Aegis Financial Planning

Aegis Financial Planning We are a holistic financial advice practice based in Brisbane, Australia.

We provide retirement planning, investment, cash flow, life insurance and aged care advice for people seeking reliable information on how to improve their financial well-being.

State vs state—whether it’s on the field or in your finances, how does your super compare across Australia?📩 Let’s talk ...
03/06/2026

State vs state—whether it’s on the field or in your finances, how does your super compare across Australia?

📩 Let’s talk about how to put your financial game plan in a winning position.

On average, Australians are stepping into retirement earlier than many expect, particularly women. ❓Will your financial ...
02/06/2026

On average, Australians are stepping into retirement earlier than many expect, particularly women.

❓Will your financial plan support the lifestyle you want, for as long as you need it?

😃If you’re within 5–10 years of retirement, now is the time to stress-test your strategy.

📩 Reach out for tailored advice on building a confident and sustainable retirement.

27/05/2026

The proposed tax changes in this year's federal budget may change your strategy if you are saving for your first home. Here, Luke shares our top 3 strategies for saving a first home deposit in a tax-effective manner.

18/05/2026

This short from has over 3 million views across Instagram and Tiktok. Too bad it's full of mistakes!

01/05/2026

A reminder to be careful where you get financial advice - ASIC have stepped up their scruitiny on dodgy "finfluencers". Here, Luke explains some of the issues with unlicensed advice and how our process meets our clients' best interests.

24/04/2026

Setting clear goals is an essential part of making good investment decisions! What goals are you working towards?

14/04/2026

Up to 700,000 retirees may be paying more tax than they need to simply because their super isn’t in pension phase. Here, Luke explained how retirement income decisions aren’t simple, and getting them wrong can be costly.

09/04/2026

Be careful about taking advice from your social media feed - posts like this are made to get your attention, but the advice they offer can lack substance or be downright misleading!

01/04/2026

💳 Did you know your concession card could be worth hundreds of dollars every year?
If you’re retired (or close to it), this is something you don’t want to overlook.
# QueenslandSeniors

Today Luke and Tom spent the afternoon with Brian Parker and Andrew Fisher of Australian Retirement Trust and Lori Heine...
27/03/2026

Today Luke and Tom spent the afternoon with Brian Parker and Andrew Fisher of Australian Retirement Trust and Lori Heinel of State Street Investment Management, discussing the current economic and market environment. Great to get their insights on how active portfolio managers can manage risk during periods of heightened volatility. The view from Howard Smith Wharves was a plus too!

Address

Level 13, 307 Queen Street
Brisbane, QLD
4000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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