We are mindful, financial planning experts specialising in adding strategic personal and business value to your LIVES. Our experience is broad, our knowledge extensive and our purpose is concise! Your SUCCESS is our aim!
We consistently invest in expanding our knowledge, remaining current by regular business development both nationally and internationally to ensure we meet all benchmarks as one of the world’s key financial advice businesses.
Our people come to work every day because they love what they do.
Valuable financial planning is about making smart, strategic decisions based on recognising future opportunities and potential outcomes.
Highland Financial is Corporate Authorised Representative of Fitzpatricks Private Wealth Pty Ltd. This in turn provides clients with further opportunity to experience programs such as the Fitzpatrick Private Wealth Program which truly enriches our clients lives.
Based in Brisbane, we serve clients across Queensland, throughout Australia and internationally with a conscious personal approach delivered through our core mandate.
We listen, we care, we perform … for you.
We offer several multi-tiered service programs that ensure you, the client, get the right level of support to implement the best possible strategies at the optimal time. We bring ORDER to your financial CHAOS!
Clients can easily increase their level of support when it is required and decrease it once financial matters are less complex. Our fee structure means our clients only pay for the service they receive.
We actively engage with your existing professional advisors to ensure the best financial outcome for your circumstances.
We apply consistent and continual improvements to our processes and strategies, and monitor our client experiences closely.
Our scope is not just in our own backyard. We are dedicated to international revision, and meeting benchmarks alongside the world’s most successful financial advice offerings.
Our advisors are true specialists in their respective fields and commit considerable time and resources to keeping up-to-date with the latest strategies and legislative changes. This approach ensures our clients can take advantage of the latest information to advance their financial position and help reach their financial goals.
It is always our wish that the results exceed expectations.
We help individuals and business owners to make better-informed decisions about their money, and as a consequence, become better money managers and better business people.
Through a customised wealth vision, our clients can protect what is important to them, and grow assets on their path to financial prosperity.
We also provide estate-planning solutions to ensure the life’s work of our clients and their financial legacy can be passed onto future generations.
We are passionate about sharing the financial skills and knowledge that form the building blocks for future generations to protect and develop their wealth. As our valued client you can expect your financial literacy to drastically improve.
|Tax Minimisation for Business Owners||Planning for LIFE (30 – 50 years)|
|Cash Flow & Cash Leakage||Planning for LIFE (50 – 60 years)|
|Business Purchase & Business Sale||Benefits after 60|
|DEBT Reduction||DEBT Reduction|
Specialist advice services include, but are not limited to:
|Self-Managed Super Funds
Property in SMSFs
|Business succession planning
Key person, Selling a business
Family, Discretionary, Unit trusts
|Wealth creation||Asset protection and risk management||Saving and cash flow management|
|Diversified investment advice||Private estate and inheritance planning||Tax-effective retirement income and planning strategies|
|Direct shares||Salary packaging||Children’s education|
|Money and portfolio management services||Effective insurance assessment & personal insurances||Minimising tax
We exist to serve you, the client to cultivate your SELFworth and increase your NETworth.
You may not know us personally yet, however, we are likely to have a few things in common.
- Given the choice of having ample money – or having no money – we know your preferred answer
- Given the choice of having your finances in control – or out of control – we’re pretty sure we know your answer to that too
- Given the choice of having your money work for you – or working for your money – that answer we won’t know until you choose to do something about it
We believe each and every person has the choice and opportunity to improve their finances.
We are passionate about helping our clients make the best choices to fulfil their financial and life-long desires.
By delivering world-class financial advice that is directly suited to your needs, we will help you to document your vision and provide you with the blueprint to better manage, increase and protect your future.
Let us help you get started. Call today on 1300 657 037 to arrange an initial FREE consultation.
We have a specially designed ‘7 Step Advice Process’ that delivers what clients need and will leave nothing to chance. We specifically design your blueprint to achieve your goals and more, providing immediate peace of mind and enabling you to focus on what you do best.
From the outset of this journey, we create open and honest communication lines with you. It’s about forming strong and beneficial relationships, and working together to achieve the results important to you.
We listen, we care, we perform – for you!
You can expect personalised service and great consideration in your contact with our team. Made up of carefully selected professionals, our team members are caring and compassionate in nature.
It’s important that our people can connect with each individual to enable an intricate understanding of both your personal and professional aspirations in life.
We will provide a personal point of contact for you to contact at any time with your queries or concerns, and know that you’ll receive the very best advice … all the time, every time.
Each team member is highly skilled in providing a holistic and unbiased approach to all your financial needs.
Advice is never provided without due consideration to your personal situation and quantifying how it will impact your family, business, lifestyle and your bigger picture.
Our focus is on developing quality, long-term relationships with our clients, and it’s with great pleasure that we are present during their progress, celebrating each milestone together.
Highland Financial plays an integral role in your financial journey.
The clients who benefit the most from our services are the people with the drive and desire to succeed in life.
Our clients are professionals from diverse industries, well-established in their chosen fields. They have started to accumulate assets. Due to demanding schedules and responsibilities, they are time-poor and place a high value on their time. When it comes to their hard-earned money, they appreciate real worth. They demand results. And we deliver.
Our clients are also building businesses, running companies and practices, working abroad or raising families. And beyond catering just for the individual, we are proud to have established multi-generational relationships with families in our care, building the knowledge base for their financial futures.
We work to understand what is important to our clients and consistently deliver on our promise to add value wherever possible in their financial lives.
If this sounds like you, contact us today for an obligation-free consultation….
We take the time to understand you, build a strong relationship with you and discover the concerns surrounding your future.
We will share your passions and celebrate your successes.
We will segment your advice over a 12 month period to ensure you are not overwhelmed by too much information all at once. Your unique calendar covers all the areas that are important to you. Considered steps keep you on track and accountable to your financial plans.
We know the value we provide. We’ve seen the results time and time again. And our reward continues to be ‘Satisfied Clients’ who renew their service agreements with us, year after year.
We will not renew any service agreements if our client is not receiving more value than what they are paying us for.
You will experience the personalised service and coaching you require to have the best chance of getting what you really want financially. And you can expect long-term relationships that last. You will not have a change in contact every few years.
Our people are passionate about seeing progression and success.
You will gain peace of mind in knowing that you are taking control of your finances and not leaving them to chance. We will help you craft a financial plan that will put you on a path to realising your financial goals and dreams. Your future will be secure.
WHEN SHOULD YOU JOIN US? Today
the sooner you start, the sooner you meet your FUTURE
Call us today for an obligation-free consultation on
1300 657 037