Australian Unity

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

Our Brisbane Wealth Management team are experienced advisers. We 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 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 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 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 (271 Spring Street, Melbourne VIC 3000).

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.


Australian Unity

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.