Aegis Financial Planning is a holistic financial advice practice based in Brisbane, Australia, offering retirement planning, investment, cash flow, life insurance, and aged care advice. Established in 2009, the business is committed to building trusting relationships with clients by providing award-winning service. With a focus on improving the financial well-being of professionals, managers, office workers, and public servants, Aegis Financial Planning has been recognized as the Commonwealth Financial Planning Pathways ‘Practice of the Year’ in 2014, 2016, and 2017.
The team at Aegis Financial Planning consists of experienced financial advisers who specialize in superannuation, retirement planning, investments, personal insurance, and aged care solutions. With a fiduciary responsibility to prioritize the best interests of clients, the advisers adhere strictly to professional codes of ethics and conduct. By simplifying complex financial issues and guiding clients towards their unique financial goals, Aegis Financial Planning aims to empower individuals to make informed decisions about their financial future.
Committed to providing reliable and easy-to-understand financial information, Aegis Financial Planning values transparency and security in all client interactions. With a strong emphasis on maintaining the confidentiality and security of client information, the business ensures that all advice is disclosed clearly, and clients are encouraged to ask questions and raise any concerns. By offering comprehensive financial advice and personalized service, Aegis Financial Planning strives to help clients navigate the complexities of financial planning and achieve their long-term financial objectives.