FINANCIAL ADVICE · BRISBANE
Financial planning services in Brisbane
Willow Wealth Partners provides financial planning services in Brisbane for business owners, high-income professionals and self-funded retirees. We help connect retirement, super, investments, cash flow and protection needs, agreeing the scope of any personal advice before work begins.
Book a complimentary 30 minute meetingA first conversation to understand what you’re looking for. No commitment to receive advice.
ADVICE THAT CONNECTS THE PIECES
Advice for the decisions that shape your future.
A change at work can affect super, debt, tax and family plans. We help you consider how the pieces may fit together, based on your circumstances, goals and timeframes. Before we provide personal advice, we’ll agree the scope and fees with you.
OUR SERVICES
Ways we can help
Explore the areas we advise on. The right scope depends on your needs and will be discussed with you before we prepare advice.
Retirement planning
Explore income, super and investment decisions as you approach or move through retirement.
Explore this service → 02Cash flow and debt management
Bring income, spending, savings and debt into a clearer view alongside your wider goals.
Explore this service → 03Investment advice and structure
Consider investment options and ownership structures in light of your goals, risk tolerance and time horizon.
Explore this service → 04Superannuation and SMSF
Review super strategies, contributions and investment options. A self-managed super fund (SMSF) is considered only where it suits your circumstances.
Explore this service → 05Personal insurance and wealth protection
Review how personal insurance may fit within your wider plan, subject to policy terms and insurer assessment.
Explore this service → 06Estate planning
Identify estate planning considerations and coordinate with your solicitor where needed. We do not provide legal advice.
Explore this service → 07Tax-aware planning
Consider tax implications as part of financial advice and work with your accountant where appropriate. We do not prepare tax returns.
Explore this service →A CLEAR STARTING POINT
Advice shaped around your situation.
We’ll first understand what you want to achieve and what questions you need answered. If advice is suitable, we’ll explain the proposed scope and fees before you decide whether to proceed.
Talk through your goals
Agree scope and fees
Review your options
TAKE THE FIRST STEP
Start with a conversation.
Tell us what you’re thinking about and we can discuss whether our advice services may be right for you.
Lobby 1, Level 2, 76 Skyring Terrace
Newstead QLD 4006
Willow Wealth Partners Pty Ltd (ABN 57 666 182 556) is a Corporate Authorised Representative of Cobalt Advisers Pty Ltd (ABN 64 628 654 099), Australian Financial Services Licence 512550.
Important Information
Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.
© 2026 Willow Wealth Partners