Independent, holistic financial advice for Kenmore.
Kenmore's family households and professional couples often share solid incomes, equity in the home, and a growing case for considered investing — which usually starts with a clear cash-flow and structuring conversation.
EEA Advisory Wealth — Kenmore, West Brisbane. Acting under a fiduciary standard for Australian families and business owners.
Genuine financial planning for Kenmore households and businesses.
Most clients in Kenmore don't come to us looking for a single product. They come because cash flow, super, investments, tax, debt, insurance, and retirement have all been making decisions on their own — and the pieces are starting to clash.
Our advisers bring those pieces back into one coordinated plan: a single written strategy across the services that matter for your situation, with the reasoning explained in plain English. Whether you're starting out, scaling up, or managing what you've already built, the advice you get here is the same — independent, holistic, and built around your goals.
We're headquartered in Capalaba, Brisbane, and meet Kenmore clients in person, by video, or by phone. The strategy, documentation, and fiduciary standard are the same regardless of where you sit.
Sixteen specialist services. One coordinated plan.
From a one-off retirement strategy through to ongoing wealth management, our Kenmore clients access the same suite of services as the rest of the firm — coordinated through a single adviser relationship.
Holistic Financial Planning
A clear plan across cash flow, debt, investments, super, insurance, tax, and retirement.
Learn moreWealth Management
Tailored strategy across investments, super, tax, retirement, estate, and protection.
Learn moreRetirement Planning
Income, super, tax, Centrelink, estate, and lifestyle planning into a single roadmap.
Learn moreInvestment Advice
Strategy across shares, ETFs, property, super, and portfolio review aligned to your goals.
Learn moreSuperannuation Advice
Review your fund, fees, contributions, insurance, and consolidation — early decisions compound.
Learn moreSMSF Advice
Setup, compliance, investment strategy, contributions, and pension phase — and whether SMSF fits.
Learn moreTax Advice
Strategic tax planning across personal, business, investment, and super positions.
Learn morePersonal Insurance Advice
Life, income protection, TPD, and trauma cover — appropriate, properly held, tax-efficient.
Learn moreLoan Structuring Advice
Home and investment loans, refinancing, and debt structure aligned to the wider plan.
Learn moreMortgage Broking
Compare lenders, products, and refinancing options — coordinated with your strategy.
Learn moreProperty Investment Advice
Cash flow, tax, borrowing, super, and risk — assessed before you commit.
Learn moreWealth Creation
Long-term strategy across investments, super, property, tax, debt, and protection.
Learn moreBudgeting & Cashflow
A practical plan for income, expenses, savings, debt, and goals.
Learn moreBusiness Advisory & Accounting
Cash flow, tax, structure, succession, and personal wealth alongside the business.
Learn moreCorporate Financial Wellbeing
Workplace education, workshops, and one-on-one advice for employee teams.
Learn moreExtended Services
Estate planning, aged care, Centrelink, and specialist referrals to round out the plan.
Learn more
What you get with EEA — and what you won't.
Most financial decisions in Kenmore aren't standalone. They sit inside a wider strategy, and the small structural choices either compound in your favour or quietly cost money for years.
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One coordinated plan
Cash flow, super, investments, tax, debt, insurance, and estate considerations under a single written strategy. No siloed advice, no contradictory product recommendations.
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Fiduciary standard, in writing
We act in your interest under Australian financial services law. Fees are agreed up front, conflicts disclosed, and recommendations explained — including why we wouldn't recommend something.
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Independent of product
We're not aligned to a product manufacturer or platform. Recommendations are picked because they fit the strategy, not because they pay a referral.
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Plain-English advice
Strategies are documented in language you can actually use, not jargon designed to sound impressive. If you can't explain why we're doing something, we haven't done our job.
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Built for the long term
Plans are designed to be reviewed regularly — quarterly, annually, or as life changes — rather than set once and forgotten. The point is the next decade, not the next quarter.
