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.

šŸ“¢ Planning for Retirement, Aged Care or Supporting Ageing Parents?Join us at the Seniors of Brisbane: Your Future, Your ...
20/07/2026

šŸ“¢ Planning for Retirement, Aged Care or Supporting Ageing Parents?

Join us at the Seniors of Brisbane: Your Future, Your Way Expo for a free community event designed to help you navigate retirement, aged care, estate planning and other important later-life decisions with confidence.

Our own Luke Kidd will be speaking on an expert panel, sharing practical insights on retirement planning, aged care funding and the financial decisions that matter most as we age.

As proud members of the SALT Directory, we're passionate about helping seniors and their families access trusted advice and support when they need it most.

šŸŽŸļø Register for free:
https://www.eventbrite.com.au/e/seniors-of-brisbane-your-future-your-way-tickets-1991337566266

08/07/2026

Which super fund is the best for you? It's not as simple as comparing investment performance. Working with a financial planner can help you make an informed decision.

29/06/2026

1 July is just around the corner. Here's some important changes occuring in super and tax that you should be aware of. Source: ATO

What does a ā€œcomfortableā€ retirement look like for you?šŸ“© Reach out to discuss how we can help you generate a sustainable...
23/06/2026

What does a ā€œcomfortableā€ retirement look like for you?

šŸ“© Reach out to discuss how we can help you generate a sustainable retirement income.

With higher contribution caps on the horizon, are you making the most of the opportunities available to grow your super?...
16/06/2026

With higher contribution caps on the horizon, are you making the most of the opportunities available to grow your super?

šŸ“© Reach out to explore how these changes could work to your advantage.

Super isn’t distributed equally in Australia; how might the gender gap impact your long-term retirement outcomes, and wh...
11/06/2026

Super isn’t distributed equally in Australia; how might the gender gap impact your long-term retirement outcomes, and what steps could you take to stay ahead?

🐷How does your super stack up against Australians in your age group?ā“Is it on track for the retirement you want?šŸ“© Let’s ...
09/06/2026

🐷How does your super stack up against Australians in your age group?
ā“Is it on track for the retirement you want?
šŸ“© Let’s start the conversation about where you are today and where you’d like to be.

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

šŸ“© 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. ā“Will your financial ...
02/06/2026

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

ā“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.

šŸ“© Reach out for tailored advice on building a confident and sustainable retirement.

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

Alerts

Be the first to know and let us send you an email when Aegis Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Aegis Financial Planning:

Share