We believe our clients are best served by individualised wealth solutions.

The wealth management team at HLB Mann Judd Brisbane are experienced advisers committed to increasing your wealth by designing a plan, investment strategy, and portfolio tailored to your circumstances, values and future objectives.

How we help clients

We regard the creation and management of wealth as a collaborative journey. A holistic approach and a focus on client education are central to this process. We apply our knowledge to your individual needs, lifestyle, goals, risk profile, timeframe, and tax situation to generate solutions plus maximise outcomes.

Implementation is critical to your success. To ensure your financial goals are met, we prioritise follow-through, regular reviews, and two-way communication.

Our bespoke approach extends to our flexible fee arrangements, offering you choices that suit your circumstances.

Our wealth management services and support include:

 

  • Multi-generational wealth management
  • Investment strategy and implementation advice
  • Portfolio management and investments
  • Risk management and insurance
  • Wealth transfer and wealth development strategies
  • Asset protection
  • Superannuation and SMSF strategies
  • Estate planning and administration
  • Philanthropic strategy, including charitable giving and foundations
  • Empowering younger generations through philanthropy

Additionally, we offer:

  • Family meetings, coaching, planning, and mentoring
  • Continuing education to promote responsibility and stewardship
  • Facilitating family governance structures, including mission statements and goals
  • Family conflict resolution
  • Planning and ongoing financial management for transitions to aged care facilities.

 

As wealth managers, we differentiate ourselves through our high-level expertise and our client service is second-to-none. We look forward to working with you.

 

 

HLBMJ Wealth Management (SE Qld) Pty Ltd Authorised Representative under Australian Financial Services Licence No. 527535.

The information provided here is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Complaints Policy
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services we encourage you to contact us.

Related services

Aged Care Planning
Philanthropic Strategy
Superannuation & SMSF Strategies