Who We Are
Hindsight Wealth is a Brisbane-based financial advisory dedicated to helping our clients understand their financial position and grow their wealth.
Delivering exceptional results time and again, our experienced team of certified financial planners provide tailored financial solutions for everyone.
Hindsight advisers are well-equipped to educate and advise you on how to structure and invest your money correctly, manage your income and expenses and put high quality insurance plans in place to protect your financial wellbeing.
Our portfolio performance is second-to-none. We are driven to get you higher returns and set you up for the future you deserve.
So, whether you’re a first-time investor, you’re getting ready to retire or are simply seeking advice on better ways to invest your money, we’re here to help.
What We Do
Our personal wealth management process allows us to understand your every need and gives you an opportunity to ask questions, learn more about your current financial position and see if we are the right team to support you.
The same applies for our insurance, lending and other services – you’re always in control, with us right by your side.
We get together for an informal chat to find out about you, your goals and how we may be able to help.
2. Educate
We meet again to talk about ‘financial fundamentals’, get some detailed information about your position and start mapping out your financial future.
3. Strategise
This is where we work in the background to put a strategy together that will help you achieve your financial goals. We work with you to ensure it fits.
4. Invest
If you are happy with the strategy we have worked on together, we will take action to implement it and ensure everything is in place.
We will work together to review and alter your strategy to make sure you are on track. We’ll also spend more time helping educate you.
What Our Clients Say
Awards
Rising Star Award
Kristy Lambert
National Adviser of the Year
Daniel Jones
2020 Rising Star Award
Clinton Edwards
Chairman’s Award
Liam Price
National Practice of the Year
Hindsight Wealth
Queensland Practice of the Year
Hindsight Wealth
Rising Star Award
Hindsight Wealth