Aegis Financial Planning

Directions Website Contact the business

Aegis Financial Planning We are a holistic financial advice practice based in Brisbane, Australia.

We provide retirement planning, investment, cash flow, life insurance and aged care advice for people seeking reliable information on how to improve their financial well-being.

Some of our best relationships have been years in the making. 🤝Long-term trust isn’t built overnight — it’s built one ho...
14/10/2026

Some of our best relationships have been years in the making. 🤝
Long-term trust isn’t built overnight — it’s built one honest conversation at a time.

Good advice means nothing if you can't understand it. That's the whole point. 💬No jargon, no confusion — just answers. S...
06/10/2026

Good advice means nothing if you can't understand it. That's the whole point. 💬No jargon, no confusion — just answers. Sound like something you're after?

30/09/2026

Interest rates have increased again! 📈 How does this affect you? Do you need to review your plans?
Here's a quick explainer on why interest rates change and how it can affect investment decisions.

As well as advice on your investment decisions, we have a mortgage and lending service to help you find the best rate available to you.
Reach out for a free consultation if you want to know more.

Will your retirement plan actually last? 🤔Between super, Centrelink, tax, and figuring out how much income you'll actual...
29/09/2026

Will your retirement plan actually last? 🤔

Between super, Centrelink, tax, and figuring out how much income you'll actually need — retirement planning has a lot of moving parts, and it's easy to miss something important.

Swipe through for what to consider (and a few common traps to avoid) 👉

Ready to put a plan together? We offer free, no-obligation chats:
📞 (07) 3220 2034
📧 [email protected]
🌐 aegisfp.com.au

Where are you at with your retirement planning?
A) Sorted, just fine-tuning 💪
B) Started, but not sure it's enough
C) Haven't really started yet 😅

Drop your letter below — and tag a mate who's thinking about retirement too 👇

24/09/2026

There's a new tax on super balances over $3 million 😱 but how long does it take to get there? 🤔
We looked at a few scenarios to give you our best guess - the results may surprise you!
Until you reach that threshold, super remains a tax efficient way to invest for retirement, your first home, or to access insurance options.
Super is an important part of most people's financial plans; so it's important to know how it can be used effectively.
If you think your super could work better for you, let us know and we can help.

This is exactly why we do what we do. 🙌 Know someone who could use advice they can actually trust? Tag them below. ...
22/09/2026

This is exactly why we do what we do. 🙌 Know someone who could use advice they can actually trust? Tag them below.

With hundreds of funds out there, it's genuinely hard to know if yours is pulling its weight — or if you're paying for s...
15/09/2026

With hundreds of funds out there, it's genuinely hard to know if yours is pulling its weight — or if you're paying for something that doesn't fit your goals.

Swipe through for what to actually look for (and a few common traps to avoid) 👉

Not sure where you stand? We offer free, no-obligation chats — reach out any of these ways:
📞 (07) 3220 2034
📧 [email protected]
🌐 aegisfp.com.au

When's the last time you checked your super?
A) This year, I'm on it 💪
B) A few years ago...
C) Honestly, no idea where to even look 😅
Comment with your letter below 👇

14/09/2026

What do you think about One Nation's proposal? Would you rather have money in your super, or pay down your mortgage?

10/09/2026

"Collapse." "Bloodbath." "Turmoil." That language isn't there to inform you — it's there to keep you scrolling.

Turn down the noise. Stick to the fundamentals.

👇 What's the most dramatic market headline you've seen this year?

Annual reviews shouldn't feel like a chore — they should feel like this. 📞When's the last time you checked in on your fi...
08/09/2026

Annual reviews shouldn't feel like a chore — they should feel like this. 📞When's the last time you checked in on your financial plan?

Address

Level 13, 307 Queen Street
Brisbane, QLD
4000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Aegis Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Aegis Financial Planning:

Shortcuts

Share

Category