Brand Financial - Independent Financial Advisers and Mortgage Brokers
About the Business
Welcome to Brand Financial, your trusted independent financial advisers and mortgage brokers located in Paddington, Agars Street, 21. As a leading institution in accounting, establishment, finance, and a point of interest, we are dedicated to providing you with the right advice to help you achieve financial freedom and independence.
At Brand Financial, we understand that the first step towards financial success is getting the right advice. That's why we work exclusively for you as independent financial advisers and mortgage brokers. Our team is committed to providing you with clear, unbiased advice and insights to help you plan smarter and establish your finances the right way.
Whether your goal is retirement or a more certain future, our experienced financial advisers will guide you towards your goals. With our expertise and personalized approach, we will help you create a comprehensive plan built on wealth and security.
When it comes to mortgages, our mortgage brokers are here to ensure you get the best bang for your buck. Whether you are a first-time homebuyer, looking to upgrade, or investing in a new property, we will find the best mortgage options tailored to your needs. Even if you already have a loan, we can review your mortgage and refinance it to save you money.
Getting started with us is easy. Simply request a callback, and our team will reach out to understand your needs and determine if we are a good fit for you. We will then schedule a meeting, either in person or virtually, to get to know you better and understand your financial goals.
Based on our discussions, we will develop a customized plan to help you get closer to your goals. Our thorough advice is tailored to your personal situation, ensuring that you have a clear strategy in place. And as life changes, we will reassess and refine your plan every six months, ensuring that it remains effective and aligned with your evolving needs.
What sets us apart is our independence. We do not take commissions from banks, which means our advice is solely focused on your best interests. In fact, we are the only company in Australia that can offer both independent financial planning and mortgage advice.
With access to our cutting-edge software, we can project lifetime cashflow and capital in moments, providing you with a clear path towards achieving your goals. Our principal adviser, Justin, brings over three decades of industry experience and is central to the success of your financial strategy.
Our dedicated team is here to help you achieve your goals through two meetings a year. We dive deep into your life, goals, and finances to create a personalized financial plan that suits your unique needs. We are not afraid of tricky conversations because our goal is to create a real impact in your life.
In addition to Justin, our team includes Jamie, our passionate paraplanner who is completing her Professional Year and is on track to becoming an Associate Adviser. Rachel, our other paraplanner, will assist you when you become a client and prepare for your reviews. Bryce, our resident tax expert, ensures that your strategy is tax effective and can assist with various financial services.
If you are a clever financial planner looking to join a reputable firm, we are always on the lookout for talented individuals. Join one of Australia's only independent financial planning firms and make a difference in people's lives.
No matter where you live, you can benefit from our services. Although we are based in Brisbane, we work with clients across the nation. So, no matter your location, you can trust us to provide you with the right financial advice.
At Brand Financial, we are committed to your financial success. Contact us today and let us help you build a secure and prosperous future.
Photos
Location & Phone number
21 Agars Street, Paddington, Queensland 4064, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Justin has been looking after my investment since 2017; my initial consultation was to work out how much risk I wanted to take and felt confident and relieved with the product that was presented was right for me. Now I am only few months from retiring and have a comfortable nest egg to draw from. The Team stay in contact regularly and am extremely grateful for the excellent service that has been provided to me.."
"I recently had the pleasure of working with Justin Brand at Brand Financial, and I feel compelled to share my exceptional experience with others seeking financial planning services. From the very beginning, Justin has demonstrated a highly personalised approach, ensuring that my partner and I felt understood, supported, and valued. Justin's expertise in financial planning was evident throughout each stage of the process, including information gathering, planning, and implementation. His ability to explain complex financial concepts in a clear and accessible manner provided us with the confidence to make informed decisions about our financial future. His coaching style is patient and empathetic, which facilitated open and constructive discussions between my partner and me, ultimately bringing us closer together as a couple. As we navigated the complexities of our financial situation, Justin displayed an unwavering commitment to our success, constantly going the extra mile to ensure that our goals were not only achievable but also aligned with our values and priorities. His holistic approach to financial planning has allowed us to build a comprehensive strategy for our future, fostering a sense of financial security and peace of mind. In summary, I wholeheartedly recommend Justin Brand at Brand Financial to anyone seeking personalised, expert financial planning services. His dedication, professionalism, and genuine care for his clients' well-being are truly unparalleled in the industry. If you want a financial planner who will invest in your success and guide you every step of the way, look no further than Justin Brand at Brand Financial."
"We've been using Brand Financial since 2020 and have always been very pleased with the professional approach and open communication style. We wanted to go with someone who was totally independent and willing to take the time to understand our goals / objectives and put in place a strategy to help us achieve them. We would highly recommend them."
"Justin and his team at Brand Financial have been much more than I had expected from financial advisers. When my husband died unexpectedly I needed a lot of help getting my head around my financial position and other matters. They have always responded promptly when I have had questions or concerns and their management of my pensions has been consistent and reliable. Even though I live on the other side of the country we have regular meetings (usually online video calls). Justin is well informed about world events and how they do or are likely to impact the world of finance. I highly recommend them,."
"Justin has been our advisor now for more than five years. We had become very unhappy with the company we were previously using as they were receiving significant commissions from products they insisted were right for us but really weren’t. We wanted to find an advisor that was truly independent and could tailor advice that actually suited our needs and our risk profile. Justin fits this description perfectly. He takes the time to really understand what his clients need in order to plan for future they are seeking. The lack of trailing commissions has been an added bonus. His team are a pleasure to deal with and I have no hesitation in recommending Brand Financial to anybody looking for financial advice."
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