Jason McLaren

FLOW FINANCIAL PLANNING PTY LTD

Gold
7 Yrs Experience
Wynnum, QLD 4178
I am a fully accredited Financial Planner and SMSF Specialist Adviser with over 18 years’ experience in the Financial Services industry. I provide my clients with specific, well-considered strategic advice on:  - Wealth accumulation - Superannuation & Self-Managed Super Funds - Investment portfolios - Personal insurance - Taxation & cash-flow management - Retirement planning - Business succession planning - Aged Care - Estate Planning My clients love the clarity we provide around their financial position, the control they get back over their financial future and how well we collaborate with their other advisers (accountants, lawyers etc.) on achieving their overall personal and financial goals. I am based on the bayside but also meet clients around Brisbane at their accountant’s office. Please give me a call on 07 3338 8966 to make an appointment.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

We have always been a 'fee for service' firm, meaning you know exactly what our services are and what our fees will be.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 40
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualifications
    • Master of Business (Applied Finance)
    • Master of Business (Professional Accounting)
  • Language spoken
    • English

FLOW FINANCIAL PLANNING PTY LTD

Unit 2, 169 Florence St
Wynnum, QLD 4178

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

4.95
40 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 40

Sort by

5.00

"My partner and I have multiple investments and were seeking a financial adviser to provide us with a financial retirement plan. We contacted Jason McLaren from Flow Financial Planning and we were not disappointed. Jason provided 5 star service from our initial contact. Jason developed a discussion paper that considered a number of alternative strategies based on our investments, future plans and aspirations. In consultation with Jason we developed a preferred transition into retirement strategy that we have now commenced implementing. We have also commissioned Jason to provide ongoing financial advice for us as we move forward into our retirement. I have no hesitation in highly recommending Jason McLaren."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Jason to be professional, Intuitive, empathetic, well versed in his knowledge, supportive, most obliging, and most thorough in his attention to detail with timely responses to our enquiries."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jason has given us advice about superannuation, and retirement pensions after downsizing our property. Jason was always able to explain things to us in a clear way. We feel confident that the advice given was right for our needs and received Jason’s full care and attention."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason is always very helpful when providing advise, taking into account our personal need to find the best solution."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason is an excellent adviser. He is highly professional, knowledgeable and a natural strategic thinker. He also explains financial topics in a way that are easy to understand. I have recommended Jason to my family and friends, and will not hesitate to recommend him to my colleagues and extended network."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known Jason and his business partner, Tim since their partnership began. They are honest and straight forward in their advice with a predictable cost structure. Their service is based around the customer needs first with a clear plan for a long term relationship. I have no hesitation referring to them because their fixed price, comprehensive service model is one that is easy to explain to a prospective customer. G."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I trust Jason implicitly when it comes to my money. Whether it be covering my family and I for an unexpected life event, wealth creation and strategy and ultimately funding retirement down the track. He is frank, honest, pragmatic and genuinely cares about your financial well being. Have a chat to him and you will see what I mean. No hard sell here, just genuine unbiased advice!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason provided excellent service in the set up of our SMSF."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I can highly recommend Jason. He was very thorough and able to explain all information clearly. Jason was very flexible with meeting times and venues. All feedback and follow up was completed in a timely manner with clear communication."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have always found Jason to helpful and always on call."

  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 40

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Business (Applied Finance)

Level
9 - Masters Degree
Institution
Queensland University of Technology (QUT)
Completed
2014

Master of Business (Professional Accounting)

Level
9 - Masters Degree
Institution
Queensland University of Technology (QUT)
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Association of Superannuation Funds of Australia (ASFA)
Completed
2005

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2009

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate
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