About

Financial advice that’s personal, practical and built to last

For more than 20 years, P3 Financial Planning has helped individuals and families across generations plan, protect and prosper. Based in Toowong, Brisbane, we offer clear, tailored advice across every stage of life from building wealth and managing super to preparing for retirement. Our approach is simple: transparent, relationship-driven advice that gives you confidence in every financial decision.
Designed around you
We shape our advice around you – how you like to work, how you like to learn, and what matters most in your life.
At P3 Financial Planning, our clients sit at the heart of everything we do. We’re here to make financial advice feel clear, personal and stress-free so you can focus on what matters most.Finances and investing can be complex, but they don’t have to feel overwhelming. Our experienced advisers and dedicated support team take the pressure off by providing guidance that’s easy to understand and built around your needs.We know everyone works differently. Some clients prefer online meetings and quick emails on the go; others like to drop into our Brisbane office for a relaxed chat over coffee. Whether you learn best through visuals, data or discussion, we’ll tailor our approach to suit you.
Our values

The principles that guide how we work with you.

At P3 Financial Planning, our values shape every conversation, decision and strategy. They guide how we work with our clients with honesty, care and a commitment to helping you plan, protect and prosper.
Transparency
We believe financial advice should always be clear and honest. You’ll always know how and why we make decisions about your plan. It’s your future and keeping you informed is how we show we value your trust.
Responsibility
We take ownership of everything we do. When challenges arise, we face them head-on and keep you updated every step of the way. We know how busy life can be, so we’re committed to doing what’s needed to achieve strong, timely outcomes.
Collaboration
Great advice comes from teamwork. We work closely with you to ensure every strategy is understood and agreed upon. As a team, we share ideas, experience and insights to deliver the best possible results for our clients.
Reliability
We can’t control the markets but we can control how we show up. You can count on us to deliver on our promises, meet expectations, and stay focused on what matters most: your long-term success.
Goal-focused
Every client’s plan is built around their goals, budget and timeframe. Through regular reviews, we revisit and refine those goals to ensure our advice remains relevant, practical and forward-looking.

 A snapshot of our experience

20+
years in providing advice
400+
families helped to achieve financial success
20+
years in business
5.0
Google rating