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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Aegis Financial Planning

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Australia
Brisbane, QLD
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.

04/11/2026

With another interest rate rise this week, now is as good a time as any to make sure you're getting the best deal on your home loan. Book in a time to chat through our website to chat further.

27/10/2026

Being part of someone’s retirement journey is a responsibility we don’t take lightly. 🙏This is why we love what we do.

27/10/2026

It was a pleasure to join the National Seniors Australia expo today, celebrating 50 years! We had some great conversations with some local retirees about super, Centrelink and aged care planning. The panel session with Noel Whittaker OAM, Everald Compton AO and Wayne Sticher was a real highlight!

21/10/2026

Retirement isn’t just about the money. 💭

Here are 5 quick questions to ask yourself before you retire: how you’ll spend your time, look after yourself, where you’ll live, stay connected and stay organised.

Which one have you thought about the least? 👇

20/10/2026

Markets move. Confidence in your plan shouldn’t. 📈
If the ups and downs have you second-guessing your retirement plan, let’s talk.

14/10/2026

Some of our best relationships have been years in the making. 🤝
Long-term trust isn’t built overnight — it’s built one honest conversation at a time.

06/10/2026

Good advice means nothing if you can't understand it. That's the whole point. 💬No jargon, no confusion — just answers. Sound like something you're after?

30/09/2026

Interest rates have increased again! 📈 How does this affect you? Do you need to review your plans?
Here's a quick explainer on why interest rates change and how it can affect investment decisions.

As well as advice on your investment decisions, we have a mortgage and lending service to help you find the best rate available to you.
Reach out for a free consultation if you want to know more.

29/09/2026

Will your retirement plan actually last? 🤔

Between super, Centrelink, tax, and figuring out how much income you'll actually need — retirement planning has a lot of moving parts, and it's easy to miss something important.

Swipe through for what to consider (and a few common traps to avoid) 👉

Ready to put a plan together? We offer free, no-obligation chats:
📞 (07) 3220 2034
📧 [email protected]
🌐 aegisfp.com.au

Where are you at with your retirement planning?
A) Sorted, just fine-tuning 💪
B) Started, but not sure it's enough
C) Haven't really started yet 😅

Drop your letter below — and tag a mate who's thinking about retirement too 👇

24/09/2026

There's a new tax on super balances over $3 million 😱 but how long does it take to get there? 🤔
We looked at a few scenarios to give you our best guess - the results may surprise you!
Until you reach that threshold, super remains a tax efficient way to invest for retirement, your first home, or to access insurance options.
Super is an important part of most people's financial plans; so it's important to know how it can be used effectively.
If you think your super could work better for you, let us know and we can help.

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

Website

https://www.aegisfp.com.au/

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