Financial Advisors Logan

The Best Place in Logan City to Handle Your Money

Check Out Our Services
Woman thinking about her possibility of getting more money

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 service 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.


Not having the best economic knowledge or even advice can make dealing with money even more 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 you,r 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 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 us about your financial goals and dreams.

Frequently Asked Questions

Got a question? We can give you a hand.

  • Why do I need financial advice?

    Welcome to Financial Advice Logan, where we help you make the most of your money. No matter how much you earn, save, or spend, we can help you create a realistic and specific plan that suits your budget and lifestyle. We can also help you find the best investment options for your situation, based on your goals and risk tolerance. 


    We can also help you protect what you have, by recommending affordable insurance policies and estate planning strategies. Plus, we can help you save money on taxes and fees, by optimising your financial structure and taking advantage of tax benefits and discounts. By working with us, you can feel more confident and secure about your money. To start your journey, click 'Contact Us' to book a free consultation with us.

  • Is it affordable?

    One of the most common reasons for not getting financial advice we hear is that it's too expensive. This just isn't true. Financial advice is affordable and accessible for everyone, regardless of your income or assets. 


    At Financial Advice Logan, we offer a range of payment options, such as fees, commissions, or a combination of both. We also provide a free consultation, where we will discuss your needs and goals, and give you a quote for our services. You can then decide if you want to proceed with us or not. 


    There is no obligation or pressure to sign up. We believe that financial advice is an investment in your future, and we want to help you get the best value for your money. To find out more, visit our website or contact us today.

  • Why choose Financial Advice Logan?

    If you are looking for a local and independent financial advisory firm, you need not look any further than Financial Advice Logan. We have a team of qualified and experienced financial advisers, who are committed to providing personalised and professional service to our clients. 


    We take the time to listen to your goals and preferences, and tailor our advice to your situation. We also offer a range of payment options, such as fees, commissions, or a combination of both, and a free consultation, where we will give you a quote for our services. We believe that financial advice is an investment in your future, and we want to help you get the best value for your money. 


    To find out more, give us a call at (07) 3132 3732 or press 'Contact Us' today.

  • What is the best way to set up a meeting?

    If you are ready to take the first step towards your financial goals, you can book a free consultation with us online. 


    Simply click "Contact Us" and fill out a short form with your name, contact details, and a brief description of why you want our help. We will get back to you as soon as possible to confirm your appointment. 


    Alternatively, you can call us or email us to arrange a meeting. We are available from Monday to Friday, 9 am to 5 pm, as well as Saturday mornings from 9 am to 12 pm. We look forward to hearing from you and helping you with your financial needs.

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.

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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.

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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.

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Person talking about general advice to improve his finances

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. 





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"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 financial situation. We help unravel the complexities, offering clear, impartial advice that's free from personal biases or emotions.


Expert Insight: We bring a wealth of knowledge and expertise to the table. We're able to simplify complex financial concepts, offering explanations and insights that empower you to make informed decisions. We are also experts on finances in the Logan region.


Tailored Strategies: We develop personalised financial strategies based on your specific circumstances. By understanding your income, expenses, goals, and risk tolerance, we create plans that align with your unique needs.


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.


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.


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.


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 achieving financial stability and success.

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
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Person thinking about his future finances
People meeting to talk about their tax around tax time

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.

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More Reasons to Choose Logan Financial Advisors

We Know the Game

It is our job to make sure you're completely up-to-date with everything that happens in your economic life. We make sure you understand all the technical economic lingo that is used and translate it into English for you. Whether you know just a tad or plenty on the subject of finance, our commitment to you is to guide you through any monetary journey you may have on your hands. You can put your trust in us.


Financial advisor being handed a new client's paperwork

We Know the Game

Here at Logan Financial Advisors, it is our job to make sure you're completely up-to-date with everything that happens in your financial life. We make sure you understand all the technical financial lingo that is used and translate it into English for you. Whether you know just a tad or plenty on the subject of finance, our committment to you is to guide you through any financial journey you may have on your hands. You can put your trust in us.

Smily piggybank having more money placed inside

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 Advisors.

Contact Us

We've Just Started a Blog

Make sure you check it out to get the newest tips and tricks of the trade! We'll be progressively updating this and we welcome all forms of feedback and ideas for us to cover, so make sure you leave a comment!

Our financial planner's setup when working with clients
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