LATEST NEWS & TESTIMONIALS
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July 17, 2018
As some of you know, Geoff does some work with the Griffith University Financial Planning…
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July 5, 2018
THANK YOU FOR YOUR SUPPORT! The final numbers are in for 2018 financial year. In…
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June 20, 2018
Should our portfolios be a reflection of us? Yes! If you want to be involved,…
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June 14, 2018
Do you have a personal trainer, life coach, mentor or guidance counsellor? At BMM, we…
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June 4, 2018
Time to cut the umbilical cord? An article over the weekend suggested that Australian parents…
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May 28, 2018
In the recent Federal budget, it was proposed that there will be a review of…
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My retirement savings are in good hands
Brisbane Money Management has given me the confidence knowing that my retirement savings are in good hands and will span for the length of my retirement. BMM understood my concerns about risky assets following the Global Financial Crisis, and have tailored my portfolio with this in mind, specific to my needs. The level of communication from Geoff and his team provide me with the confidence that I know what my investments are doing, and why they are doing it. Knowing that BMM have my finances under control has enabled me to enjoy my golf more, and I’d say even improved my handicap!
– Gary (Age 62, Retired) -
A focus on doing the right thing by their clients...
I have known Geoff and Brisbane Money Management for more than 5 years, perhaps as long as 10. I meet Geoff and Tristan, the other adviser at the firm, regularly at industry, insurance company and fund manager functions and have visited both offices. BMM is a business that is built around a focus on doing the right thing by their clients. I have no hesitation in recommending Geoff, Tristan and BMM to anyone who is seeking tailored, personalised financial advice.
– Michael Reid (Managing Director, Thistle Insurance Services) -
Geoff has recently finished writing his book!
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