Humphrey Partners - Financial Planning Brisbane

Humphrey Partners - Financial Planning Brisbane is a leading financial institution located in the heart of Brisbane City on Boundary Street. As an establishment specializing in finance, we are a point of interest for individuals seeking expert guidance in various financial matters.

At Humphrey Partners, we offer a wide range of services to cater to the diverse needs of our clients. Our financial plans are designed to help individuals achieve their goals and secure their financial future. We provide personalized advice on personal insurance, superannuation, saving schemes, salary packaging, asset protection, estate planning, property advice, and more.

When it comes to investment planning, we understand that each client has unique requirements and risk tolerance. Our experienced financial advisers construct investment portfolios with a focus on capital preservation and recommend hedge fund-like investment funds to maximize returns.

Superannuation remains a powerful tool for wealth creation, and our team is well-versed in utilizing superannuation strategies to provide unparalleled advantages over other alternatives. We believe in comparing superannuation with alternate strategies to ensure the best outcome for our clients.

Life insurance is another crucial aspect of financial planning, and we guide our clients in adopting the correct policy mix and taxation structuring to save substantially. Retirement planning is also a key area of our expertise, where we consider factors such as tax, spending habits, investment, and wealth distribution on death. It is essential to start retirement planning well in advance and tailor it personally to ensure a comfortable retirement.

Estate planning is a vital process that helps individuals arrange for the transfer of their financial wealth during their lifetime. Our estate planning services aim to mitigate uncertainties, maximize the value of an estate, and plan for incapacity.

For business owners, our financial planning perspective includes business succession planning, which aims to achieve the best financial outcome for the business or share in the event of death or disablement.

We are also well-versed in assisting clients with Self Managed Super Funds (SMSFs), providing them with greater control over their superannuation and a wider investment universe. Our SMSF administration services offer scope for utilizing strategies that non-SMSF trustees typically do not allow.

Humphrey Partners is a reputable financial planning practice in Brisbane, offering investment advice, financial advice, and SMSF administration. Our highly qualified financial advisers provide tailored advice and a high touch service, recognizing that each client is unique. Our principal financial adviser, Chris Humphrey, is a CPA, CPA Financial Planner, Tax Adviser, and SMSF Specialist Advisor™, with extensive experience in the industry.

We are proud to hold a CPA Public Practice license and have established a close partnership with The Tax Tribe Pty Ltd to provide comprehensive taxation advice. Humphrey Partners Private Wealth is conveniently located on the outskirts of Brisbane's CBD, making it easily accessible for our clients.

As fee-for-service financial advisers, we prioritize investment advice and strategy over financial products. Our blog covers a range of financial planning topics, including superannuation and SMSF strategies, investment, pension, tax minimization, estate planning, budget updates, and more.

If you are seeking expert financial guidance, Humphrey Partners is here to help. Contact us today to schedule a consultation with one of our experienced financial advisers.