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About me
Welcome
Investment Zone provides honest and comprehensive holistic Financial Planning advice, helping you achieve your personal financial goals. This quality financial advice is the cornerstone of having the right investment strategy in place to create the wealth you'll need for your retirement. It doesn't really matter what age you are, it's never too late to get it started!
The Investment Zone team has over 70 years experience in the financial services industry and it's important to note; We don't answer to any Bank, Mutual Society, Fund Manager, Ex-Bank Planning group or Insurance company.
How we can help:
- Reducing your debts / Buying property
- Growing your wealth / Protecting your assets
- Planning your retirement / Estate Planning
- Managing your Superannuation / Self-managed super funds (SMSF)
- Investing / Budgeting & Saving
- Business advise / Social security & Aged care
- Tax planning
Check out our Client video Testimonials: www.investmentzone.com.au/reviews
Brad’s background
Brad has lived on Brisbane’s Eastern Bayside for over 15 years, with his wife Sharyn and two teenage sons; and they are actively involved in their local community.
Brad is the face of Investment Zone and is responsible for its consistent growth since 2003. When customers entrust Brad with their financial goals and challenges, they feel secure knowing his background, experience, and qualifications are more than sufficient to provide expert solutions.
Brad has been involved in the property and financial services industry for over 35 years. He has extensive experience in general banking, property, and business, corporate and rural finance, insurance, real estate, investment funds management and has been a sought-after international speaker to Financial Advisers.
Brad’s qualifications
- Bachelor of Business - Property Studies (University Queensland)
- Diploma Company Director's Course (AICD)
- Advanced Diploma - Financial Services - FP (Tribeca)
- Diploma - Financial Planning (Deakin University)
- Diploma - Financial Services - FP (Tribeca)
- Certificate IV - Real Estate (Southbank Inst)
- Justice of the Peace (Qual)
Brad’s corporate experience
Having held various management positions within the retail, business and rural sectors of one of Australia's largest banks and senior positions with National Australia Financial Management, MLC, Australian Unity Investments, Property Funds Australia and then as a General Manager within the Mirvac property group, which included associated duties, as a Responsible Manager on the Australian Financial Service License (Investment) license for the $600+mil commercial property portfolio of the Mirvac PFA Trust.
Brad’s memberships and accreditation
- Fellow of the Financial Services Institute of Australasia (Finsia)
- Associate Fellow of Australian Institute of Management
- Graduate Australian Institute of Company Directors
- Associate of the Australian Property Institute
- Tax (financial) adviser
- Licensed real estate agent and auctioneer in Queensland
- RG 146 Accreditation is held.
A bit of fun:
A keen sportsman, Brad follows the local Wynnum Rugby Club and Manly Dragon Boat clubs. And when he’s not reading about business and finance news, he enjoys training with the local swimming squad.
Brad has been involved in the local Rotary Club, as well as Apex in Goondiwindi and Warwick. Brad was the founding Treasurer of the Goondiwindi Triathlon club which is still going strong today after 25 years. Know for many years as the 'Queensland Long Course State Championship' and will be again in 2019. www.HellOfTheWest.com
Brad is also one of the current Trustees of the St. Laurence's College Old Boys Foundation - South Brisbane. www.SLColdboys.com.au/foundation/trustees
Brad on Linkedin: https://www.linkedin.com/in/bradmacaulay/
For your FREE, no obligation chat!
Call 1300 124 683 / 1300 1 2invest now!
Check out our website for more information. www.investmentzone.com.au
Yes, it's "An Investment In Your Future"
Authored by me:
Reviews
4.9
out of 5 starsBruce & Jackie
56-65 years old"We were referred to Brad but a couple of satisfied clients and our mortgage broker. Brad's approach to advising us about planning our financial affairs was most professional and delivered in a way that was clear and understandable. He has always made the time to help us on a personal level. We have also enjoyed his seminars as he has had very interesting speakers. Together with his staff we have been very satisfied and have recommended him to many of our friends. Thanks Bruce and Jackie 4184 "
02 Dec 2019Daniel
Under 35 years old"I first heard about Investment Zone at one of the events they ran at the Royal Yacht Squadron in Lota. They hosted 2x speakers who were managers of some of the funds Brad invests his clients’ money with. I was very impressed with the content of these speakers and the investing methodology they adopt. From there, I had an initial meeting with Brad and I loved that he made time (at no cost) to get to understand my situation and investing goals. I was also very impressed with how Brad took a holistic view of long term financial future instead of just giving some mainstream advice. This included a look back at the history of the investment cycle and how this influenced his strategy for my portfolio as well as a review of my day to day budget and expenses. The financial plan he compiled was extremely thorough and I could clearly see that he had understood my goals and provided a comprehensive plan on how to go about reaching them. The other beauty of Investment Zone was that aside an initial fee their ongoing management costs come out of super so it hasn’t meant a hand break on my cash flow and other investments I have outside of Investment Zone, i.e. my subdivision project. "
11 Nov 2019JD
Under 35 years old"From the very first meeting it was clear that the service you receive from every team member at Investment Zone is nothing short of exceptional. Very welcoming staff, and the expertise we receive from Brad's extensive financial knowledge is simply priceless. We are so relieved knowing that we have Investment Zone in our corner guiding us to secure our financial freedom for the future. Thank you for the great service you provide to our community."
