Brad MacAulay

Investment Zone Pty Ltd

Gold
37 Yrs Experience
Wynnum, QLD 4178
Welcome to Investment Zone  We provide comprehensive Financial Planning advice, helping you achieve your personal financial goals. This quality financial advice is the cornerstone of having the right investment strategy in place to create the wealth you'll need for your retirement. It doesn't really matter what age you are, it's never too late to get started. The Investment Zone team has over 80 years experience in the financial services industry. We'll assist you to make smart decisions with your money. * Business advice * Protecting your assets * Estate planning * Self-managed super funds - SMSFs * Budgeting and saving * Social security and aged care * Educational seminars and events * Reducing your debts * Growing your wealth * Planning your retirement * Managing your superannuation * Investment advice * Tax planning Brad’s background Brad has lived on Brisbane’s Eastern Bayside for over 17 years, with his wife Sharyn and two young adult sons; and they are actively involved in their local community. Brad is the face of Investment Zone and is responsible for its consistent growth since 2008. When customers entrust Brad with their financial goals and challenges, they feel secure knowing his background, experience, and qualifications are more than sufficient to provide expert solutions. Brad has been involved in the property and financial services industry for over 37 years. He has extensive experience in general banking, property, business, corporate and rural finance, insurance, real estate, investment funds management and has been a sought-after international speaker to Financial Advisers. Some of the organisations that he has worked for include National Australia Financial Management, MLC, Australian Unity Investments, Property Funds Australia and the Mirvac property group A bit of fun As keen sportsman, Brad follows the local Wynnum Rugby Club and Manly Dragon Boat clubs. And when he’s not reading about business and finance news, he enjoys training with the local swimming squad. Brad has been involved in the local Rotary Club, as well as Apex in Goondiwindi and Warwick. Brad was the founding Treasurer of the Goondiwindi Triathlon club which is still going strong today after 30 years.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our costs varies for each client. We take into consideration the amount of time and complexity of work required, so we will discuss our fees during our initial chat. Then we can also provide you with our Financial Services Guide so you can make a decision about whether you wish to work with us. We’ll provide you with an estimate of costs, depending on your situation. Some of our services can be funded from your super. We can work this out during your initial no cost, obligation free chat. If we don’t think we can add more value than the advice will cost then we will be upfront about that. We won’t take on clients unless we believe we can add value relative to the cost.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 28
  • First year providing advice 1985
  • Years of experience 37
  • Highest qualification
    • Bachelor of Business (Property Studies)
  • Language spoken
    • English

Investment Zone Pty Ltd

Suite 1, 184 Bay Terrace
Wynnum, QLD 4178

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Force Pty Ltd

AFSL 238337

4.95
28 Reviews
5
4
3
2
1
4.90
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 28

Sort by

5.00

"I have been a client of Investment Zone's since 2018, when I approached them to help me achieve my financial goals. Since then, I continue to experience professional service, expert tailored financial advice and the whole team are responsive and friendly. I work remotely so being able to communicate digitally, via video, email and phone has made it easy. I highly recommend Investment Zone for all Financial Planning needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were referred to Brad but a couple of satisfied clients and our mortgage broker. Brad's approach to advising us about planning our financial affairs was most professional and delivered in a way that was clear and understandable. He has always made the time to help us on a personal level. We have also enjoyed his seminars as he has had very interesting speakers. Together with his staff we have been very satisfied and have recommended him to many of our friends. Thanks Bruce and Jackie 4184"

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

"I first heard about Investment Zone at one of the events they ran at the Royal Yacht Squadron in Lota. They hosted 2x speakers who were managers of some of the funds Brad invests his clients’ money with. I was very impressed with the content of these speakers and the investing methodology they adopt. From there, I had an initial meeting with Brad and I loved that he made time (at no cost) to get to understand my situation and investing goals. I was also very impressed with how Brad took a holistic view of long term financial future instead of just giving some mainstream advice. This included a look back at the history of the investment cycle and how this influenced his strategy for my portfolio as well as a review of my day to day budget and expenses. The financial plan he compiled was extremely thorough and I could clearly see that he had understood my goals and provided a comprehensive plan on how to go about reaching them. The other beauty of Investment Zone was that aside an initial fee their ongoing management costs come out of super so it hasn’t meant a hand break on my cash flow and other investments I have outside of Investment Zone, i.e. my subdivision project."

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

"From the very first meeting it was clear that the service you receive from every team member at Investment Zone is nothing short of exceptional. Very welcoming staff, and the expertise we receive from Brad's extensive financial knowledge is simply priceless. We are so relieved knowing that we have Investment Zone in our corner guiding us to secure our financial freedom for the future. Thank you for the great service you provide to our community."

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

"Joining Investment Zone is the best thing I’ve ever done for my financial future. From the first call, to sitting down with Brad, they were simply fantastic with answering all of my questions and made it so that I could understand what was going on with my portfolio. There were questions that others hadn’t answered for me and since being with Investment Zone I feel rest assured that those questions, and anything else that comes up, regardless of how trivial, how small or even how big they are, will be answered for me. With that knowledge, I’d pass onto my friends and family, and anyone else that asks me about financial matters - “don’t ask me, ask the team at Investment Zone. Talk to Brad, give the guys a call, set up a meeting.” I have already recommended Investment Zone to friends, family, and business acquaintances. It can’t hurt to ask those questions and I’m so glad that I did."

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

"Really friendly and easy to talk to. I found the whole experience so helpful."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brad and his team at Investment Zone have been great. It has been and is still presently a long process to get through that hopefully should be all finalised soon. They have been patient, understanding and helpful with setting us up with a package that will work within our means. THANKS TEAM!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It's been a massive relief dealing with Brad and the team at Investment Zone. After juggling the superannuation and insurance minefield we decided to go to the professionals and we're not disappointed! They really know their stuff and we feel we are now on the right track for our future. Thank you!"

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

"We were referred to Brad at Investment Zone as we were looking to have our insurances reviewed and aligned with our current needs. Brad was very informative and knowledgeable, taking the time to do a thorough analysis of what our needs were and what would best suit us whilst ensuring everything would fit within our financial budget. Brad took the time to understand what we wanted and provide us with options that suited us, not his company and it's this approach that showed us he really cares about doing what's right for the customer. Hard to find this quality today. We are very pleased with the outcome Brad provided and will definitely continue to work with Brad in the future as our requirements change. We have no hesitation in recommending Brad and the Investment Zone team to anyone. 8th June 2018"

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

"Experienced, knowledgeable, confident, reassuring, caring, in-depth understanding of the market, investing in super and life insurance. Goal orientated, good direction, understanding the end game, financial independence, retire in style, great communication, compassionate and understanding, make sense of confusing super, guidance in reassessing debt position and saving thousands with refinancing where necessary. Debt consolidation advice, paying off the house in faster than expected time."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 28

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Real Estate Agency Practices

Level
4 - Certificate IV
Institution
TAFE Higher Education QLD
Completed
2004

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2004

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Business (Property Studies)

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1999

Professional Memberships

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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