What sets us apart?
At Three Chairs Financial, we offer a comprehensive range of services to support you — no matter where you are in your financial journey.
Many clients come to us later in life. Financial planning is something they’ve been meaning to do but, somehow, they haven’t got around to it – until they experience a major financial event – e.g. empty nesting, selling a home, receiving an inheritance, retiring or selling a business.
The great news is that, while it’s always better to get started early, it’s rarely too late for us to help. So whether you’re just starting out on building your wealth or you’re well down the track, we can help you with all aspects of financial planning.
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.
Services
Superannuation
Superannuation
Read More
Retirement planning
Retirement planning
Read More
Personal Insurance
Personal Insurance
Read More
Investments
Investments
Read More
Our Fees
In keeping with our core values of fairness, equity and transparency, rather than charge a percentage-based fee, we agree with you in advance the work to be undertaken and the fixed fee we will charge for it. This provides certainty, clarity and simplicity.
Book a meeting
Find your balance
When it comes to creating a real, viable financial plan — our streamlined process ensures every decision aligns with your unique needs.
1. Discover
We start by understanding your financial goals and aspirations.
2. Plan
We develop a tailored strategy that aligns with your vision and finances.
3. Implement
We work with you to put your financial plans into action.
4. Review
Regularly reviewing plans and progress to help keep you aware and on track
