Vault Accountants and Financial Advisers ( Vault ) is a progressive advisory group that offers a compelling array of specialist under one roof. Unlike similiar advisory firms, we are structured to offer expertise across the entire financial planning landscape. Vault was established by Brad A Gunn in 2009, specically to provide affordable, transparent financial advice and services to clients conveniently under one roof. These services include accounting, tax, financial planning and advice, insurance, property, SMSF ( superannuation ), direct equities and estate planning, all supported by dedicted in-house finance, property and legal specialist. Having all these services in the one location means it doesnt matter where you are, how big or how small, Vault will efficiently provide simple and cost-effective wealth-building solution for you and your family fully back by our 100% written service guarantee. Vault is a registered Tax & BAS Agent, Authorised Representative of Shartru Wealth Management Pty Ltd (AFSL 422409) Speak with us now to make an appointment with one of our team. Call us now on (07) 3608 6800, the first consultation is absolutely free and without obligation.
Focussed and informed advisor who understand that some things need to happen now.
Fantastic communicator with prompt, sensible advice.
Brad was helpful, informative and professional through every step of the process. He helped my wife and I combine multiple Super accounts into one SMSF, providing us control over our investments and a tax effective solution to help our savings grow. Brad also helped us sort out insurance that was specific to our needs now and into the future. I would highly recommend Brad's services.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2006
- Years of experience 16
- Bachelor of Economics
Vault Financial GroupLevel M1, 88 Creek St
Brisbane City, QLD 4000
- 10:00am – 2:00pm Saturday
- 8:00am – 6:00pm Monday – Friday
Shartru Wealth Management Pty Ltd