Craft Your Future with Confidence
Personalised Financial Advice in Queensland
Integrated financial planning, powered by the Flynn & Co group. We unify your investment, retirement, and tax strategy under one cohesive vision.
- Reach Out Today
- Book Your Free Discovery Call
A Unique Advantage
Wealth & Tax Strategy Under One Roof
At Flynn Wealth Advisory, we solve a critical flaw in traditional financial services: the disconnect between wealth building and tax planning.
We are the strategic wealth arm of Flynn & Co Chartered Accountants. Founded on our Principal’s vision for holistic client care, our integrated model means your financial planner and your accountant are not just on the same page—they are part of the same team, working from the same playbook.
For you, this means:
- Strategies built with tax intelligence: Your retirement and investment plans are designed from day one to be tax-effective.
- Seamless coordination: No more playing telephone between separate firms.
- A unified view of your wealth: We help you grow what you keep, not just what you earn.
This isn’t just an add-on; it’s the foundation of how we deliver more comprehensive, efficient, and powerful advice.
Your Journey to Financial Confidence, Simplified
Your Path to Clarity: Our 4-Step Process
The Discovery Session (Your Free Consultation)
We listen. In this confidential, no-obligation meeting, we'll understand your goals, concerns, and current situation. This is about you, not a sales pitch.
Analysis & Strategic Design
We dive deep. Our team will analyse your finances, model scenarios, and design a tailored strategy to optimise your position and achieve your stated goals.
The Roadmap Presentation
We present your clear path forward. You'll receive a detailed, understandable plan with specific recommendations, projected outcomes, and all your questions answered.
Implementation & Ongoing Partnership
We guide you into action and provide ongoing review. We'll help enact the plan and schedule regular check-ins to adapt to life's changes, ensuring you stay on track.
1200+
Happy Clients
5 stars
Average Review
30+
Years Of Experience
35+
Staff Members
Our Services
Retirement Planning
Tailored retirement planning for Queenslanders. From SMSFs to Age Pension strategies, we create tax-efficient plans for a secure, confident retirement. Book your free consultation.
Investment & SMSF Advice
We provide strategic portfolio management, SMSF setup & administration, and tax-optimised strategies. Book a consultation.
Personal Risk Insurance
Don't leave your family's security to chance. Get expert, tailored advice on life insurance, income protection, TPD, and trauma cover in Queensland. Get a review.
Estate & Succession Planning
Ensure your assets are protected and passed on according to your wishes. Expert estate planning, Wills, testamentary trusts, and succession advice for Queensland families & businesses.
Cashflow & Debt Strategy
Take control of your money. We provide expert cashflow management and debt strategy advice for Queenslanders, including debt recycling and mortgage optimisation. Book a review.
Take the first step toward financial clarity. Book your free discovery call and discuss your goals with a qualified CFP® professional—no pressure, just guidance.
Your Path to Clarity: Our 4-Step Process
Your Journey to Financial Confidence, Simplified
The Discovery Session (Your Free Consultation)
We listen. In this confidential, no-obligation meeting, we'll understand your goals, concerns, and current situation. This is about you, not a sales pitch.
Analysis & Strategic Design
We dive deep. Our team will analyse your finances, model scenarios, and design a tailored strategy to optimise your position and achieve your stated goals.
The Roadmap Presentation
We present your clear path forward. You'll receive a detailed, understandable plan with specific recommendations, projected outcomes, and all your questions answered.
Implementation & Ongoing Partnership
We guide you into action and provide ongoing review. We'll help enact the plan and schedule regular check-ins to adapt to life's changes, ensuring you stay on track.
1200+
Happy Clients
5 stars
Average Review
30+
Years Of Experience
35+
Staff Members
We are here to put your mind at ease.
Our law firm comprises a highly skilled team of internationally trained and experienced lawyers who possess extensive knowledge in international expansion, mergers and acquisitions and sale of all sizes of businesses. Whether you are looking to acquire a café on the corner or looking to expand overseas we can provide effective guidance and legal support for your company’s needs. If you are looking to expand from Australia to larger overseas markets or looking to enter the Australian market for the first time we can help to ensure a seamless transition. Our lawyers understand the complexities of the business world and we can navigate any potential obstacles that may arise during your expansion process.
We are always here to see how we can serve your business. Contact us today.
Why Queensland Clients Trust Us
Trusted Financial Guidance for the Queensland Community
A Glimpse of Impact: Client Case Study
From Overwhelmed to Optimised: A Queensland Client's Story
Situation: Mark, a 48-year-old engineer in Queensland, had multiple super funds, company shares, and investment property. He was unsure if he could retire at 60 and worried about tax inefficiency.
Our Solution: We consolidated his super into a high-performance fund, implemented a salary sacrifice strategy, structured his property debt for optimal tax deductibility, and created a diversified investment portfolio within his SMSF.
The Result: Within 18 months, Mark projected an extra $200,000 in retirement savings and reduced his annual tax liability by $8,500. He now has a single, clear dashboard view of his financial future
Common Questions About Starting with a Financial Advisor
Your initial Discovery Session is completely free and without obligation. It’s a 45-minute conversation to understand your goals, explain our process, and see if we’re the right fit to help you. You’ll leave with initial insights, even if we don’t work together.
Good financial advice is about efficiency and direction, not just scale. We help clients at various stages. Often, early strategic advice on super, debt, and insurance can create the greatest long-term impact.
We focus on strategic, holistic planning rather than selling isolated products. We act as your personal CFO, connecting all aspects of your finances. Our fixed-fee-for-service model (where applicable) also ensures our advice is aligned solely with your best interests.
Just yourself and your questions. If you have recent statements for super, investments, or loans, they can be helpful, but they’re not required to start the conversation.
Let's Start the Conversation.
Take the guesswork out of your finances. Flynn Wealth Advisory provides comprehensive, personalised financial advice for Queensland individuals & families. Book your free, no-obligation strategy session.Providing clients with the best possible service and advice.
Step 1
Book Your Free Strategy Session
Choose a time that suits you for a complimentary 45-minute session with a qualified CFP® professional.
Step 2
Get Clear on Your Financial Position
We’ll review your goals, current situation, and opportunities so you can see exactly where you stand.
Step 3
Explore Your Best Options
Receive personalised insights and strategies tailored to your needs—no sales pressure, just clarity.
Step 4
Decide Your Next Step With Confidence
You choose what happens next, knowing you’ve had expert guidance and a clear plan forward.
Your Financial Clarity Awaits. Let's Start the Conversation.
A secure financial future isn't built by chance. It's built with a plan. Take the first, no-risk step today
You get a free, 45-minute strategy session with a qualified CFP® professional.
You gain immediate clarity on your financial opportunities.
You decide, with no pressure, what the best next step is for you.
Select a Time That Works For You
Our complimentary discovery sessions are limited to 5 per week to ensure we give each potential client our full attention.
Your Choice For Commercial Lawyers
We are a local law firm providing intuitive, responsive and cost effective legal advice and services to clients ranging from individuals through to multinational companies.
Our Locations
We’re always here to see how we can serve your business. Get in touch with our customer care team or phone us at 1300 900 305.
GET IN TOUCH
We’re always here to see how we can serve your business.
Providing legal services Australia-wide, with several locations to serve you better.