Expert Financial Planner in Brisbane Build Wealth, Retire Confidently

At Massey Financial Advice in Brisbane, we specialise in helping busy professionals and families make smart financial decisions with confidence. Using practical financial modelling, we show you the long-term impact of today’s choices – so you can enjoy a better lifestyle now while preparing for the retirement you deserve.

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If You Keep Doing What You’re Doing, Where Will You End Up?

Do you ever worry about retirement – whether you’ll have enough savings, how you’ll maintain the lifestyle you want, and what compromises you might face when work stops? You’re not alone. Many Australians share the same concerns about their financial future. And with good reason. The Pension Review Background Paper 2008 found that 77 per cent of Australians over 65 rely on government income support. That means many are forced to live on just $34,300 a year as a couple, or $22,700 as a single person. It’s clear why so many end up in financial stress. But with the right financial planner in Brisbane guiding your decisions, your future doesn’t have to look the same.

Couple sitting on edge of wooden dock together

Why Choose Massey Financial Advice?

At Massey Financial Advice, we’re more than just financial advisers – we’re your long-term partners in building clarity, confidence, and security around money. As a boutique financial planning firm in Brisbane, we combine deep expertise with a personal approach, ensuring every strategy is designed to support your goals for wealth creation, lifestyle, and retirement.

Trusted Expertise Backed by Professional Standards

As a Brisbane-based financial planner, Adam holds strong professional qualifications and brings years of hands-on experience to every client relationship. This combination of knowledge and practical insight means Adam can craft financial strategies that aren’t just effective, but tailored to your unique circumstances and aspirations.

Commitment to Ongoing Growth and Excellence

Financial advice should never be static and neither are we. At Massey Financial Advice, we place a strong emphasis on continuous professional development. This ensures our advice is always aligned with the latest changes in:

Superannuation rules and retirement planning
Investment market shifts and opportunities
Social security and aged care provisions
Taxation laws and compliance requirements

By staying at the forefront of these areas, we give our clients the peace of mind that their financial plan isn’t just right for today, but flexible enough to adapt for tomorrow.

The above chart shows the financial position for John and Sue and when they are likely to run out of money. They are currently aged 43 and 41 respectively, plan to work until age 63, and according to Australian averages they can expect to live until 82 and 86. The blue shaded area to the left of the peak shows how they are building assets while they are working. The icons and rising expenditure line show various expenses during this time which include…

Overseas holidays every 3 years
Replacement car every 5 years
Private high school fees for 3 children from John’s age 49
Purchasing a boat at age 50
Home renovations at age 55

The spot where the blue net assets line meets the horizontal axis indicates when John and Sue will run out of money (around age 78). This gives them the opportunity to adjust their planning to achieve a different outcome. For example they could…

Reduce their expenditure by changing or postponing some goals
Become more disciplined with their spending (now and in the future)
Modify their savings levels
Adjust their investment risk

With this information, John and Sue can make decisions that help them prepare for retirement, balanced with current spending and life experiences. Imagine having this financial modelling for your income, expenditure, and assets. Like John and Sue, it would help you to see how your current decisions will affect your future finances (and potential lifestyle). This is just part of the process we use to help you plan for your future, adjust for changing circumstances, and stay on track to getting the outcomes you want. And it’s a key part of our ongoing service at our goal progress meetings. Note: This case study is illustrative only and is not an estimate of the investment returns you will receive or fees and costs you will incur

We Make Advice as Easy as

1

Claim your FREE 25 minute call with an experienced Financial Adviser.

2

We find out about you and put together strategies to help you, making sure you understand them.

3

We prepare the paperwork to help you implement any changes and check in to ensure your success.

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Certified Financial Planner

Member of the Financial Advice Association

Graduate – Australian Institute of Company Directors

MoneySmart Financial Advisers Register

What Others Are Saying…

Here is a small sample of what other people say about their experience dealing with Adam.

Gave us a deeper understanding of what we could achieve…

We have known Adam for many years and have always found Adam to be utterly professional in everything he does.

Working with him to better understand what our true financial position was refreshing because of the approach Adam took to understand our future needs.

The way Adam approach the goals discussion, discovering some goals we didn’t know each other had, and also documenting those goals gave us a deeper understand of what we could achieve.

More importantly, it showed the value of having a strong and trusted relationship with a financial adviser can bring.

Nick Kwiatkowski, Canberra

Tailored a solution that took everything into account…

When my partner and I first started considering seeking financial advice to secure our family’s future we did not know where to start.

After several meetings with Adam, he took our situation, our goals and our plans and developed a tailored solution that took everything into account and has given us peace of mind that our family’s future is financially secure.

Adam, whilst maintaining complete professionalism, was easy to deal with and took the time to ensure both my partner and I understood every detail of our plan. I have no hesitation in recommending Adam and his services as a financial adviser.

Bennett Foster, Brisbane

Served as a good sounding board…

Having known and worked with Adam for over 5 years, I have always found him to be approachable and knowledgeable.

He really does like to help where he can add value and served as a good sounding board for various issues and processes.

I have always found Adam to be honest and genuine.

Leonard Gennusa, Sydney

Adam’s advice has positively impacted our financial future …

We recently engaged Adam to review our current financial position and also to help us plan for the best possible retirement. We were also curious to understand the optimum timeline for us to retire.

The time that we spent with Adam was well invested, and educational. Lessons learned along the way,

We didn’t know what we didn’t know
Adam’s advice has positively impacted our financial future in ways we wouldn’t have thought possible
Adam has literally paid for himself with his clever strategies – multiple times over
We would have been better off overall if we had engaged Adam sooner

Adam is responsive & professional. We wouldn’t hesitate to recommend him.

Paul & Nada, The Gap

How to Explore Working Together

Would you like to know exactly how much money you’ll have when you retire based on your current plan? Would you like to know how to fast-track this plan so you can retire earlier and with more money? Would you like to know how an upcoming decision will affect this plan?