Investment Zone
23 Reviews
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
About the Business
Brisbane Financial Planners | Wealth Advisor | Investment Zone | Investment Zone provides clear and comprehensive Financial Planning advice, helping you achieve your personal financial goals.
Contacts
Call Us
184 Bay Terrace, Wynnum QLD 4178
Hours
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Toilets
- On-site services
- Online appointments
- Appointment required
Recommended Reviews
Emily Woodward
20.10.2023
Investment Zone
Brad and Amber and the team at Investment Zone are experts in the field of finance. They bring a wealth of experience to their customers in order to give wise advice.We entrusted Brad with our finances just as the effects of COVID were being felt. As a couple nearing the end of our working lives we could not risk a significant loss of our superannuation and savings. We followed Brad's recommendations and seeing growth once again.
Michelle Horn
18.10.2023
Investment Zone
We approached Brad at Investment Zone because we were looking for some expert guidance in our financial planning. Brad helped us by sharing his financial knowledge and experience. Brad and the staff at Investment Zone have assisted us in putting into place financial plans that we know will pay off in the future. He has made things simple and easy to understand. We know his recommendations are made with care, consideration, and professionalism. I highly recommend Investment Zone for financial planning and advice. Jeff & Michelle
Juandre van loggerenberg
03.10.2023
Investment Zone
From the very first meeting it was clear that the service you receive from every team member at Investment Zone is nothing short of exceptional.Very welcoming staff, and the expertise we receive from Brad's extensive financial knowledge is simply priceless.We are so relieved knowing that we have Investment Zone in our corner guiding us to secure our financial freedom for the future.Thank you for the great service you provide to our community.
Matthew Elisseos
01.10.2023
Investment Zone
We were recommended to Brad by another professional in the finance industry who we have known for a long time and trust. We were very happy with the service that Brad provided in finding and implementing the best insurance policies to suit our needs. Brad has saved us a lot of money by consolidating and optimising our insurance policies and made the process easy to understand. We definitely recommend his services. Investment Zone provided us Personal, Business, and Life Insurances as well as great Investment Advice.
Ryan M
04.09.2023
Investment Zone
Brad is an exceptional financial planner who provides deeply tailored financial advice to your individual circumstances. The expertise Brad draws on from over 35 years in the industry is undeniably beneficial and can be seen from the strong financial and investment advice he provides. The team at Investment Zone always go the extra mile and are remarkably quick to respond to queries or questions. I am very happy with the level of service received and highly recommend Investment Zone for financial/investment advice.
Jessica Maynard
22.08.2023
Investment Zone
Brad is fantastic to deal with and his Team are lovely! Highly recommend Investment Zone to have your Superannuation, Investments and Insurance needs taken care of!
Stuart Wager
14.08.2023
Investment Zone
I have been a client of Investment Zone since 2018, when I approached them to help me achieve my financial goals.Since then, I continue to experience professional service, expert tailored financial advice and the whole team are responsive and friendly. I work remotely so being able to communicate digitally, via video, email and phone has made it easy.I highly recommend Investment Zone for all Financial Planning needs.
Nic M
25.07.2023
Investment Zone
I wouldn't hesitate to recommend Brad for financial advice. I liked that Investment Zone wasn't aligned to a bank so he could give us advice that was relevant and genuine. I feel like we are on the right path now we have our super and investments sorted! Plus I know I have the right cover if anything happens to us. He's very experienced but can cut through the Financial jargon! Nothing is a bother, and I'm so pleased we saw him. Thanks Brad!
Gary Woodward
19.07.2023
Investment Zone
Great service and great results. Easy to understand advice. Brad goes out of his way to fit meetings around my work schedule. We have confidence in our financial future due to the financial advice and management we receive from Investment Zone.
Timothy Marley
11.07.2023
Investment Zone
I would highly recommend Investment Zone to anyone looking to gain control of their finances. Brad and the team put so much care into the advice that they give. They have looked after me and answered any questions I had and have taken all the stress out of securing my finances.
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Map
184 Bay Terrace, Wynnum QLD 4178
Investment Zone