We believe our clients are best served by individualised wealth solutions.
Our Brisbane Wealth Management team is made up of experienced advisers who are committed to increasing your wealth by designing an investment strategy and portfolio tailored to your circumstances and future objectives.
HOW WE HELP CLIENTS
We regard the creation and management of wealth as a collaborative journey. A holistic perspective and focus on client education are central to this process. We apply our knowledge and proactive service to your individual needs, lifestyle, goals, risk profile, timeframe, and tax situation to generate solutions and 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 your choices to suit your circumstances.
As wealth managers, we differentiate ourselves through our high-level expertise and client service that is second to none. We look forward to working with you.
Find out more about our specialised Wealth Management services below.
HLBMJ Wealth Management (SE Qld) Pty Ltd is a Corporate Authorised Representative of Australian Unity Personal Financial Services ABN 26 098 725 145 which operates under Australian Financial Services Licence No 234459 (Level 8, 114 Albert Road, South Melbourne VIC 3205).
Andrew Buchan is an authorised representative of Australian Unity Personal Financial Services. Andrew Buchan provides advice in managed investments, superannuation, direct shares, self managed superannuation and general advice in relation to credit and credit referrals only. Your Adviser will offer you services only through HLBMJ Wealth Management (SE Qld) Pty Ltd. Australian Unity Personal Financial Services is only responsible for the financial planning services provided by HLBMJ Wealth Management (SE Qld) Pty Ltd.
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.