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 of 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 18 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 38 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 a 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 vary 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

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Financial Force Pty Ltd

AFSL 238337