We believe our clients are best served by individualised wealth solutions.

Our Brisbane Wealth Management team are experienced advisers, committed to increasing your wealth by designing a plan, an investment strategy and portfolio tailored to your circumstances, values and future objectives.

How we help clients

We regard the creation and management of wealth as a collaborative journey. A holistic approach and focus on client education are central to this process. We apply our knowledge to your individual needs, lifestyle, goals, risk profile, timeframe and tax situation to generate solutions plus maximise outcomes.
Implementation is critical to your success. To ensure your financial goals are met, we focus on follow-through, regular reviews, and two-way communication.

Our bespoke approach extends to our flexible fee arrangements, giving you choices to suit your circumstances.

As wealth managers, we differentiate ourselves through our high-level expertise, our client service is second-to-none. We look forward to working with you.

HLBMJ Wealth Management (SE Qld) Pty Ltd Authorised Representative under Australian Financial Services Licence No. 527535.

The information provided here is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Complaints Policy
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services we encourage you to contact us.

HLBMJ Wealth Management (SE Qld) Pty Ltd is a Corporate Authorised Representative of Australian Unity Personal Financial Services


Resources

Aged Care Planning
We have Aged Care specialists who can help you navigate the complexities of aged care.

Philanthropy
We specialise in developing structures and investments for philanthropic giving.