Brisbane Financial Planner

Tailored wealth management strategies to optimise your investments & secure your future.

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.

Graphic of person enjoying their retirement

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?

Brisbane financial planner Jason Fleming with clients

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

Step 1

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.

l Step 2

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.

Step 3

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.

Step 4

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?

Professional Families
Business Owners
Executives
Retirees

What Our Client Says

Nicholas Reddaway
Mark and the entire team at Fleming are the ultimate professionals. Down to earth, very knowledgeable and explained all of my insurance needs in great depth to help me understand what I required on a very personal level. Mark was always highly flexible in our catch up’s too. I’d highly recommend them for any of your financial needs.
Johnie Bobonica
I had the pleasure of dealing with Mark and received tremendous advice on financial planning. His expertise in short and long term advice to grow one's wealth was tremendous. I strongly recommend Fleming Financial Planning to anyone in Brisbane needing financial planning, wealth advice, superannuation and all things finance related.
Andrew Hughes
I have been dealing with Jason and the team for over 20 years. In that time, I have found them to be honest, reliable, loyal and hard working. I have recommended FFP to family and friends all of whom are clients now. Highly recommend Fleming Financial Planning if you are looking for financial investment, superannuation and insurance advice.
fotina michael
I can’t thank Jason enough for his help and kindness when I was struggling to cope with finances for my brother who is suffering from a terminal illness. Thank you again
Christal Fysentzou
We recently sat down with Mark to go over all our insurances and would have no hesitation in recommending his service to anyone. Mark saved us thousands of dollars on our insurances and is a wealth of knowledge. Highly recommend
Stanbury Josh
I recently started my own business so contacted Mark to make sure my Insurance cover was right for me and also how I could reduce the amount of tax I was paying . Mark took the time to listen and understand my situation and cashflow position and managed to save me over $2,000 a year on my Insurance. Great result, highly recommend!
Matt Tyler
I have dealt with Jason and the team now for over 10 years. Their service has always been top shelf, and anytime I have needed any advice, they have always been there. From re-structuring my super to helping me achieve financial goals, these guys have done me the world of good. I highly recommend (and have done to family and friends - who also now use them).
Sue Kitto
Thanks for looking after us Jason. We look forward to living comfortably in retirement.
Genevieve Ruhle
Jason and his team have looked after our financial planning needs for a number of years - they keep track of everything so that we don't need to worry. They take our success very seriously, keep us accountable and we have seen great results. Would highly recommend.
Jacinta Condon
Jason and his team have consistently provided us with good financial advice and after 8 years of engaging with Jason we are seeing the results of the planning to reach our long term financial goals.

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:

Investing into the market
Structuring ownership assets through Family Trusts, Corporate and Superannuation
Implementing tax effective advice
Protecting family in case of unforeseen events in the most cost-effective manner
Implementing strategies to protect assets

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.