Finance made better by our team of experts
What our Clients have said
Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools.
Alyona Li
Peters Associates
I have used the services of Broker Financial Planning on a number of occasions and found them to be trustworthy and knowledgeable in all financial matters including investments, savings and insurance.
Richard Watkins
MD of Perkins Associates
Broker did a risk assessment of potential future needs and how we could plan for those eventualities. They bring a wealth of knowledge as well as a personal touch so often missing from the larger institutions.
Danielle Hart
CEO Jones & Co.
We are delighted with where our finances are to date and would recommend Broker to anyone seeking financial planning. They are a pleasure to deal with, and above all will provide you with a tailor made solution.