04 Nov 2019Andrew
46-55 years old"Joining Investment Zone is the best thing I’ve ever done for my financial future. From the first call, to sitting down with Brad, they were simply fantastic with answering all of my questions and made it so that I could understand what was going on with my portfolio. There were questions that others hadn’t answered for me and since being with Investment Zone I feel rest assured that those questions, and anything else that comes up, regardless of how trivial, how small or even how big they are, will be answered for me. With that knowledge, I’d pass onto my friends and family, and anyone else that asks me about financial matters - “don’t ask me, ask the team at Investment Zone. Talk to Brad, give the guys a call, set up a meeting.” I have already recommended Investment Zone to friends, family, and business acquaintances. It can’t hurt to ask those questions and I’m so glad that I did. "
24 Oct 2019Kate
35-45 years old"Really friendly and easy to talk to. I found the whole experience so helpful."
12 Feb 2019Steve
35-45 years old"Brad and his team at Investment Zone have been great. It has been and is still presently a long process to get through that hopefully should be all finalised soon. They have been patient, understanding and helpful with setting us up with a package that will work within our means. THANKS TEAM!"
06 Feb 2019Videos
My Expertise
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Aged Care
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Borrowing
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Budgeting
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Cashflow & Income
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Property Investment
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Small Business Advice
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Platinum
- Years Experience
- 35 Years
- Highest qualification
-
Bachelor of Business (Property Studies)
- Industry Memberships
-
1 total
- Address
- Suite 1 184 Bay Terrace
Wynnum, QLD, 4178 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Investment Zone Pty Ltd
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Financial Force Pty Ltd
-
Licensee owned by
FINANCIAL FORCE PTY LTD
My Qualifications
-
Ethics and Professionalism in Financial Advice - Bridging Course (2019)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Certificate IV in Real Estate Agency Practices (2004)
Level of Qualification: Level 4 - Certificate IV
Institution: TAFE Queensland
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Diploma of Financial Services (Financial Planning) (2004)
Level of Qualification: Level 5 - Diploma
Institution: Integratec
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Bachelor of Business (Property Studies) (1999)
Level of Qualification: Level 7 - Bachelor Degree
Institution: The University of Queensland (UQ)
My Memberships
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Financial Services Institute of Australia (FINSIA)
Level of Membership:
Associate
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
We provide holistic Financial Planning services and work on a 'Fee for Service' basis for our investment advice.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Bruce & Jackie
56-65 years old"We were referred to Brad but a couple of satisfied clients and our mortgage broker. Brad's approach to advising us about planning our financial affairs was most professional and delivered in a way that was clear and understandable. He has always made the time to help us on a personal level. We have also enjoyed his seminars as he has had very interesting speakers. Together with his staff we have been very satisfied and have recommended him to many of our friends. Thanks Bruce and Jackie 4184 "
02 Dec 2019Customer opinions
Daniel
Under 35 years old"I first heard about Investment Zone at one of the events they ran at the Royal Yacht Squadron in Lota. They hosted 2x speakers who were managers of some of the funds Brad invests his clients’ money with. I was very impressed with the content of these speakers and the investing methodology they adopt. From there, I had an initial meeting with Brad and I loved that he made time (at no cost) to get to understand my situation and investing goals. I was also very impressed with how Brad took a holistic view of long term financial future instead of just giving some mainstream advice. This included a look back at the history of the investment cycle and how this influenced his strategy for my portfolio as well as a review of my day to day budget and expenses. The financial plan he compiled was extremely thorough and I could clearly see that he had understood my goals and provided a comprehensive plan on how to go about reaching them. The other beauty of Investment Zone was that aside an initial fee their ongoing management costs come out of super so it hasn’t meant a hand break on my cash flow and other investments I have outside of Investment Zone, i.e. my subdivision project. "
11 Nov 2019Customer opinions
JD
Under 35 years old"From the very first meeting it was clear that the service you receive from every team member at Investment Zone is nothing short of exceptional. Very welcoming staff, and the expertise we receive from Brad's extensive financial knowledge is simply priceless. We are so relieved knowing that we have Investment Zone in our corner guiding us to secure our financial freedom for the future. Thank you for the great service you provide to our community."
04 Nov 2019Customer opinions
Andrew
46-55 years old"Joining Investment Zone is the best thing I’ve ever done for my financial future. From the first call, to sitting down with Brad, they were simply fantastic with answering all of my questions and made it so that I could understand what was going on with my portfolio. There were questions that others hadn’t answered for me and since being with Investment Zone I feel rest assured that those questions, and anything else that comes up, regardless of how trivial, how small or even how big they are, will be answered for me. With that knowledge, I’d pass onto my friends and family, and anyone else that asks me about financial matters - “don’t ask me, ask the team at Investment Zone. Talk to Brad, give the guys a call, set up a meeting.” I have already recommended Investment Zone to friends, family, and business acquaintances. It can’t hurt to ask those questions and I’m so glad that I did. "
24 Oct 2019Customer opinions
Kate
35-45 years old"Really friendly and easy to talk to. I found the whole experience so helpful."
