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Love your life. Build a legacy.

At Three Chairs Financial, we’re here to help you live your best life today, while building a secure future and lasting legacy tomorrow.

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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

20s - 30s | Starting Out

20s - 30s | Starting Out

30s - 50s | Building Wealth

20s - 30s | Starting Out

50+ | Planning For Retirement

20s - 30s | Starting Out

67 - 80 | Enjoying Retirement

20s - 30s | Starting Out

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.

Book now

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.

1 financial clarity
Clarity

Understanding your goals.

2 financial control
Control

Empowering you to make informed decisions.

3 financial collaboration
Collaboration

Working together to achieve your financial vision.

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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:

Business succession planning
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Business succession planning

Business succession planning

Reviewing and optimising your Super to increase savings and long-term security
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Intergenerational wealth transfer
Intergenerational Wealth Transfer tile
Intergenerational wealth transfer

Intergenerational wealth transfer

Reviewing and optimising your Super to increase savings and long-term security
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Investments
Investments tile
Investments

Investments

Reviewing and optimising your Super to increase savings and long-term security
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Retirement planning
Retirement Planning tile
Retirement planning

Retirement planning

Reviewing and optimising your Super to increase savings and long-term security
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Personal Insurance
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Personal Insurance

Personal Insurance

Reviewing and optimising your Super to increase savings and long-term security
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Superannuation
Intergenerational Wealth Transfer tile
Superannuation

Superannuation

Reviewing and optimising your Super to increase savings and long-term security
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Our Blog

Navigating your financial journey