Isaac Devine

Your Wealth Roadmap

Bronze

3 Yrs Experience

Mermaid Waters, QLD 4218

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I’m a specialist in retirement planning, dedicated to guiding clients through every life stage — from building and protecting wealth early on, to enjoying the retirement they’ve worked hard for, in comfort and with confidence.

I help individuals and families create and grow wealth through strategic investment portfolios, property planning, and superannuation structures designed to support the lifestyle they desire in retirement — and to help them get there in style. My advice also covers estate planning and distribution, ensuring clients’ wishes are carried out and their legacy is protected for future generations.

Because life doesn’t always go to plan, I work with clients to put a ‘Plan B’ in place through tailored insurance solutions that protect their income, family, and assets from unexpected events. My goal is to give clients clarity, control, and peace of mind at every step, so they can focus on living life today while being well prepared for tomorrow.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 June 2025

Isaac is professional and approachable and also very personable.

I trust that his advice is best for me and my future.

5.00 May 2025

Isaac has made the process of building our foundations super simple and easy to understand. I had very little knowledge or understanding of what options were out there for us at our age before meeting with Isaac. Trying to get your money in order can be quite daunting, but Isaac has been really helpful and comforting, and has been great to help us find direction and set ourselves up for future success. I have and do recommend Isaac to anyone who needs guidance or support. It’s a great relief to have someone you trust completely in your corner.

5.00 February 2025

As a start-up business owner, I needed guidance on setting up a strong financial foundation--budgeting smarter, saving for a house, and planning for future investments. Isaac was incredibly knowledgeable, patient, and supportive throughout the entire process. He took the time to understand my goals and tailored his advice to suit my situation. I walked away feeling confident and in control of my finances, with a clear strategy in place. Isaac’s communication style is clear, down-to-earth, and approachable. He explains complex financial concepts in a way that’s easy to understand, without any unnecessary jargon. He also provides ongoing support and useful resources, so I always felt informed and comfortable making decisions. Isaac has a deep understanding of financial planning, investment strategies, and super funds, and it really shows in his advice. His ability to simplify the process and handle all the coordination with providers made everything seamless. His expertise, combined with his genuine care for his clients, makes him an outstanding financial planner.

5.00 January 2025

Issac helped me set up a financial plan that matched my future goals and I am happy to have worked with him. He is genuine and willing to answer any questions.

5.00 November 2024

My husband and I have participated in face to face and zoom meetings with Issac. He is very thorough and has taken the stress out of managing our finances and superannuation, taking care of all the fine details. Issac is helping us to achieve our goals by keeping us accountable, helping us to avoid making emotional decisions and checking in with us regularly to keep us in track.