Tom Neylan

I have worked in finance for over 22 years and have been providing financial advice for individuals, couples, and families across South-East Queensland since 2008.

Specialising in pre- and post-retirement planning, I take the time to understand each client’s individual needs and circumstances so that I can build a personalised plan that works for them.

My professional goal is to help my clients make confident investment and financial decisions. I coach my clients on financial concepts, ensuring they feel well-informed about their options and the decisions they have for their financial investments.

I co-design strategies that create and protect wealth, to help my clients confidently transition to a comfortable and sustainable retirement.

The relationships and partnerships I build with my clients is the best part of my job.