Financial Advisor Brisbane - Wealthy Self

Financial Advisor Brisbane

We are THE Brisbane financial advisor for Millennials, Gen Y & Young Professional Families

David Currie is a Brisbane Financial Advisor who specialises in millennial financial planning so you can buy your first home, learn how to invest, get Superannuation advice and to Grow Your Future.

Have you been looking for a Brisbane Financial Advisor who really gets you and your financial goals?

Oh hello fellow Brisbanite 👋🏻! Thanks for stopping by and checking us out. If you’re a Millennial, Gen Y or Young Professional looking for strategic financial planning – you’ve come to the right place.

We’re a Brisbane based financial planning company that specialises in working with people just like us – ambitious young professionals who want to grow their future so they can live their dream life – whatever that looks like!

Through personalised financial advice, strategic goal setting, and using the latest technology, we can help you to buy your first home, grow your wealth,  invest ethically for your family’s future, sort out your Super and much more.

We want you to know that it’s totally possible to get on top of your finances, invest into and protect your future, to live the life you want right now, whilst growing your family’s financial future.

We’re not your parents financial advisor.  We actually care about how our clients feel and what is important to them. This is why we do things differently because times have changed, what we want and how we do things are totally different to what your parents did. And we get how hard it can be to get ahead too. All of these factors help to make us the best Brisbane Financial Advisor 😊

 

How do you find the best Brisbane Financial Advisor…?

David Currie - Brisbane Financial Advisor at Wealthy Self by the Brisbane River

It can be soooo hard to find the right Brisbane Financial Advisor. Luckily for you, David has over 15 years experience as a financial planner and, we believe, is the BEST Brisbane Financial Advisor who also specialises in helping Millennials, Gen Y’s and Young Professional Families to feel financially free and to Grow their Future (we may be biased though!)

In all seriousness, Wealthy Self is made up of Millennials, Gen Y’s and we are a Young Professional Family too. We walk what we talk, because we work with people just like us – millennials and young professionals who want to buy your first home, who want to learn how to invest, who want solid investment advice from a Brisbane Financial Advisor they can trust. Our clients sing our praises because we care about them, their families and their goals. And we also get them great results so they can feel comfortable and confident that they are growing their wealth, whilst protecting themselves, their families and their future. Win-win!

 

How does working with a Brisbane Financial Advisor actually work…?

Working with David as your Brisbane Financial Advisor is actually quite simple, thanks to our efficient processes, use of technology and flexible working style. We work with clients all over Australia using these simple steps:

DISCOVER

We help you identify your dreams, goals and what’s really important for your family’s future.

CREATE

With your goals in mind, we review all your options to create a personalised financial action plan that really works for you.

EDUCATE

We present and explain your unique strategic Financial Plan so you can be sure it will align with your goals.

ACTIVATE

We’ll implement your Financial Plan and chosen ongoing membership package, so you can focus on your family.

REVIEW

If applicable, we’ll review your plan to keep you on track to achieve your goals and ensure you’re feeling good about it too!

What our clients are saying about us…

David was by far the most thorough, efficient, effective and trustworthy financial advisor we’ve ever had. His ability to assimilate with the younger generation through modern financial practice allowed him to secure the most effective strategy for our financial position.

By working with Wealthy Self, we’ve reduced our debt, increased savings, have personalized insurances and improved our overall financial wealth and knowledge. We feel positive and more confident with than ever before with our current financial position. I’d tell others if they want improved financial wealth and independence, then don’t waste any time with anyone else and see David at Wealthy Self straight away!

Brendan & Melissa

Project and Account Manager, QLD

Working with David has been excellent as he really understood our needs and worked flexibly with us, so we could achieve our goals. Now, we have a better understanding of how we are placed financially, which gives us peace of mind for our young family!

Matt, Nina & Family

Teachers, QLD

First things first...let’s get to know each other!

Want to stress less about money, build your family’s financial future AND still have fun? Start growing your finances and have a chat with David!

David Currie

Wealthy Self Family Financial Planning - David Currie

Hey I’m Dave! Everyone has a mate called Dave and I’d love to be the one that gets to chat to you about your finances (I’m sure your other Dave mates don’t!) I’m a young professional financial adviser and first time father, living in Brisbane with my wife, bubba and pupster. I’m passionate about helping millennials, Gen Y and young professional families, plan for the future, so you can feel organised, clear and financially secure. Then you can spend time doing the important stuff like enjoying life, travelling and raising amazing kids! I thrive on working with my young professional clients to create good financial habits and to nurture a healthy relationship with money, so you can achieve your financial goals. 

I’ve been helping my clients to create, grow and protect their wealth for over a decade. My vision is to empower young professionals to achieve financial security and flexibility, whilst creating and protecting their wealth, so you can focus on the things that matter to you. This is why I’ve created your free Family Planning Workbook

Together, we can organise and optimise your financial situation so you can have peace of mind for your family’s future.  I’m here to listen and support you to achieve your goals, whatever they are – so if you want to feel financially secure and spend less time stressing about money and more time with your family, book in an appointment today – I’d love to chat further on how we can work together.

