5 Best Financial Advisers in Brisbane for 2026
Who Can Help And How To Choose
Finding a financial adviser in Brisbane is not difficult. Finding the right one for your financial position, career, business and long-term goals is harder.
Some financial planners specialise heavily in retirement. Others work with business owners, high-income professionals or clients with more complicated financial structures. The right choice depends on what you actually need advice on and how involved you want your adviser to be.
For this comparison, we looked at five Brisbane financial advice firms based on their publicly available information, including adviser experience, qualifications, areas of focus, breadth of advice, direct adviser access and the types of clients they work with.
Our top pick for 2026 is Track Wealth, particularly for business owners and high-income professionals who want an adviser involved across more than one part of their financial position.
Our Brisbane Financial Adviser Picks
- Track Wealth: Best overall for business owners and high-income professionals
- Solace Financial: Best for clients wanting access to a larger advisory team
- Hudson Financial Partners: Best for broad and complex financial needs
- Great Advice: Best for pre-retirees and retirees
- Fairway Financial: Best for broad financial planning and protection
Our pick for the best financial adviser in Brisbane for high-income professionals and business owners
Best for: Business owners, professionals, executives and higher-income families who want ongoing, coordinated financial advice.
Track Wealth is a Brisbane financial planning firm led by Leigh Smith, a financial adviser with more than 10 years of experience.
What stood out to us is that Track Wealth is very clear about who it works with. Rather than trying to provide financial advice to everyone, the firm focuses heavily on high-income professionals, business owners and people with more complex financial situations.
Leigh holds a Master of Business in Financial Planning, Bachelor of Commerce, CPA qualification and SMSF accreditation. Track Wealth states that clients also receive direct access to Leigh throughout the year rather than being limited to an annual review.
Why Track Wealth is our top pick
Direct adviser access
Clients can contact Leigh throughout the year by phone, email or meeting rather than waiting for a scheduled annual review.
Strong professional qualifications
Leigh combines financial planning qualifications with CPA and SMSF credentials, which is particularly relevant for clients dealing with more complicated financial structures.
Focused on complex financial situations
Track Wealth works extensively with business owners, lawyers, doctors, engineers and other professionals whose finances may involve business income, tax considerations, investments, superannuation and retirement planning.
Looks at the full financial position
Its approach covers areas including cash flow, superannuation, investments, insurance, estate planning and retirement strategy rather than treating each financial decision separately.
Strong client feedback
Track Wealth currently displays a 5-star client rating, and an independent review aggregator showed a 5.0 rating from 12 reviews when checked.
Who Track Wealth may suit
Track Wealth is likely to be a strong fit for:
- Business owners
- High-income professionals
- Doctors and medical professionals
- Lawyers and barristers
- Engineers
- Families with more complex finances
- People approaching retirement
- Clients needing SMSF or broader wealth strategy advice
Track Wealth operates through Diversified Wealth Pty Ltd, which states it is a Corporate Authorised Representative of Beryllium Advisers Pty Ltd, AFSL 528250.
Website: Track Wealth
Location: Woolloongabba, Brisbane
Our rating: Best overall for high-income professionals and business owners
2. Solace Financial
Best for clients wanting access to a larger advisory team
Solace Financial is a Brisbane CBD financial planning firm established in 2013.
The firm has five financial planners and states that its advisory team has more than 80 years of combined experience. Solace also holds its own Australian Financial Services Licence, AFSL 509493.
Its service range covers areas including investment advice, retirement planning, superannuation, insurance, estate planning and aged care.
This makes Solace worth considering for someone who prefers the resources of a larger planning team rather than working primarily with one adviser.
The firm also has several advisers with postgraduate financial planning qualifications and CFP credentials.
Who may suit Solace:
- Investors
- Pre-retirees and retirees
- Families planning intergenerational wealth
- Clients wanting access to multiple advisers
- People looking for a Brisbane CBD practice
Our verdict: A well-established option for clients who value depth across a larger financial planning team and a broad range of advice areas.
3. Hudson Financial Partners
Best for broad and complex financial needs
Hudson Financial Partners is one of the longest-established firms on this list, having operated in Brisbane since 1992.
The business describes itself as a boutique wealth management firm and states that it now supports more than 3,000 clients across Australia. Hudson holds its own AFSL, number 241177.
Where Hudson becomes particularly interesting is the breadth of services surrounding its financial planning offering.
Its broader group covers areas such as financial planning, investment planning, insurance, lending, accounting, tax strategy, SMSFs and estate planning.
That can be useful for people dealing with financial decisions that cross several professional areas.
Rather than having a financial planner working completely separately from an accountant or finance specialist, Hudson’s model allows several of those functions to work alongside one another.
Who may suit Hudson:
- Families with more complicated financial affairs
- Business owners
- Property investors
- SMSF clients
- People needing financial planning alongside lending or accounting
- Families thinking about inheritance and estate planning
- Clients who value a long-established financial planning firm
Our verdict: A strong option for people who want a broad financial services offering and have needs extending beyond traditional investment and retirement advice.
