Brisbane Financial Advisers & Mortgage Brokers
We work for you. Not the banks.
The first step toward financial freedom and independence is getting the right advice. We’re independent financial advisers and mortgage brokers, so we only work for you.
We’ll call you back within the hour
"A welcome relief"
You are certainly a welcome relief after having interacted with a few other financial planners - I was starting to think that we would have to go it alone!
"No doubt you've always been representing our best interests"
Thank you very much Justin for all your help and support. Steph and I really appreciate all your guidance and have no doubt you've always been representing our best interests.
Financial Planning & Advice. Get the right insight to plan smarter.
With the right insight and clear, unbiased advice, you can establish your finances the right way and plan for a future built on wealth and security. We’re here to take you toward your goals, whether that’s retirement or a more certain future.
The difference in finance
There's a lot of biased & conflicting advice out there. Brand Financial is here to make financial certainty crystal clear.
Mortgage Brokers to help you get bang for your buck.
Your first home, an upgrade, or a new investment — it’s an exciting time. Our mortgage brokers let you enjoy that new home excitement while we find the best mortgage for you. Already have a loan? We’ll review your mortgage and refinance to save you money.
Get the right insight in just six steps.
step one
Get a callback
Get the process started with a callback. We’ll find out what you need and work out if we’re a good fit.
step two
Initial meeting
We’ll sit down over coffee (or our laptop screens) and get to know exactly what you want to achieve.
step three
Strategy development
We’ll put together a plan to get you closer to those goals.
step three
Strategy development
We’ll put together a plan to get you closer to those goals.
step four
Hear our advice
You’ll receive thorough advice tailored to your personal situation.
step four
Hear our advice
You’ll receive thorough advice tailored to your personal situation.
step five
Implement advice
Use our advice to effectively put your new strategy in place.
step six
Reassess every six months
Things change. We’ll reassess and refine your plan every six months.
We’ll call you back within the hour.
The Perks
Why choose Brand Financial over the rest?
We work for you, not the banks.
We're independent. It means we don't take a commission from the banks. We work for you, and our advice reflects that.
We're setting a new benchmark
We're the only company in Australia that can offer both independent financial planning and mortgage advice.
We were the ones to set the standard before it existed
Financial advisers have only recently been reviewed and had fair standards put in place. We worked to these standards before they existed.
Project cashflow & capital with our software
Gain access to our leading edge software and project lifetime cashflow and capital in moments, to see a clear path towards achieving your goals.
We have the experience, where others don't
Our principal adviser has 3 decades of industry experience and is central to the success of your financial strategy.
Two Progress Reviews per year means we spend more time ensuring you achieve your goals
We’re here to help you achieve your goals and we feel that can only be achieved through two meetings a year.
A team that wants you to succeed
We dive deep into your life, your goals & your finances
Financial planning isn’t one-size-fits-all. It’s our job to uncover exactly what your financial goals are and create a plan for you to achieve them.
We're not afraid of tricky conversations because we're not here to tell you what you want to hear. We're here to create a real impact in your life.
A team backed by decades in finance.
Justin Brand
Founder & Principal Adviser
Justin is the Principal Adviser and the person at the centre of your financial strategy. You’ll talk to Justin straight away during your callback, where we start to work out what you need and if we can help. Justin’s decades in financial services, his wide network and broad industry experience mean we can develop an effective strategy that gets you closer to your goals.
Jamie Marshall
Paraplanner
Jamie is our paraplanner and will assist with researching, developing and implementing your strategy. When you meet Jamie in your initial meeting, you’ll see how passionate she is about her career in financial planning. Jamie is completing her Professional Year and is on track to becoming an Associate Adviser.
Rachel Servis
Paraplanner
Rachel is our paraplanner and will help you settle in when you become a client and reach out when we prepare for your reviews. After University, Rachel started her career in construction law, but decided she wanted a career where she could have a more direct impact on peoples’ lives.
Bryce Uy
Accountant
Bryce is our resident tax expert and works with us to ensure your strategy is tax effective. Bryce can do your tax return, set up trusts and companies and is available to manage your payroll and BAS if you run a business.
Join the Team
We're always on the lookout for clever financial planners.
Want to join one of Australia’s only independent financial planning firms? You’re in the right place.
On the Blog
Let's talk money & mortgages.
Coming Off the ‘Fixed Rate Cliff’: How to Ensure a Soft Landing
A Fast Way to Buy Your First Home
Do you and your partner agree on finances?
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How to grow your wealth for retirement
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What happens after you retire: a guide to ongoing success
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Brisbane-Based, National Reach
Creating wealth in Brisbane & Australia
Get the right financial advice no matter where you live. We’re based in Brisbane but work with people across the nation.
Get started on your way to financial freedom.
Let's get smart with your money.
We’ll call you back within the hour.