Jason Weir

Greater Brisbane Financial Services Pty Ltd

Gold
16 Yrs Experience
Albany Creek, QLD 4035

At Greater Brisbane Financial Services we are proud to offer a broad range of advice, either personally or in conjunction with our referral partners.

We are passionate about offering new and existing clients an uplifting service tailored to your personal and/or business needs, goals & aspirations.

Jason is happy to accommodate appointments in your home or at your favourite local cafe, at a time convenient to you. 

Initial and strategy consultations (if required) are at no cost to you. A quote for our advice and implementation fees will be provided after initial discussions, and only when you are comfortable to move forward with us and the direction of our advice, will fees apply.

Areas of advice can include: 

  • Superannuation
  • contributions, investment and product advice (which can include industry, government & retail super funds)
  • Transition to Retirement strategies and Pensions
  • Personal insurance
  • Life insurance, Total and Permanent Disablement (TPD) insurance, Income Protection and Trauma insurance. We can recommend on a number of insurers and how to structure the premiums both inside and outside super
  • Managed investment portfolios
  • Estate planning
  • Wills and Power of Attorneys
  • Business planning and strategy
  • Self Managed Super Funds
  • establishment, business/residential property transaction advice, investment and business planning advice
  • Referral to our lending partner for home and investment property lending

 

 To find out more please visit our website www.gbfs.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 40
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Greater Brisbane Financial Services Pty Ltd

45 Kingfisher Street
Albany Creek, QLD 4035

Opening hours

  • 12:00pm – 5:00pm Sunday
  • 8:00am – 7:00pm Monday – Friday
  • 9:00am – 5:00pm Saturday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323