4. Great Advice
Best for pre-retirees and retirees
Great Advice has a much more specific focus than some of the larger firms on this list.
The practice is based in Springwood on Brisbane’s south side and is led by principal financial adviser George Iacovou.
George has been advising for more than 16 years and holds an AQF Level 8 postgraduate qualification in financial planning. Great Advice operates under Akumin Financial Planning Pty Ltd, AFSL 232706.
The firm’s strongest positioning is around people approaching retirement.
Rather than attempting to cater equally to every financial situation, Great Advice focuses heavily on the decisions people tend to face during the final decade before finishing work, including superannuation, retirement income and the Age Pension.
That makes it particularly relevant for clients in their 50s and 60s who want help answering questions such as whether they have enough to retire and how their superannuation should be structured.
Who may suit Great Advice:
- People within approximately 10 years of retirement
- Retirees
- Brisbane south-side residents
- Clients wanting help with superannuation
- People wanting to understand retirement income
- Clients wanting a smaller advice practice
Our verdict: One of the more clearly specialised choices on this list for people approaching retirement who want advice centred on that stage of life.
5. Fairway Financial
Best for broad financial planning and protection
Fairway Financial is based in Albany Creek and has been operating for more than 17 years.
The firm works with a broad group of clients, including business owners, professionals, retirees and women navigating significant financial changes.
Its financial planning offering covers wealth management, superannuation, retirement planning, personal insurance and business protection.
Fairway has also developed its own framework, called the Fairway Financial Cube, which looks at six areas of a client’s finances: income, retirement, investments, debt, protection and estate planning.
The firm’s protection and insurance capability is another point of difference, particularly for business owners and professionals wanting risk management considered alongside their wider financial plan.
Who may suit Fairway Financial:
- Business owners
- High-earning professionals
- Pre-retirees and retirees
- Clients needing personal insurance advice
- Clients wanting business protection strategies
- People looking for a north Brisbane adviser
Our verdict: A solid all-round option for clients who want financial planning combined with a strong focus on protecting their personal and business position.
How We Compared Brisbane Financial Advisers
There is no single financial adviser who will be the best choice for every person.
Someone approaching retirement has different needs from a 40-year-old business owner with a growing company, investment portfolio, mortgage and complex income structure.
For this list, we considered:
Adviser experience and qualifications
We looked at the experience and professional qualifications disclosed by each firm.
Who they specialise in helping
A clearly defined area of expertise can matter more than having the longest possible service list.
Breadth of advice
We considered whether the practice deals with areas such as superannuation, investing, retirement, insurance, business wealth and estate planning.
Access to advisers
We looked at how prominently firms discuss direct access, ongoing advice and the relationship between the adviser and client.
Business model and transparency
We considered publicly available information about each firm’s service model, licence arrangements and approach to working with clients.
Brisbane presence
Every practice included has a Brisbane or greater Brisbane presence.
What Should You Look for in a Financial Adviser?
The best financial adviser for you depends on what you are actually trying to solve.
Before choosing someone, be clear about whether you need help with:
- Growing investments
- Superannuation
- Retirement planning
- Tax-efficient financial strategy
- Managing wealth outside a business
- Insurance
- Estate planning
- SMSFs
- Debt
- Creating a long-term financial plan
MoneySmart recommends checking that an adviser is registered, reviewing their qualifications, understanding their fees and making sure they are authorised to advise on the areas relevant to you.
It is also worth meeting more than one adviser.
A financial adviser may be highly experienced but still not be the right match for your financial position, communication preferences or the complexity of the advice you need.
Who Is Our Pick for the Best Financial Adviser in Brisbane?
For business owners and high-income professionals, our pick is Track Wealth.
The combination of Leigh Smith’s financial planning, CPA and SMSF background, the firm’s focus on more complex financial positions, direct adviser access and its approach to coordinating financial decisions across a client’s wider professional team makes it stand out for this particular type of client.
For someone primarily focused on retirement, a specialist retirement practice may be a better fit. For someone wanting a larger multidisciplinary team, one of the other firms in this comparison may make more sense.
The important thing is choosing the adviser whose experience and service model match the financial decisions you actually need help making.
Speak With Track Wealth
If you are a Brisbane business owner or professional and want to understand whether your current financial strategy is working as effectively as it could be, you can speak directly with the team at Track Wealth.
They work with clients across Brisbane and Australia and offer an initial conversation to determine whether the relationship is the right fit.
Important Information
This article is general information only and does not constitute personal financial advice or a recommendation to engage a particular financial adviser.
The firms have been compared using publicly available information at the time of writing. Services, personnel, qualifications, fees and licensing arrangements can change.
Before engaging a financial adviser, independently check the adviser’s details on the Financial Advisers Register, review their Financial Services Guide and make sure they are authorised to provide the advice you require.
Ranknv provides marketing services to Track Wealth. Track Wealth has been included and ranked based on our assessment of its publicly available services, adviser credentials, client focus and service model. Readers should independently compare advisers and decide which firm is appropriate for their own circumstances.
