0+
TRUSTED CLIENTS
0+
YEARS EXPERIENCE
$0m+
FUNDS UNDER MANAGEMENT
0
HOLIDAYS FUNDED

LATEST NEWS & TESTIMONIALS

  • 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)
  • GOBook01 Geoff has recently finished writing his book!

WHAT WE DO

Insurance

Business and personal insurance, talk to BMM today about securing your professional future and your family life.

Investment

Deciding what and where to invest your money can be a long and stressful process, let BMM guide you through.

Aged Care

Navigating your way through the ever changing world of Aged Care, and how to best fund it!

Superannuation

Your adviser at BMM will work through your needs and give you advice on how to make the most of your superannuation.

GET IN TOUCH WITH BMM

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