Highland Financial
Financial in Brisbane

We help individuals and business owners to make better-informed decisions about their money, and as a consequence, become better money managers and better business people.Through a customised wealth vision, our clients can protect what is important to them, and grow assets on their path to financial prosperity. We also provide estate-planning solutions to ensure the life’s work of our clients and their financial legacy can be passed onto future generations.
When taking financial advice or seeking the guidance of a financial planner, you absolutely must have confidence that your decisions are based on sound, accurate and relevant information. After all, it’s your mortgage, super, investments and family’s future at stake.A team of financial planners and consultants with in-depth product knowledge and access to a diverse range of financial instruments underpins Highland’s personalised financial planning service.We understand our clients, their circumstances, needs and objectives, and provide personalised wealth creation and tax minimisation strategies to satisfy their goals.
Highland Financial’s outstanding reputation continues to grow by enhancing our clients’ ability to make genuinely informed decisions towards a more secure financial future. Our client portfolio includes individuals, executives and companies throughout Australia. We help in personalised services such as wealth creation and tax minimisation, as well as family financial planning plus income and asset protection. For businesses, we specialise in risk management and revenue protection strategies as well as customised benefit programs to protect business owners and ensure continuity of finances in unforeseen circumstances.Protecting your assets and growing your wealth are probably the two most important personal or business strategies you could have, whether in times of plenty or more uncertain. Highland Financial subscribes to a rigorous code of ethics in delivering a broad range of integrated services based on each client’s unique needs. The company is a Corporate Authorised Representative of Fitzpatricks Private Wealth Pty Ltd, Australian Financial Services Licence No. 247 429.