Are You Looking For A Financial Advisor In Brisbane?

Get In Touch With A Go For Wealth Financial Planner Today 

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Go For Wealth
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AT GO FOR WEALTH WE HELP YOU MAKE THE MOST OF YOUR FINANCES.

We do this by listening to you, understanding you and considering your circumstances. We then help you to establish goals, understand your financial planning options, implement a strategy, and enjoy your life.

We know financial advice is as much about lifestyle and relationships as it is about money.  This is why we pride ourselves on providing long-term, holistic advice. Our clients are so happy with our service, they refer their friends and family to us.

 

Why Choose Us?

EXCEPTIONAL PERSONAL SERVICE

Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

KEEP YOU ON TRACK

We will keep you accountable along the way because we want you to stay on track to achieve your goals.

ONGOING SUPPORT

Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

A HOLISTIC APPROACH

We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

KNOWLEDGE AND EXPERIENCE

Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

EASE AND CONVENIENCE

Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

 

Our Accreditations & Associations

Frequently Asked Questions

Here are the most frequent questions and answers.

Where Does Go For Wealth Operate?

Go For Wealth offers a range of financial planning services throughout Brisbane.  In addition, financial planning in other areas of Queensland.  A lot of people search for a “financial planner near me”.  Sure, you need a financial planner based in Brisbane but you want to find a reputable financial planner near you in your city.

Does Go For Wealth Offer Private Wealth Management?

We have assisted many individuals with wealth management around Brisbane.  If you’re looking for Financial Planning in Qld then Go For Wealth can assist.  Whether it’s private wealth management, insurance, superannuation or setting up an SMSF.

Is Go For Wealth An Authorised Financial Planner?

Yes.

Financial planning advice in Australia is carefully regulated today.  This has helped with increased confidence in the industry.  Go For Wealth is an Authorised Financial Planner.  However, technically speaking, Go For Wealth is NOT a “Certified Financial Planner”.  Certified is a word the industry uses referring to a ‘Certified Financial Planner’ which is a designation of an industry body.  This is something you should check before proceeding with a financial planner.

How Do You Find A Good Financial Planner?

It was once very difficult how to find a financial planner for retirement.  You would remember when people once asked, “How do I find a good financial planner?”.  Fortunately, how to find a financial planner in Australia is much easier and safer than it once was.  A good financial advisor can be found by doing a search online and ensuring they have the necessary credentials and associations. 

Is It Still Hard To Find A Good Financial Planner?

Today you still often hear people ask, “How can I find the best financial advisor for my situation?”.  Searching the Financial Planning Association of Australia is a good place to start. There are many great Financial Planners in Brisbane.  Moreover, there are many of the highest rated financial advisors available.  Go For Wealth is based in North Brisbane.

How Do You Find A Financial Planner For Retirement Services?

When looking for a Financial Adviser people also search for “Financial Advisor Retirement Planning Services”.  One of the best options is to search the Money Smart Financial Advisers Register.  This will ensure that the advisor can specifically assist you with Retirement Planning.

How Have Financial Planners Changed Over The Years?

You simply can’t compare financial advisors today from when the industry started.  Tertiary education, or equivalent, is a requirement for all financial planners today.  Whereas, many years in the past, anyone could become a financial planner in Brisbane.

What Makes A Good Financial Planner?

The best financial planning services in Brisbane will follow all the industry guidelines thoroughly.  They will put you and your future success first and foremost.  The best financial planner is one that follows all the regulations and puts you, the client, first.