My retirement savings are in good hands

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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...

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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)