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A single point of contact
You work with the same adviser through strategy, implementation, and review. Coordination with your accountant, solicitor, lender, and specialists runs through one relationship.
Meet on your terms — in person, video, or phone.
Wherever you are in Kenmore, the way we work scales to suit. Most clients combine a video meeting or two with the occasional in-person catch-up. The depth of advice doesn't change with the medium.
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In person at Capalaba
Visit us at The Hub at Capalaba (12/2 Loraine St) for the initial conversation, strategy presentation, or ongoing reviews.
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By video, end-to-end
Many clients run the full advice relationship by video. Documents share through a secure portal; signatures and authorities run digitally.
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By phone when it suits
Quick check-ins, ad-hoc questions, and updates between formal reviews — we're contactable through the relationship, not just at meetings.
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On-site for businesses
For business-advisory and corporate wellbeing engagements in or near Brisbane, we'll come to you when it's the right call.
Start with a conversation about your situation.
The first meeting is at our cost. We'll talk through your goals, what's already in place, and the most useful next step — even if that step turns out to be something other than ongoing advice with us.
- Talk through your goals, timeline, and current setup in Kenmore
- Identify which of our sixteen services are most relevant
- Understand how the pieces fit into a single written plan
- See what working with us looks like in practice
- Get a clear, written next step before any commitment
- No fees, no obligation, no sales pressure
We respond within three business hours. No obligation, no paperwork.
Advice across West Brisbane.
Our advisers work with clients across the wider region. If you're closer to one of these, the same services and the same plan apply — different drive, same advice.
Indooroopilly Financial Advisors
Coordinated wealth, super, and investment advice for Indooroopilly, West Brisbane.
Visit pageToowong Financial Advisors
Coordinated wealth, super, and investment advice for Toowong, Inner-West Brisbane.
Visit pageTaringa Financial Advisors
Coordinated wealth, super, and investment advice for Taringa, Inner-West Brisbane.
Visit pagePaddington Financial Advisors
Coordinated wealth, super, and investment advice for Paddington, Inner-West Brisbane.
Visit pageBrisbane Financial Advisors
Coordinated wealth, super, and investment advice for Brisbane, Brisbane / South East Queensland.
Visit page
Frequently asked questions about working with us in Kenmore.
Quick answers to the questions we hear most often. If yours isn't here, we'll cover it on the call.
Yes. We're an Australian financial advisory firm headquartered in Capalaba, Brisbane, and we work with clients in Kenmore either in person, by video, or by phone. Our advisers are licensed under Australian financial services laws and act under a fiduciary standard.
No. Many of our Kenmore clients meet entirely by video or phone, with documents shared through a secure portal. If you'd prefer to meet in person, we can arrange a visit to our Capalaba office or coordinate a time when we're nearby.
Fees are agreed in writing before any work starts. We provide fee-for-service advice — typically a one-off strategy fee and, if you choose ongoing advice, a transparent annual relationship fee. There are no surprise bills or hidden product commissions.
We work with employees, professionals, business owners, families, retirees, and high-net-worth households. Most clients come to us when their finances have outgrown a single super fund or a one-off accounting relationship and they want one written plan that pulls everything together.
After your free initial consultation, a documented strategy typically follows within two to four weeks, depending on complexity. Implementation runs in the weeks after that, with regular reviews scheduled once everything is in place.
Yes — and we encourage it. Holistic advice in Kenmore or anywhere else almost always involves coordination across other professionals. We can work with your existing team or introduce specialists from our network where it helps.
Yes. Reviewing your existing super — fund, investment options, fees, insurance, and contribution strategy — is one of the most common starting points for new Kenmore clients. We provide a written recommendation with the reasoning, not a sales pitch for a specific product.
Yes. The first conversation is at our cost. The aim is to understand your situation, identify the most useful next step, and let you see how we work — even if that step ends up being something other than us.
Bring every part of your finances under one Kenmore strategy.
A free initial conversation is the simplest way to see how the pieces fit together — and which of our services belongs at the centre of your plan.