The Best Place in Logan City to Handle Your Money
"Logan Financial Support, By Locals for Locals"
Come See What We're All About
We are an accredited practising financial advisory servicing clients in the South East Queensland region. We have been serving loyal patrons for the past decade and have worked with hundreds of clients from the Logan area and surrounding neighbourhoods. While Logan is our main service area, we also serve clients from the Gold Coast, Brisbane and the Sunshine Coast.
Here at FAL, we take pride in providing the best fiscal advice for you with whatever service you might require. Being an already well-established firm, we know that providing you with the best way to manage your money is of the utmost importance. Hence, we ensure to make that our top priority here, in which we specialise in a variety of services.
Without a formal education in money and how to make the most of it can make dealing with money tricky. That's where we come in. At Financial Advice Logan, we pledge to make the process of whatever you need help with easier. Whether it's lodging your tax return, or deciding whether or not that tempting next purchase is best for your budget, you can rest easy knowing that your funds will be handled optimally.
We understand the importance of flexibility in your life, so we also offer the option of selecting either a face-to-face or online meeting with us. To set up either of these, please fill out the contact form here.
OUR PROCESS
Simple & Effective
Connect
You get in touch with us at (07) 3132 3732 or via our contact form, and we schedule a FREE first consultation with you.
Plan
We find out more about you and where you are on your financial journey. From there we can discuss what your monetary goals are and what you would like to achieve with our assistance.
Profit
We apply our expertise in financial advice to your unique problem. You profit from speaking with our trusted team about your financial goals and dreams.
Frequently Asked Questions
Got a question? We can give you a hand.
Services
General Advice
Our starting point for new clients. We provide you with our basic services that every person could use, and invite you to branch out from these to optimise your experience with us.
Future Planning
We provide services that will help you as you progress through life including retirement and estate planning. We make sure you, our client, is prepared for whatever life throws at them.
Tax Planning & Education
When tax time comes, make sure you get in touch. Our financial advisors are experts in the trade when it comes to helping you minimise your tax paid, and are happy to show you the ropes.
"I haven't consulted with a planner before. How do I know that financial advice is for me?"
Let Us Help You
We offer general financial advice as a foundational service, tailored especially for those new to seeking their guidance. Here's why exploring this introductory service with a FREE consultation can be incredibly beneficial:
Objective Guidance: We provide a neutral and unbiased viewpoint on your monetary situation. We help unravel the complexities, offering clear, impartial advice that's free from personal biases or emotions.
Expert Insight: Our capital consultants are trusted in the field, and have been so for the past 10 years - we bring a wealth of knowledge and expertise to the table, no pun intended. We're able to break down complex financial concepts, offering explanations and insights that empower you to make informed decisions. You can put your trust in us.
Tailored Strategies: We develop personalised, well-tested wealth management strategies based on your specific circumstances. By understanding your income, expenses, goals, current assets, we create plans that align with your unique needs. As certified planners, it is in our best interest to make sure you are on track to reach your dreams.
Adaptable Support: Life changes, and your financial needs evolve constantly. We offer ongoing support, adapting strategies as needed to accommodate shifts in your circumstances or market conditions. If that means you have to take a break from our services in order to get things back on track - no stress - our top-rated consultants will be here ready to accelerate your capital and goals.
Peace of Mind: When you get in touch with us, we offer a sense of security. Knowing that a professional is overseeing your finances enables you to focus on other aspects of life without undue stress about money matters. We also offer personal finance, which ensures that our strategies tie into what's possible for you with your current circumstances.
Opportunity Maximisation: We identify growth or savings opportunities that might go unnoticed. We guide you toward avenues that could potentially enhance your financial well-being. That comes with our years of experience - we can spot those things that others in the industry, or you, might not be able to.
In essence, exploring the introductory service of general financial advice with a financial advisor is like unlocking a pathway to securing your future. Our expertise, tailored guidance, and ability to navigate the financial landscape can significantly impact your financial aspirations positively. Think of it as a reliable first step toward your capital-centered life goals.
General Advice
This is the perfect place to start for anyone discovering the importance of financial advisors for the first time. We take care of all the necessities, including budgeting, investing, etc. We are also open to answering questions from you about your money and the best way to make the most of it.
Future Planning
We specialise in a number of solutions that help you plan out your finances, regardless of your age. We want to make sure your future looks bright, regardless of how much thought you've put towards it. We offer a range of services in figuring out the best option for you, based on your current circumstances.
These services include:
- Insurance Planning
- Retirement Planning
- Estate Planning
Tax Planning & Education
We understand the stresses that arise when tax time comes around. That's why we make it our priority to minimise your tax paid each fiscal year; making your life more stress-free. We also understand the importance of knowledge. We're happy to share our secrets with you on the best way to optimise your tax return.
Testimonials
If you want a second opinion on how good our services are, here are a few of our top-rated testimonials from past and current clients.
As a business owner approaching retirement, I'd always dreaded the thought of having to go through all my assets, superannuation and legal things that come with it. That's where my new friends at Financial Advisors Logan stepped in, and changed that all for me.
Greg Holland, 48
Tax season was a nightmare until I discovered Financial Advice Logan. My advisor, Emily, really streamlined the entire process and optimised my savings with an effective tax plan.
I would highly recommend them if you're looking for hassle-free financial management!
Jessica Faber, 42
My advisor - James - gave me a few clear strategies to change my mindset on spending as a whole, and from that I have become much more mindful overall about where my money is going.
For people in a situation similar to mine, I'd recommend these guys!
Jake Bridge, 23
My advisor James developed a plan for my situation, guiding me through how different types of portfolios and asset registers could help me. His understanding approach and ongoing assistance throughout the transition have given me confidence and peace of mind about my retirement.
Strongly recommend for expert financial advice and personalised care.
Kirk Grundy, 57
"Working with FAL has been life-changing. Thanks to their certified advice on my investments, I've seen significant growth in my portfolio but I've also gained peace of mind for my financial future. They truly understood my goals and created a plan tailored just for me. I feel so much more confident and secure about what lies ahead, all thanks to their top-rated guidance!"
Jeff Richard, 36
As a young entrepreneur, managing my ever-changing assets was an overwhelming task. After about 6 months of trying to figure it out for myself, I turned to FAL.
Their tailored approach and expert insights will significantly improve my future financial decisions. I now feel empowered and excited about my financial future.
For people in a situation similar to mine, I'd recommend these guys!
Mitchell Fagan, 31
More Reasons to Choose Logan Financial Advisors
We Love to Help People
As seen above, we offer extensive services in all things finance, and we have many happy customer reviews. We love what we do here, so we know you will too. So what are you waiting for? Give us a call at (07) 3132 3732 or feel free to use the contact form below to book your first free consultation! We can't wait to give you a hand with whatever you need.
Now It's Your Turn.
Take the plunge and get in touch with Logan's leading financial planners.
Contact Us
Give Us A Call Or An Email Today!
Get one step closer to having your financial troubles sorted.
Quick Links
Office: (07) 3132 3732
Working Hours
Monday - Friday: 9:00 am - 5:00 pm
Saturday: 9:00 am - 12:00 pm
Sunday: Closed