Brad Buters

"Brad has been absolutely exceptional in helping us map out a clear and achievable pathway to financial independence by 60. From our very first meeting, Brad took the time to truly understand our goals, lifestyle and long-term vision, then carefully laid out a structured plan that gave us both clarity and confidence.

What really stood out was his ability to break down complex financial concepts into simple, practical steps. He didn’t just hand us a plan, he walked us through it, ensuring we understood the “why” behind every recommendation. His approach is thoughtful, strategic and completely tailored, which made us feel supported rather than overwhelmed.

Brad’s professionalism, attention to detail and genuine care for our future set him apart. He has given us peace of mind knowing we’re on track and making informed decisions today that will benefit us moving forward.

If you’re thinking about your financial future, there is truly no better time to start and no better person to guide you. It’s never too early to start planning with Brad! Thanks Brad!"

"I recently met with Brad to discuss my financial position as I have just turned 60 and am looking to reduce my hours of work. I was looking for sound advice on my current position and how this would affect me financially up until retirement age. Brad helped me to understand the aged pension system, feel confident with my current position and provided me with the resources I need to give me peace of mind up until my retirement. Thank you so much Brad for alleviating my worries. It was money well spent"

"We were looking for advice to achieve retirement. Brad provided a detailed SOA for us to do this, and explained it well. He is very easy to deal with and knowledgeable. We would definitely recommend his services."

"Brad's understanding of the markets, money flows and superannuation has been exceptional, and he managed to organise my husband and my spending in a way that we have never achieved before. He is very thorough and explained things in a way that even we could understand. We would highly recommend Brad for all financial support, and we will continue to use him as he has enabled my husband and I to manage our money with our future in mind."

"I'm a Brit living in Australia and was going round and round on the various pension/super websites with no clarity on what I had to do. Brad broke it down for me and helped me to understand what I needed to do and how. I can't recommend enough - he has saved me at least $5k+ that I was about to pay because I misunderstood the process (cheers mate if you see this!)."

"Having become a single mum I was looking for someone to help me navigate my finances post my divorce and Brad was the perfect person to do that. He helped me to budget, to plan for the future and to feel confident with understanding my financial position moving forwards. I would highly recommend him and will continue to use his services in the future."

"Brad was very diligent, spent time to understand our need and ambitions and tailored the advice to our need. I had reasonable understanding of the financial issues. I found Brad very knowledgeable, thoughtful and through in his works. He was flexible to meet online and face to face. I read somewhere that you want a financial adviser that is close to your age or younger than you so that you can maintain a long-term relationship. Brad met all my requirements. I would happily refer anyone to him without hesitation."

"Brad was amazing to work with. He communicated concepts in simple terms and clearly articulated the benefits and potential risks related to my proposed strategy. In other words Brad knows his stuff!!. Brad was able to break down the complex world of superannuation, contribution limits, and carry forward concessional contributions that are a mine field to navigate with his expertise."

"I worked with Brad originally to help with my taxation needs. I've since retired and Brad has helped me with the transition. He has been very knowledgeable and very easy to work with over the journey explaining every detail in a clear and concise manner which was easy to understand and to follow. He also involves me in the decision making and what my needs are and always asks questions or if I may have any. Would highly recommend."