Welcome to
Archimedes Financial Planning!

Looking for real financial advice, underpinned by a quantitative foundation?

We are specialists in the detailed integrated advice required by professional people, SME Business Owners and trustees of Self-Managed Super Funds.

Staff of Archimedes Financial Planning are Authorised Representatives of Professional Investment Services, one of Australia’s largest financial planning licence holders.

Archimedes Financial Planning is servicing clients throughout Australia and overseas. Our office is located in Aspley 4034, a suburb of Brisbane, Queensland Australia. We meet with clients in all capital cities of Australia.

Clients throughout Australia and Internationally

Here are some of the services that Archimedes Financial Planning offers:

• Analytical monte-carlo modelling of financial strategies, use of EMV techniques to decide best strategy
• Comprehensive integrated plans including investments and personal insurances
• Rigorous reality check of current financial strategies
• Sophisticated “Efficient Frontier” investment portfolios (click here to see independent validation of our results)
• Tax-efficient strategies - wealth creation & debt minimisation & retirement planning
• Regular ongoing portfolio reviews with benchmarked analysis of performances
• Mortgage broking loans (through Australian Loan Company Ltd ABN 40 100 947 804)

Our special skills are particularly suited to:

• Professional people (aged from 20's to 70's)
• Small to Medium Enterprise (SME) business owners
• Self-Managed Superannuation Fund trustees.

Our financial planners service people who are serious about starting to build, or already have, significant wealth. We focus on your total situation and needs - your investments, debts, goals, tax, personal insurances, and estate planning. We solely use wholesale products which pay no trailing commission, so there is no bias to use any product.

Read how our clients are very happy with the quality of our services.

This website provides extensive details of our practice. After reviewing this material, if you believe your financial planning can and should be handled better, contact us soon for a free no-obligation quote for our services.

We'd love to hear from you!