Investment Zone
About the Business
Welcome to Investment Zone, the premier institution for all your accounting, finance, insurance, and real estate needs in Australia. Located at Wynnum, Bay Terrace, 184, our institution is dedicated to providing top-notch services and expert advice to individuals and businesses alike.
As a trusted and reliable establishment, Investment Zone has built a reputation for excellence in the financial industry. Our team of highly qualified professionals possesses extensive knowledge and experience in accounting, finance, insurance, and real estate, ensuring that you receive the best guidance and solutions tailored to your specific requirements.
Whether you require assistance with tax planning, bookkeeping, investment strategies, or property management, our dedicated accountants and financial advisors are here to support you every step of the way. We understand that each client has unique goals and challenges, which is why we take a personalized approach to deliver optimal results.
As an insurance agency, we offer a comprehensive range of insurance solutions to safeguard your assets and provide peace of mind. Our team will assess your individual needs and recommend the most suitable insurance products, ensuring that you are adequately protected against unforeseen events.
Investment Zone is also a licensed real estate agency, equipped with the expertise to assist you with all your property needs. Whether you are buying, selling, or renting a property, our real estate agents will guide you through the process, ensuring a smooth and successful transaction.
We are proud to be a corporate authorized representative of Financial Force Pty Ltd, a reputable financial services provider. This partnership allows us to further enhance our offerings and provide you with access to a wide range of financial products and services.
At Investment Zone, we prioritize customer satisfaction and strive to build long-lasting relationships with our clients. Our commitment to excellence, integrity, and professionalism sets us apart from the rest. When you choose Investment Zone, you can trust that you are in capable hands.
Visit us at our Wynnum location or contact us today to schedule a consultation. Let Investment Zone be your partner in achieving financial success and securing a prosperous future.
Photos
Location & Phone number
184 Bay Terrace, Wynnum QLD 4178, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a client of Investment Zone since 2018, when I approached them to help me achieve my financial goals. Since then, I continue to experience professional service, expert tailored financial advice and the whole team are responsive and friendly. I work remotely so being able to communicate digitally, via video, email and phone has made it easy. I highly recommend Investment Zone for all Financial Planning needs."
"Great service and great results. Easy to understand advice. Brad goes out of his way to fit meetings around my work schedule. We have confidence in our financial future due to the financial advice and management we receive from Investment Zone."
"Brad and Amber and the team at Investment Zone are experts in the field of finance. They bring a wealth of experience to their customers in order to give wise advice. We entrusted Brad with our finances just as the effects of COVID were being felt. As a couple nearing the end of our working lives we could not risk a significant loss of our superannuation and savings. We followed Brad's recommendations and seeing growth once again."
"Brad is an exceptional financial planner who provides deeply tailored financial advice to your individual circumstances. The expertise Brad draws on from over 35 years in the industry is undeniably beneficial and can be seen from the strong financial and investment advice he provides. The team at Investment Zone always go the extra mile and are remarkably quick to respond to queries or questions. I am very happy with the level of service received and highly recommend Investment Zone for financial/investment advice."
"From the very first meeting it was clear that the service you receive from every team member at Investment Zone is nothing short of exceptional. Very welcoming staff, and the expertise we receive from Brad's extensive financial knowledge is simply priceless. We are so relieved knowing that we have Investment Zone in our corner guiding us to secure our financial freedom for the future. Thank you for the great service you provide to our community."
List of local businesses, places and services in Queensland
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos