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Aegis Financial Planning
307 Queen Street, Brisbane City, Queensland, Australia
About Aegis Financial Planning
Welcome to Aegis Financial Planning, your trusted establishment in the heart of Brisbane City, located at 307 Queen Street. As a prominent finance institution, we take pride in being a point of interest for individuals and businesses seeking expert financial guidance.
At Aegis Financial Planning, we understand that navigating the complex world of finance can be overwhelming. That's why our team of experienced financial advisors is dedicated to providing you with tailored solutions to meet your unique needs and goals. Whether you're planning for retirement, saving for a dream home, or looking to grow your investments, we are here to support you every step of the way.
With our extensive knowledge and expertise, we offer a wide range of comprehensive financial services. From investment planning and portfolio management to retirement and estate planning, our advisors will work closely with you to develop a personalized strategy that aligns with your aspirations and risk tolerance. We believe in building long-term relationships based on trust, transparency, and integrity, ensuring that your financial well-being is always our top priority.
What sets Aegis Financial Planning apart is our commitment to staying up-to-date with the latest industry trends and regulations. Our advisors continuously undergo training and professional development to provide you with the most accurate and relevant advice. We leverage cutting-edge technology and financial tools to ensure our recommendations are based on thorough analysis and research.
Our welcoming office in the bustling Queen Street offers a comfortable and confidential environment where you can discuss your financial concerns openly. We believe that financial planning should be a collaborative process, and we encourage you to ask questions and actively participate in your financial journey. Our team will patiently explain complex concepts and provide clear explanations, empowering you to make informed decisions about your financial future.
Whether you are an individual, a family, or a business, Aegis Financial Planning is here to help you achieve financial success. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
307 Queen St, Brisbane City QLD 4000, Australia
Opening hours of Aegis Financial Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Aegis Financial Planning
"We have been clients of Aegis Financial Planning for almost 2 decades. We cannot speak highly enough of Andrew and Luke Kidd and their sage financial advice that has helped us retire years before we expected to. We have such a high level of confidence in Aegis advice and professionalism that we have recommended them to many friends and colleagues. We cannot speak highly enough of this family business."
"I have the highest regard for the team at Aegis Financial Planning. I have been a client of (firstly) Andrew and (now) Luke for over 20 years. Their service and care has always been exceptional. I can always turn to them for prompt and totally professional assistance, delivered with patience and good humour! Aegis has been an integral and valued part of my retirement. I can unreservedly recommend the team at Aegis."
"I have been a client with Aegis Financial Planning prior to the name change (about eleven years). I have received advise that I trust and that supports giving me a comfortable lifestyle. Each member of the Aegis team has listened to my changing needs and suggested strategies for me to work with in maintaining my goals. I find all members of the team professional, courteous and most important, they have a good knowledge of the financial environment, therefore I am confident I am receiving the correct information to support me meeting my goals."
"Luke has been advising us since we retired ten years ago. We have always found that he has provided sound advice - identifying both pitfalls and benefits of various options available to us. Andrew and Luke both have an excellent knowledge of the various Commonwealth superannuation funds. Highly recommended!"
"We have put our trust in Aegis Financial Planning for over 10 years now and we are extremely happy with the excellent service they provide. We trust their advice implicitly and are always guided by what they say. We sincerely appreciate their ongoing help."
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