Qualia Wealth - Financial Adviser Brisbane North

Name: Qualia Wealth - Financial Adviser Brisbane North
Address: 1147A Sandgate Road, Nundah, QLD, 4012, AU
Telephone: (07) 3266 2700
Price range: $$$
Rating: 5

Tailored financial advice for building wealth with clarity and confidence in Brisbane North.

5(5 reviews)

accountant

$$$

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About

Qualia Wealth provides personalized financial advisory services in Nundah, Brisbane North, helping clients achieve their short-term and long-term financial goals. The team, led by Tom, offers down-to-earth, responsive guidance on asset structuring, retirement planning, insurance, and market strategies. With a focus on clear communication and tailored solutions, Qualia Wealth ensures clients feel informed, supported, and confident in their financial decisions. Highly rated for professionalism and approachability, they are dedicated to building lasting relationships with individuals and families seeking expert financial advice.

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Location

1147A Sandgate Rd, Nundah QLD 4012, Australia

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Information

1147A Sandgate Road

Nundah, QLD, 4012

(07) 3266 2700 www.qualiawealth.com.au/

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Services

Financial Planning

Comprehensive strategies for retirement, investments, and personal financial goals.

Investment Management

Tailored portfolio structuring and market insights to grow your wealth effectively.

Retirement Advice

Guidance on superannuation, pensions, and long-term savings for a secure future.

Insurance Consultation

Expert advice on life, health, and income protection insurance options.

Asset Structuring

Customized plans to optimize your assets for flexibility and financial growth.

Annual Review Meetings

Regular check-ins to update strategies and ensure alignment with your evolving goals.

5.00 · 5 reviews

Overall rating

Michelle Nash

via Google

· 11 months ago

Tom and his team at Qualia Wealth have been fabulous to work with. From our very first contact with them they have been friendly, helpful and communicative. Tom has taken the time to understand our goals and developed financial strategies for us that feel like a good fit. He always explains things clearly and answers any questions we have in easy to understand terms - we have learnt so much from him and feel confident discussing our options. I have no hesitation in recommending Qualia Wealth to anyone looking for tailored financial advice.

emily simpson-page

via Google

· 11 months ago

We've been working with Tom at Qualia Wealth since 2023 and could not recommend them highly enough. When we were initially seeking financial advice we reached out to multiple businesses and Tom stood out as being down to earth, generous and very responsive to our queries right from the start. We have had nothing but a positive experience with them in the years that followed and look forward to a long future building wealth with Qualia. Tom has a great approach to structuring our assets and making sure we have plenty of space for flexibility and personal goals and is a highly intelligent, genuinely lovely person. If you're looking for tailored financial advice with a great team who can help you reach your goals we 100% recommend giving Qualia Wealth a call!!

Charlotte Gilmour

via Google

· 11 months ago

I’ve been working with Tom and his team for several year and I couldn’t be happier with the experience. Tom is approachable, friendly, and always willing to help. Tom has guided me through setting up a path toward my retirement and future goals that I feel comfortable with. I have a lot of confidence in Tom’s skill and knowledge. He takes the time to explain everything in a way that’s easy to understand and is always available to answer any questions I have, no matter how simple they might be. I highly recommend Tom and his team to anyone looking for trustworthy, knowledgeable, and supportive financial advice.

Jason Handford

via Google

· 11 months ago

We've been with Qualia Wealth since late 2020, and Tom has been absolutely fantastic as our financial advisor. He's easy to talk to, explains everything in a way that makes sense, and genuinely cares about helping us reach our goals. Over the years, Tom's advice has really helped us feel confident and organised with our finances. He's always professional, approachable, and quick to respond whenever we have questions. Cheers, Jason

Laurie H

via Google

· 11 months ago

Tom and the team have been supporting our family for over four years now. Tom keeps his eyes on all of our financial goals, short and long term and gives us advice on all things finance and insurance related with his strong knowledge of the market. Tom makes time to explain the details of our portfolio in our annual meetings in ways we understand and makes us feel at ease to ask about anything we aren't sure about. We are involved every step of the way and couldn't feel safer - the whole Qualia team are great. Quick, timely response to emails and always professional.

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accountant

Brisbane City, QLD

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Y&S Accounting Brisbane provides professional accounting and tax services with a focus on clarity, efficiency, and personalized support. Located in Brisbane City, the firm assists clients with tax returns, superannuation withdrawals, foreign income reporting, and financial guidance. Known for its expertise and attentive service, Y&S Accounting helps clients navigate Australian tax laws, offering peace of mind whether they are local or overseas. The team is highly rated for its professionalism and detailed approach.

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