Financial planning · Brisbane CBD · Edward Street
Financial planning in Brisbane city
FinForce is a financial planning practice in the Brisbane CBD, at Level 7, 190 Edward Street. Shay Ram has advised since 2010 and is an Authorised Representative (AR 000412776) of Financial Force Pty Ltd, AFSL 238337. We help people who work, live or run a business in the city, and clients across Queensland, get their super, investments, retirement and business plans working together.
The first chat is to see if we’re the right fit. It’s not advice yet, and there’s no obligation.
Where we are
Financial planners in the city, not out in the suburbs.
Our office is at Level 7, 190 Edward Street, Brisbane City QLD 4000, between Queen Street Mall and Central Station. If you work in the CBD, you can see us before work, at lunch or straight after. Appointments are Monday to Thursday, 9am to 5pm. Prefer not to come in? We meet online and by phone with clients right across Queensland and Australia.
What financial planning covers
What we help Brisbane clients with.
Retirement and financial planning
When you can afford to stop work, how to turn super into income, and what cover you still need.
Planning →Investments and shares
Shares, ETFs and managed funds built around your goals and timeframe, with risks and costs shown. Returns are never guaranteed.
Investments →SMSF advice
Whether a self-managed super fund suits you after costs and trustee duties, and how it should run.
SMSF →Business owners
Lining up your personal wealth, super and an eventual exit with the business.
Business owners →Debt strategy
How borrowing fits the plan, before a licensed credit provider arranges any loan.
Lending →Free calculators
Super growth, loan repayments and contribution caps. Estimates only.
Calculators →Choosing a planner
How to choose a financial planner in Brisbane.
- Check the register. Every financial adviser in Australia must be on ASIC’s Financial Advisers Register. Look up their name and licensee.
- Ask what they can advise on. A licence sets what an adviser is authorised to cover. Our Financial Services Guide sets out ours.
- Get fees in writing. You should know what advice costs before you commit. See how our fees work.
- Understand the process. We follow set steps from first chat to review. See how we work.
Common questions
Where is FinForce's office in Brisbane?
Level 7, 190 Edward Street, Brisbane City QLD 4000, in the Brisbane CBD. Appointments are Monday to Thursday, 9am to 5pm, in person or online.
Do you only see clients in Brisbane city?
No. We're based in the Brisbane CBD and meet clients in person there, but we also advise clients across Queensland and Australia online and by phone.
How do I check a financial planner in Queensland is authorised?
Search their name on ASIC's Financial Advisers Register (via Moneysmart). Shay Ram is Authorised Representative 000412776 of Financial Force Pty Ltd, AFSL 238337. FinForce is Corporate Authorised Representative 001241242.
How much does financial planning cost in Brisbane?
With FinForce, initial advice typically starts from about $5,500, depending on your situation and complexity, and ongoing advice is typically 1% a year of the funds we advise on. Every fee is set out in writing before you commit.