True Financial is a fee-for-service financial planning firm based in Brisbane and the Gold Coast, providing clients with transparent and reliable advice tailored to their individual needs. As an independent firm not owned by financial product providers, True Financial prioritizes the best interests of their clients, offering guidance on investment decisions, retirement planning, wealth accumulation, and wealth protection. Led by Director John Duncan, a Certified Financial Planner with over 15 years of industry experience, True Financial focuses on delivering personalized financial solutions and exceptional customer service.
John Duncan’s extensive background in financial planning, coupled with his strong educational foundation in banking, finance, and accounting, sets True Financial apart as a trusted source of expertise in the field. With a commitment to integrity, objectivity, and professionalism, John ensures that clients receive comprehensive and strategic financial advice to help them achieve their long-term goals. By emphasizing a fee-based approach and avoiding commissions on investment recommendations, True Financial aligns its success with the success of its clients, fostering a relationship built on trust and mutual benefit.
True Financial’s philosophy centers on understanding each client’s unique financial aspirations and life priorities to create a customized plan for financial success. John Duncan’s dedication to providing a consistent and rational investment experience, free from emotional biases, has earned him recognition as a top financial planner in Australia. As a member of the Financial Planning Association and the Million Dollar Round Table, True Financial exemplifies a commitment to excellence in financial planning, offering clients a pathway to financial security and peace of mind.