Cheers,

David Wealthy Self Founder and Director

Wealthy Self

Empowering young professional families to feel financially secure, Wealthy Self is a family financial planning business with a difference. We’re run by an ambitious, young professional Gen Y family and we understand the challenges of starting and managing a young family, whilst working and trying to enjoy life too! We are here to help you navigate and organise your finances, so you can achieve the greatest financial flexibility to achieve your family’s goals and dreams – whilst protecting yourselves and your assets. We’re passionate about helping young professional families to spend less time managing their finances and more time raising their amazing kids! We empower our members to feel financially secure, by planning for their families future, today.

FINANCIAL ADVISOR BRISBANE

We service the whole of Brisbane, Gold Coast, Sunshine Coast and beyond! If you have a phone, internet connection and a desire to protect your family’s finances, I could be your financial advisor Brisbane or anywhere in sunny QLD…

Brisbane FINANCIAL ADVISOR SERVICE AREAS

Inner Brisbane financial planning suburbs:

  • Bowen Hills
  • East Brisbane
  • Fortitude Valley
  • Herston
  • Highgate Hill
  • Woolloongabba
  • Kangaroo Point
  • Kelvin Grove
  • New Farm
  • Newstead
  • Paddington
  • Petrie Terrace
  • Red Hill
  • South Brisbane
  • Spring Hill
  • Teneriffe
  • West End

NORTH BRISBANE FINANCIAL PLANNING SUBURBS:

  • Albion
  • Alderley
  • Ascot
  • Aspley
  • Bald Hills
  • Banyo
  • Boondall
  • Bracken Ridge
  • Bridgeman Downs
  • Brighton
  • Brisbane Airport
  • Carseldine
  • Chermside
  • Chermside West
  • Clayfield
  • Deagon
  • Eagle Farm
  • Everton Park
  • Fitzgibbon
  • Gaythorne
  • Geebung
  • Gordon Park
  • Grange
  • Hamilton
  • Hendra
  • Kalinga
  • Kedron
  • Keperra
  • Lutwyche
  • Newmarket
  • North Bank
  • Northgate
  • Northside
  • Nudgee
  • Nudgee Beach
  • Nundah
  • Pinkenba
  • Sandgate
  • Shorncliffe
  • Stafford
  • McDowell
  • Mitchelton
  • Myrtletown
  • Stafford Heights
  • Taigum
  • Virginia
  • Wavell Heights
  • Wilston
  • Windsor
  • Wooloowin
  • Zilmere

SOUTH BRISBANE FINANCIAL PLANNING SUBURBS:

  • Acacia Ridge
  • Algester
  • Annerley
  • Archerfield
  • Burbank
  • Calamvale
  • Coopers Plains
  • Darra
  • Doolandella
  • Drewvale
  • Durrack
  • Dutton Park
  • Eight Mile Plains
  • Ellen Grove
  • Karawatha
  • Kuraby
  • Larapinta
  • MacGregor
  • Mackenzie
  • Mansfield
  • Moorooka
  • Mount Gravatt
  • South Bank
  • Southside
  • Fairfield
  • Forrest Lake
  • Greenslopes
  • Heathwood
  • Holland Park
  • Holland Park West
  • Inala
  • Mount Gravatt East
  • Nathan
  • Pallara
  • Parkinson
  • Richlands
  • Robertson
  • Rochedale
  • Rocklea
  • Runcorn
  • Salisbury
  • Seventeen Mile Rocks
  • Sinnamon Park
  • Stones Corner
  • Streeton
  • Sumner
  • Sunnybank
  • Sunnybank Hills
  • Tarragindi
  • Tennyson
  • Upper Mount Gravatt
  • Wacol
  • Willawong
  • Wishart
  • Yeerongpilly
  • Yerong

EAST BRISBANE FINANCIAL PLANNING SUBURBS:

  • Balmoral
  • Belmont
  • Bullimba
  • Camp Hill
  • Cannon Hill
  • Carina
  • Carindale
  • Chandler
  • Cooraroo
  • Gumdale
  • Hawthorne
  • Hemmant
  • Lota
  • Lytton
  • Manly
  • Manly West
  • Moreton Island
  • Morningside
  • Murarrie
  • Norman Park
  • Port of Brisbane
  • Ransome
  • Seven Hills
  • Tingalpa
  • Wakerley
  • Wynnum
  • Wynnum West

WEST BRISBANE FINANCIAL PLANNING SUBURBS:

  • Anstead
  • Ashgrove
  • Auchenflower
  • Bardon
  • Bellbowrie
  • Brookfield
  • Chapel Hill
  • Chelmer
  • Chuwar
  • Corinda
  • Enoggera
  • Enoggera Reservoir
  • Ferny Grove
  • Fig Tree Pocket
  • Graceville
  • Indooroopilly
  • Jamboree Heights
  • Jindalee
  • Karana Downs
  • Kenmore
  • Kenmore Hills
  • Kholo
  • Lake Manchester
  • Middle Park
  • Milton
  • Mogill
  • Mount Coo-tha
  • Mount Crosby
  • Mount Ommaney
  • Oxley
  • Pinjarra Hills
  • Pullenvale
  • Riverhills
  • Sherwood
  • Sinnamon Park
  • St Lucia
  • Taringa
  • The Gap
  • Toowong
  • Upper Brookfield
  • Upper Kedron
  • Westlake