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About Brett Holmes Advisory Pty Ltd
We are a boutique, affordable, fee-only financial advice firm based in Coolum Beach. Brett Holmes has advised a number of large corporate clients and industry funds in both London and Sydney on superannuation and investment related matters. This experience is now being made available to his private clients on the Sunshine Coast. We specialize in Insurance, Superannuation and Estate Planning strategies that are both tax effective and give our clients control of their lives. We do not believe it is our clients best interests for us to accept commission payments from product providers, so we won't! This means you save up to a potential 40% discount on your life insurance premiums! We provide all clients with a scope of advice and fee proposal so that you are always clear on the services you will receive.
Products
Superannuation
insurance
estate planning
HR Advisory
debt strategies
cash flow management
investments
income protection
life insurance
trauma insurance
retirement planning
Services
financial advice
financial planning
insurance
superannuation
estate planning
investments
fee for service advice
fee only advice
life insurance
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Licences
Authorised representative of Synchron, AFS licence No. 243313
ABN: 68166967077
Brett Holmes Advisory Pty Ltd