with Queensland Financial Group for the past 5 years. Two years ago, I suffered a trauma event in my life. The service and support I received from QFG during this time, was outstanding. After being give a clean bill of health, QFG shouted me out to lunch to celebrate – now that’s service!

Mark, Coomera

QLD Financial are Financial planners based in Brisbane, specialising in Strategic Advice, Goals Based Advice, Retirement Advice and Life Insurance Advice.

Common questions about financial advice

How do I choose a financial adviser in Brisbane?

Check three things before you commit: that the adviser appears on ASIC’s Financial Advisers Register, how they are paid, and whether you will receive a written Statement of Advice with all fees disclosed beforehand. Ask what their advice can cover — some advisers are limited to a narrow list of products. A first meeting should cost you nothing and leave you clearer, whether or not you go ahead.

What does financial advice cost in Australia?

Most advisers charge a set fee for a Statement of Advice, then an optional ongoing fee if you want continuing service. The amount depends on how complex your situation is, and every fee must be disclosed in writing before you commit to anything. At Queensland Financial Group our strategic and investment advice is fee-for-service; insurance advice may involve commission, disclosed the same way.

Is the advice from my super fund enough?

Super fund advice is generally limited to that fund’s own products. It can help with contributions or investment options inside your account, but it cannot weigh up insurance you hold elsewhere, a partner’s superannuation, an investment property or a business. If your position extends beyond a single account, you are making decisions with only part of the picture visible.

How much super do I need to retire?

It depends on the lifestyle you want, whether you own your home, and your Age Pension eligibility. The ASFA Retirement Standard is the common benchmark, but the right figure is personal — the only way to know yours is to model your own position. Our retirement planning advice page covers this in more detail.

What does a financial adviser do that my accountant doesn’t?

An accountant deals mainly with tax, compliance and reporting what has already happened. A financial adviser is licensed to advise on what happens next: superannuation, investments, personal insurance, retirement income and estate planning. The two overlap on tax structuring and generally work best together — we frequently work alongside a client’s existing accountant.