Brisbane’s Financial Planning and Mortgage Broking Specialists

Think about all the hopes and dreams you have for you and your loved ones.

Expert advice from goodplan will help you bring those dreams to life.

By developing considered strategies, we’ll work with you to maximise your personal financial position and achieve your goals. Partnering with us gives you confidence and peace of mind that your future is financially secure.

Financial Planning

Our expertise and guidance will allow you to maximise your financial position and save you time and stress, so you can get back to enjoying what you love knowing that your plans for the future are on track.

Mortgage Broking

Our insights and assistance will get you the right funding at the right time, so you can proceed with your purchasing plans with confidence knowing that you’ve got a very sharp rate.

How we can help

Our no-cost and no-obligation initial consultation can help you get clarity on important areas of your finances, such as;

    • Could I be making my cashflow work harder?

    • How can I grow wealth tax-effectively?

    • Are there any investment opportunities I’m not maximising?

    • Would my family be financially secure if something was to happen to me?

    • Are my assets protected if I suffered a serious accident or illness?

    • Are my beneficiaries all accounted for?

    • How can I pay off my home loan faster?

    • Is my debt structured in the most cost-effective way?

    • Are my interest rates competitive?

    • How does superannuation work?

    • Am I invested appropriately?

    • Are my super fees too high?

    • Are there any tax strategies that I could be using that also grow my retirement savings?

    • When can I retire?

    • How much money will I need for a comfortable retirement?

    • How can I wind back my work hours without winding back my lifestyle?

Why choose Goodplan.

 

Freedom

We aren’t owned by or affiliated with any other companies such as banks, super funds, insurers, etc. This freedom of choice when selecting strategies and products means better outcomes for our clients.

Care

We spend time getting to know you and what’s important to you, which ensures our recommendations have your best interests at heart.

Clarity

We ensure that our clients are educated and informed on the what, why, how and when’s of our advice. We also ensure that any fees and costs are fully disclosed so that there are no surprises.

Support

As your life and needs change, we are here to support you. No matter what happens, rest assured our advice will support you through life’s big moves.

  • ★★★★★

    ”Zach has been my Financial Advisor for several years. I have found him to be both professional and astute, while still maintaining a relaxed and friendly relationship. He is eminently contactable when I require and his advice which is always valuable. As a retiree, I rely on sound financial management and I have come to have complete confidence in Zach and can highly recommend his services.”

    Mr R Burmester

  • ★★★★★

    Zach provides the definition of bespoke financial advice - comprehensive, considered and broadly encompassing recommendations with a specific focus on unique aspects of our background...We have no reservations in recommending friends, family and colleagues to seek out this genuine individual and see for yourself the way that they deliver what we have found to be the most superior financial advice in the market.

    Dr P & Mrs J Yuide

  • ★★★★★

    “Zach has been fantastic for me to deal with. He is professional and efficient in his response or action taken. As a military veteran & business owner, I can highly recommend his services.”

    Mr D Brown

  • ★★★★★

    “Zach has been our financial adviser for several years now and we cannot recommend him highly enough. Since starting our small business 3 years ago, Zach has always been proactive in reaching out to us and go above and beyond to ensure our changing needs are met. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences!”

    Mr L Dinh & Mrs N Truong

You’ll be helping to save The Great Barrier Reef.

5% of our profits go towards helping save The Great Barrier Reef