Monique Doney

The Wealth Doctor

Gold

10 Yrs Experience

Brisbane City, QLD 4000

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Monique takes the time to understand you and your goals. She will work with you to create a tailored financial strategy and portfolio of investments to help you achieve them. With the right plan in place to protect and grow the wealth of your family and practice, you’ll have more time to spend on what really matters to you.

Monique is committed to the financial planning profession and strives to provide the best advice possible. Monique keeps up to date with the latest in the financial market so you don't have to.

She makes the advice process as simple and easy as she can for her clients by working directly with other professionals in their life. Think of her as your family's CFO. For new clients or anyone wanting a change, she can recommend a team of mortgage brokers, accountants or lawyers to suit their needs.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Growing Assets
Budgeting

The initial meeting is free of charge and advice is priced individually depending on the items you wish to include. Most advice fees fall in the range $3,500-$12,750/annum.

5.00 August 2025

Monique's professional understanding of financial management has been a huge asset to us as we commenced our retirement. She has listened to us, given wise counsel and answered all of our questions. Her responses are always prompt. The result is that she has contributed to us having a confidence in our future ability to live well, and to provide for not only our future, but for our children and grandchildren. She shows excellent attention to detail and we feel very comfortable with her in every meeting we have.

5.00 July 2025

A huge thank you to Monique for her support in navigating the world of insurance! This was a space that was very outside our comfort zone, and Monique was able to distil the relevant information in ways that made the whole process far more straightforward. Monique was flexible and personable with us throughout, and was able to provide recommendations and support that have assisted us in achieving our goals. It is wonderful to have built a professional relationship that we can engage for future financial guidance as well.

5.00 April 2025

Monique was wonderful to work with, she was thorough and provided many ways to improve our situation and took a long term view to ensure it was sustainable. Overall, can not recommend her enough.

5.00 April 2025

I first met Monique some 8 years ago trying to navigate My Aged Care and Centrelink. She was a lifesaver for me and help take the stress away. Monique has assisted me in closing down my SMSF I had set up with another FA. She assisted me when I was made redundant and how best to manage the funds. Fast forward 8 years and I’m n a comfortable financial position thanks to good solid advice and financial management. Education bonds set up for Grandchildren. Monique is always available on email and usually responds with answers to questions on the same day.

I cannot recommend Monique’s knowledge and understanding high enough.