It has now been a year since we expanded into Brisbane, QLD. Given this milestone, it is timely that we provide you with an update on our activity in Brisbane and how we can help those located in South East Queensland.
What we are doing
Having the ability to see more people and start servicing the Brisbane area more proficiently is the goal for the remainder of 2018. Establishment of an office and foothold in an area when you are starting with a small base can often be hard, but we have made our way through the first year in great form and are now well situated at Level 11, Suite 1101, 110 Eagle Street, Brisbane.
The perks of having a small team in Brisbane, largely supported by the Melbourne office means we are very flexible and nimble. Our day to day interactions with clients are very adaptable, throughout South East Queensland we offer; home visits, meeting in cafes and anywhere else convenient for both parties. Ensuring that our clients receive a high-end, professional but personal feel when they interact with the Brisbane team.
Who we work with
We work with a broad range of clientele. In general, the types of clients that have been seeking us out for help fit into one of these four categories:
- Young people establishing their financial pathway
- Individuals and Families established financially and looking for the next steps to achieve their financial wellbeing
- People approaching retirement and/or about to retire; and
- People looking for investment management to invest their existing personal or superannuation funds.
Even if you feel like you don’t belong in one of the above four client groups, you can still get in touch for some guidance, as we are here to help!
The Brisbane team
Ben Warren is the Financial Adviser running the Brisbane team. Ben 5 years’ experience as a Financial Adviser and has dealt with clients of all ages and backgrounds. Ben can be found in his office or in any number of cafes dotted from Brisbane down to the Gold Coast.
To ensure you can always speak with someone from the McQueen Team when you need them, Ben is supported by the Melbourne office.
If you know anyone situated in South East Queensland that may benefit from some financial guidance or a second opinion, please contact Ben (07 3338 5780 / 0414 197 522) for an initial chat at our cost.
McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954, ABN 94 003 771 579.
This information is of a general nature only and does not take into account your investment objectives, financial situation or particular needs. You should not act on any information in this report without first consulting a professional investment adviser in order to ascertain whether the information and any investment decision is appropriate. This information is believed to be accurate however no warranty of accuracy or reliability is given in relation to any advice or information contained, and neither TFSA or its Representatives and officers, agents or employees of either of the aforementioned shall not be held liable for any loss or damage whatsoever arising in any way for any representation, act or omission, whether express or implied (including responsibility to any persons by reason of negligence).