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:
- 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
Jason has given me advice on retirement strategies which included insurance, superannuation, upcoming pension planning and trust allocations. I have found Jason to be confident and thoroughly professional. I find Jason to be very knowledgeable and experienced when explaining complex strategies in a way i could understand.
Jason has given me advice in areas of self managed super funds and managing debt. Jason was usually able to explain things to me in a clear way. Through Jason's knowledge and experience, I feel very confident that the advice given was right for my needs.
Jason has consistently given us comprehensive and well researched advice, always explaining things in a clear way and taking the time to answer all manner of questions. Jason's advice and support helped us through some big financial decisions and we never felt pressured to take his advice or recommendations. We are only a small client but Jason has always gone out of his way to accommodate us and is very flexible with meeting times and locations.
Jason has given me clear advice with insurance explaining them to me in terms I understand. Always friendly and contactable at short notice. Jason is highly experienced in the insurance industry and is only interested in the best outcome for his client. Highly recommended.
Jason is very knowledgeable and a trusted advisor.
- Adviser status Bronze
- Number of reviews 40
- First year providing advice 2006
- Years of experience 17
- Advanced Diploma of Financial Planning
Greater Brisbane Financial Services Pty Ltd119 Gracemere St
Grange, QLD 4051
- 8:00am – 5:30pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd