At Three Chairs Financial, we’re here to help you live your best life today, while building a secure future and lasting legacy tomorrow.
Find your balance
Financial planning isn’t just about spreadsheets and projections — it’s about finding the right balance; one that gives you the freedom to enjoy your life while working towards what matters most.
Whether you’re preparing for retirement, planning for your family’s future, or navigating a significant financial milestone, together we can make it happen.
Are you ready to see what your financial future looks like?
To better understand your financial tomorrow — you need to know where you are today. Click on your life stage so we can get an idea of how best we can help…
20s - 30s | Starting Out
30s - 50s | Building Wealth
50+ | Planning For Retirement
67 - 80 | Enjoying Retirement
80+ | Twilight Years
Book a kick-off meeting today
Our initial meeting is much more than an introduction — it’s an in-depth session to understand your situation and uncover what truly matters.
It’s also your chance to ask us anything.
Our approach - The Three C’s
Clarity, Control and Collaboration are at the very core of our practice, forming the foundations on which all our relationships are built.
Clarity
Understanding your goals.
Control
Empowering you to make informed decisions.
Collaboration
Working together to achieve your financial vision.
About Us
Since 2012, we’ve been helping individuals, families, and businesses in Brisbane’s northern suburbs take control of their financial futures. With a focus on intergenerational wealth, we aim to support not just you but the generations to come.
What sets us apart?
A family-focused, intergenerational approach to wealth planning
Transparent, fixed-fee pricing — with no surprises
A commitment to fairness, equity, and respect.
Our Services
It’s never too early or too late to take control of your financial future. Three Chairs Financial financial provide expert advice and support across a range of areas — each uniquely tailored to your goals and circumstance:
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Navigating your financial journey