Financial Planners Brisbane

Finpro Group

Smart Money Solutions

We are a fully integrated financial planning business in Brisbane, providing clients with solutions around all facets of wealth building and security

When you want a face to face service from a small team of dedicated financial planners in Brisbane who truly care about you, FinPro Group are here for you. We offer financial education and comprehensive investment strategies that not only take in your short-term goals but your long-term plans as well.

Our point of difference is that we are not a big company; we’re boutique which means we’re big enough to provide comprehensive service but small enough so that you can speak to us directly at any time. We’re your financial support and are by your side to deliver comprehensive investment strategies that work.

Planning for retirement?
We’ve got strategies to help you enjoy a self-funded retirement.

Looking to minimise tax?
We can structure your earnings, assets and investments in such a way as to legally minimise your tax liability.

Want to be debt free?
Discover a range of options so that you can eliminate debt from your life.

Contact Finpro Group today to discover a financial planning service in Brisbane that will set you up for life.

Call us now on 1300 943 454 or reach us online.

ENQUIRE NOW

Our Brisbane Financial Planner Services

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Tax Minimisation Strategies

So many of our clients come to us because they are sick of paying so much tax and want to know how to reduce this. At FinPro Group our financial consultants in Brisbane have strategies and plans which you can implement to save you a great deal on your tax. Whether it’s using an investment property, investing in business, buying or selling assets, or reorganising your assets into a trust, we can advise you on how to minimise your tax.

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Financial Planning

Comprehensive financial planning is one of our key services, and we have this at the heart of all that we do. As part of our financial planning services, we champion property as a vehicle to achieving wealth. We also want to protect you and your family both now and in the future. Whether this stems from the right personal insurance, income protection insurance, total and permanent disability insurance or life insurance, we can work this premium payment into your overall.

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Eliminating Debt

Don’t spend your time working just to pay off your debts, get a consolidated debt management plan in place and start investing sooner. Debt can be a huge responsibility, but with FinPro Group on your side, we can transform your savings into a plan for the future.


We can also help you with:

How A Brisbane Financial Consultant from Finpro Group Can Help You?

Our job at Finpro Group is to optimise your financial position while providing peace of mind.

For many people, seeing a financial consultant is something that they put off because they are intimidated by the financial planning industry, or are wary of spending money on something they might be able to do themselves. Note the use of the word might here. Because we’re not going to deliver any service to you that you couldn’t do yourself - so long as you had the time, resources, and know-how to do it all.


But the fact is, we live and breathe finance. Our Brisbane financial planners are immersed in plans, options, strategies, and industry information day in and day out. Because of this, we can provide you with a tailored plan to change your financial future faster and easier than you could do yourself. It all starts with understanding what the plan is. Understanding gives you confidence and confidence empowers action. We accomplish this through a process of guided discovery and this is how we do it.

How We Work

We provide the first two meetings for FREE, in the comfort of your home at a time convenient to you.

Step one - DISCOVERY

The first meeting is a discovery session. We ask 4 questions: Where are you now? Where do you want to be? What time-frame do you want to work with? What issues are you facing?

Step two - STRATEGY

The second meeting is where we’ll present you with a strategy. Within the strategy, we will make some recommendations, show you what we would like to implement and explain how it will benefit you.

Step three - IMPLEMENTATION

After the second meeting, you’ll know if we’re the right fit for you. This is when we provide you with a blueprint of your strategy and begin implementation.

David Sargent

MEET DAVID FROM FINPRO GROUP

As the owner and head financial advisor at Finpro Group, you can depend on me to deliver realistic wealth protection and wealth building solutions that will make a difference to your life and solidify your financial future.

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Contact Us Today

Ready to meet with a financial consultant in Brisbane that you can depend on? We’re excited to meet you and are keen to get started with the first of your two free meetings.

The first session is as much about us working out how we can help you, as it is about you working out if we’re the right Brisbane financial planner for you.

Our financial consultants in Brisbane are here for families and individuals who are looking to make a real difference to their future - but you’re never going to achieve your financial dreams if you don’t take that first step.

So, call us today on 1300 943 454, speak to a professional financial advisor based right here in Brisbane and get ready for a brighter financial future.