We’re Brisbane financial advisers helping with retirement planning, superannuation, SMSF, investing, budgeting/debt, and aged-care financial planning from our Capalaba base.
Yes—based in Capalaba, we serve clients across Brisbane and the Redlands community.
Absolutely—strategy, timing, retirement income streams and lifestyle planning tailored to your goals.
Yes—optimising super strategies and Centrelink entitlements so your retirement income works harder.
Yes—we assess if an SMSF suits you and guide setup/strategy decisions.
Yes—navigating TTR rules to manage work, income and tax as you approach retirement.
7) Do you offer aged-care financial planning (home or residential care)?
Yes—cash-flow planning, debt strategies and practical budgeting support.
Yes—evidence-based strategies for wealth creation across shares, managed funds and property, aligned to your goals and risk profile.
A collaborative discussion about goals and current position; you stay in control of any recommendations.
Relevant financial information (e.g., super details, statements) so we can understand your situation and objectives.
Yes—AM Planning (LaneMax Financial Pty Ltd trading as AM Planning) is an Authorised and Credit Representative of Akumin Financial Planning Pty Ltd.
All fees and any product-related payments are disclosed in our Financial Services and Credit Guide (FSCG) and your personal advice documents.
Call 07 3245 2693 or contact us online; we’ll outline next steps for your situation.
Yes—local, personalised advice from Capalaba for Brisbane and Redlands residents seeking retirement, super and Centrelink support.