No Obligation 60 minute consultation to discuss your objectives and see how we can assist you to get the most from your finances
Your first conversation with our Brisbane Financial Planner will only cost you your time. You owe it to yourself to take the next step and take the responsibility to be smart with your money. We are here to guide you.
To get in touch or book a free consultation, please use the contact details below or send us an email and we’ll get back to you as soon as possible.
Our Office is conveniently located close to the centre of Brisbane, in Woolloongabba, just off Ipswich Road and near Stanley and Vulture Streets. We have onsite parking available for our clients, and while we always prefer face-to-face meetings, we can arrange online meetings where required.
Office:
Fleming Financial Planning
13 Balaclava Street
Woolloongabba, Brisbane QLD 4102
Phone:
Email:
Our Financial Planning Services
Superannuation and Investment Advice
Understanding your options to invest inside and outside of super can make a significant difference to the accumulation of your wealth. We can help develop a strategy to save tax and build wealth that aligns to your risk tolerance and investment timeline.
Life and Income Protection Insurance
Protecting your income should you be unable to work, or providing for your family in the event of your death, is just as important as growing your wealth.
Retirement Planning
From “just bought your first house” to “happily retired”, we can help you get and stay on track to live life to the fullest.
Why Choose Fleming Financial Planning?
Peace of Mind
It’s often hard to know what you don’t know and what steps you need to take to set yourself up for a prosperous future. We take the worry and stress out of finances for our clients, so they can relax with the confidence that their money is working hard for them.
Consistency and Accountability
It’s not just about starting on a path to financial freedom: it’s about staying on the path. We support our clients to make informed decisions in order to get the most from their finances and lifestyles, now and into the future.
As Plans Change, Update The Plan
Financial planning is about consistently striving to improve the future for our clients. As opportunities arise, we will identify them and explain them to our clients. When they are ready, we support them to take the necessary steps.
What is Financial Planning?
Financial planning means different things to different people. Some see it as investment advice, while others believe it’s all about tax strategies, or help with budgeting and insurance.
The reality is: financial planning is all of these things, and more. It’s a comprehensive service aimed at helping you understand your current position, make sound financial decisions and take control of your finances.
Many people have a gap between where they are today and the lifestyle they’d like to enjoy. This gap creates a feeling of uncertainty. Financial planning advice helps you bridge that gap and take action to create the life you want.
It does so by understanding your needs and objectives, and giving you a financial plan based on your particular lifestyle goals and personal situation.
Your financial situation is different at different life stages, and is very different to the next person. Fleming Financial Planning tailors a plan for your unique circumstances, and supports you through each stage as you grow, protect and enjoy your finances.
Our Process
Contact us to book your No Obligation consultation
This will provide you with an opportunity to get to know us, to understand our services and fees, and see if you would be comfortable working with us. Similarly, it gives us the opportunity to understand a bit about your situation and see if we can add value for you.
Strategy meeting
After collecting information about your circumstances and discussing your financial goals, we arrange a second meeting to discuss the strategies that we believe would be effective for you. If you are comfortable, we then compile the formal recommendations and proceed to the next stage.
Advice Presentation
We go through our recommended strategies with you and take the time to make sure that you understand the advantages, as well as any potential disadvantages.
Implementation and Regular Review
If you are happy to proceed with our recommendations, we go on to implement the advice for you. We keep in touch and catch up with you at least once per year, as a way to stay updated on how your circumstances change and help keep you on track.
Fleming Financial Planning Values
Accountability
It is our promise to our clients to help put them on the path to achieve their financial freedom, so they can live the life they want to live.
Respect
We aim to reply to our clients enquiries on the same day, as we respect their time, and want to ensure they have the solutions they need to lead a comfortable stress free financial life.
Loyalty
All of our client interactions are done fairly, and we are accountable for the advice we provide.
Integrity
We are known as a business that acts with integrity and lives up to the trust people put in us.
What Types Of Clients Do We Service?
What Our Clients Say
No Obligation 60 minute consultation to discuss your objectives and see how we can assist you to get the most from your finances
We listen closely to your circumstances and your goals, outline the way forward and hold you accountable as you work towards your goals.
We know financial matters can be complicated, and even stressful. When life gets busy, our finances can get pushed down the to-do list as we deal with day-to-day priorities. At Fleming Financial Planning, we take the anxiety out of financial management, and give you the clear plan and tools to help you reach your goals.
Fleming Financial Planning was established in 2010 to deliver clients the next level of service not offered by other practices and institutions. With most of our clients, at least one person in the household is self-employed – and we understand the specific challenges and opportunities this can present.
We specialise in providing advice for complex financial scenarios, such as:
Partners
Fleming Financial Planning is an ASTRUM AWARDS 2023 Finalist
The team at Fleming Financial Planning are pleased to announce our selection as a finalist for the ASTRUM Awards Small Practice of the Year.
We are honored to be recognised among three outstanding businesses in the industry of financial planning. This nomination reflects the dedication and hard work of our entire team, as well as the continued support of our valued customers and partners.
The ASTRUM Awards recognises excellence in innovation of advice and celebrates practices that go above and beyond in all aspects of the advice journey.
Thank you to the ASTRUM, for considering us for this incredible honour, and thank you to our clients, partners, and community for your ongoing support.
Cancer Council’s Pro Bono Program
Fleming Financial Planning participates in the Cancer Council’s Pro Bono Program. The program helps people affected by cancer access free legal, financial, and small business advice if they cannot afford to pay for it.
We are proud to have been able to assist people affected by cancer in our community with their financial needs since 2015.