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Brad Macaulay

 Brad Macaulay

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Suite 1, 184 Bay Tce
Wynnum
QLD
4178
AU

Overview CONTACT THE ADVISER

Brad Macaulay Brad Macaulay

total Reviews

11

Experience

32yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Investment Zone Pty Ltd
Investment Zone Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Financial Force Pty Ltd
Financial Force Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Socially Responsible InvestmentsSocially Responsible Investments
My fees
  • Free Initial Consultation

We provide holistic Financial Planning services and work on a 'Fee for Service' basis for our investment advice.

Latest Customer Reviews (3 of 11 total)See all

"We decided to engage Brad & his Investment Zone team when we realised we needed to be more proactive with our finances. His simple, no nonsense approach has made the transition easy to manage. Everything is explained in a manner that is easy to understand, and we have really appreciated knowing that Brad has been available to answer any questions we have had, at any time. We would, highly recommend Investment Zone."

Kim, 35-45 14 Sep 2017

"Living in remote South East Queensland makes it difficult to have access to professionals like Brad. All dealings with Brad where handled via email or phone call which made it a whole lot easier than driving 4 hours to Brisbane for several meetings. Having known Brad personally for a number of years I knew he was the expertise that I needed."

Tegan, Under 35 21 Aug 2017

"I approached Brad at Investment Zone because my husband and I were looking for some expert guidance in our financial planning. Brad helped us by sharing his financial knowledge and experience and assisting us to put into place financial plans that we know will pay off in the future. He has made things simple and easy to understand. We know his recommendations are made with care, consideration, and professionalism. I highly recommend Investment Zone for financial planning and advice. Jeff & Michelle, 4164"

Michelle, 35-45 6 Apr 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 32 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 1, 184 Bay Tce, Wynnum
QLD 4178 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Other address

By Appointment ONLY
Level 2, 190 Edward St, Brisbane
QLD 4000 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 11 Total Reviews
Kim, 35-4514 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We decided to engage Brad & his Investment Zone team when we realised we needed to be more proactive with our finances. His simple, no nonsense approach has made the transition easy to manage. Everything is explained in a manner that is easy to understand, and we have really appreciated knowing that Brad has been available to answer any questions we have had, at any time. We would, highly recommend Investment Zone."

Tegan, Under 3521 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Living in remote South East Queensland makes it difficult to have access to professionals like Brad. All dealings with Brad where handled via email or phone call which made it a whole lot easier than driving 4 hours to Brisbane for several meetings. Having known Brad personally for a number of years I knew he was the expertise that I needed."

Michelle, 35-4506 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I approached Brad at Investment Zone because my husband and I were looking for some expert guidance in our financial planning. Brad helped us by sharing his financial knowledge and experience and assisting us to put into place financial plans that we know will pay off in the future. He has made things simple and easy to understand. We know his recommendations are made with care, consideration, and professionalism. I highly recommend Investment Zone for financial planning and advice. Jeff & Michelle, 4164"

Penelope, Under 3512 Dec 2016
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Brad has offered us practical advice which fits around our lives. He offers a wide range of products, rather than being overly loyal to one brand, so you feel like he is genuinely recommending solutions that are good for you, not just because it gets him the best income. Brad is very approachable and is very happy to not only give great advice, but also make sure you are learning along the way."

Sarah , 35-4503 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We would like to thank you for your financial services, we are so happy to be finally getting our finances and insurances in order. As a couple with a young family, it is refreshing to know you always have our best interest at heart. We appreciate your continued money saving recommendations, our goals are starting to look and feel more achievable. You're professional yet down to earth manner is exactly what makes you so approachable and easy to work with. We would gladly recommend your services to other couples like us. Josh & Sarah C. Brisbane (Clients since 2013) "

Jenny, Under 3502 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We were recommended to Brad by another professional in the finance industry who we have known for a long time and trust. We were very happy with the service that he provided in finding and implementing the best insurance policies to suit our needs. Brad made the process and policies easy to understand. We definitely recommend his services."

Benjamin, Under 3502 Dec 2016
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Dealing with Brad and the team at Investment Zone Wynnum is a positive and easy experience. Their knowledge, attention to detail, professionalism and prompt follow up has impressed us from our very first meeting. Since working with Brad and the team we have establishing positive short, medium and long term financial goals and implemented strategies to achieve these goals. We highly recommend Brad Macaulay and his team at Investment Zone Wynnum for all financial matters and advice. Ben and Jess (Clients since 2014) "

Chris, 46-5501 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brad explained our options in a language we could relate to, to ensure we made an informed decision without bias or undue influence from a particular product. Highly recommend his work and ethos. "

Denise , 35-4501 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brad is very positive and proactive. I highly recommend his straight forward honest advice."

Eric, 35-4501 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Brad has been great in explaining the investment strategies so we understand where our super is invested. By reviewing our insurance policies, he secured better cover for us and saved over $2,000 on policies that were not applicable to our circumstances."

Nikki, 35-4523 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I wouldn't hesitate to recommend Brad! He went through everything step by step, nothing was a bother!! I feel like we are on the right path now we have all our super and investments sorted. Plus we now have the right amount of cover should anything happen. I didn't realise how underinsured we were!!! Brad has so much knowledge and experience and I'm so pleased we decided to get advice from him."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
11
Customers

#2
Savings Investment
STRENGTH
9
Customers

#3
Building Super
STRENGTH
8
Customers

#4
Managing Debt
STRENGTH
7
Customers

#4
Tax Effective Strategies
STRENGTH
7
Customers

#5
Household Budgeting
STRENGTH
6
Customers

#5
Preparing For Retirement
STRENGTH
6
Customers

x

Overall rating

95%

Brad Macaulay

Company: Investment Zone Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Brad Macaulay is a member of and in what capacity, the licensee or company of Brad Macaulay and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Brad Macaulay (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%