12 Feb 2019Customer opinions
Steve
35-45 years old"Brad and his team at Investment Zone have been great. It has been and is still presently a long process to get through that hopefully should be all finalised soon. They have been patient, understanding and helpful with setting us up with a package that will work within our means. THANKS TEAM!"
06 Feb 2019Customer opinions
Charmaine & Peter
35-45 years old"It's been a massive relief dealing with Brad and the team at Investment Zone. After juggling the superannuation and insurance minefield we decided to go to the professionals and we're not disappointed! They really know their stuff and we feel we are now on the right track for our future. Thank you!"
21 Nov 2018Customer opinions
Debra & Marc
35-45 years old"We were referred to Brad at Investment Zone as we were looking to have our insurances reviewed and aligned with our current needs. Brad was very informative and knowledgeable, taking the time to do a thorough analysis of what our needs were and what would best suit us whilst ensuring everything would fit within our financial budget. Brad took the time to understand what we wanted and provide us with options that suited us, not his company and it's this approach that showed us he really cares about doing what's right for the customer. Hard to find this quality today. We are very pleased with the outcome Brad provided and will definitely continue to work with Brad in the future as our requirements change. We have no hesitation in recommending Brad and the Investment Zone team to anyone. 8th June 2018"
11 Jun 2018Customer opinions
Bruce & Tracey
46-55 years old"Experienced, knowledgeable, confident, reassuring, caring, in-depth understanding of the market, investing in super and life insurance. Goal orientated, good direction, understanding the end game, financial independence, retire in style, great communication, compassionate and understanding, make sense of confusing super, guidance in reassessing debt position and saving thousands with refinancing where necessary. Debt consolidation advice, paying off the house in faster than expected time."
06 Jun 2018Customer opinions
Steve
46-55 years old"Very happy with the level of service we have received and the quality of advice. We are feeling much more financially secure and looking forward to a prosperous future thanks to Brad and his team."
19 Feb 2018Customer opinions
Allan
46-55 years old"Brad is easy to work with when setting investment goals and produced a plan that was easy to understand and apply. He also helped us investigate insurances that were better suited to our time of life and family situation."
15 Feb 2018Customer opinions
Tony
46-55 years old"Still very happy with the practical advice and friendly, down to earth service we always receive from Brad and the team."
15 Feb 2018Customer opinions
Danielle
46-55 years old"I have been a member of the AIA Vitality programme (available through Investment Zone) since August 2016. Initially, Brad explained that this programme was different as it was rewarding people for being healthy! I linked my Fitbit and soon AIA Vitality sent me a $20 voucher. Before long, another $40 voucher! The motivation to keep going and staying fit is helping my health as I know my blood pressure is at a great level, my weight is being kept off so all of the long-term illnesses that can hurt you once you are over 40 are being kept at bay by staying fit. Soon I will get reduced flights or spoil myself at Spa treatment. My husband is now in the program as well and once we reach different levels get the handy $20, $40 or $60 gift voucher as a reward. Thank you to Brad and the Investment Zone team – you guys have been awesome and have helped me see what a great program the AIA Vitality program is with great incentives to stay fit and get a reward for doing a little bit of exercise!"
24 Jan 2018Customer opinions
Kellie
35-45 years old"Brad and the Investment Zone team worked with us very closely and considered our individual needs when it came to our financial and insurance needs. Brad explained everything in great detail and we now have a great deal of comfort that we are covered should the worst occur. We highly recommend Brad to all our friends! James & Kellie, Wynnum "
24 Jan 2018Customer opinions
Annie
65+ years old"Investment Zone's main focus is to look after you. The advice I have received has been unbelievable and I'm going to be forever grateful.""
06 Dec 2017Customer opinions
Kel
46-55 years old"I’d most definitely recommend Investment Zone. Right from the word go, Brad made things very simple. Brad came highly recommended and I can now see why. I would happily recommend Brad and the Investment Zone team to anyone interested in getting their life and finances on track. For someone who’s not in the finance industry, it was a pleasure to have someone speak to me in my terms and understand what they do and what they would like to achieve for us. It gave us great satisfaction. When it’s something that seems like a minefield for yourself and for your family, why second guess it? "
17 Nov 2017Customer opinions
Kim
35-45 years old"We decided to engage Brad & his Investment Zone team when we realised we needed to be more proactive with our finances. His simple, no nonsense approach has made the transition easy to manage. Everything is explained in a manner that is easy to understand, and we have really appreciated knowing that Brad has been available to answer any questions we have had, at any time. We would, highly recommend Investment Zone."
14 Sep 2017Customer opinions
Tegan
Under 35 years old"Living in remote South East Queensland makes it difficult to have access to professionals like Brad. All dealings with Brad where handled via email or phone call which made it a whole lot easier than driving 4 hours to Brisbane for several meetings. Having known Brad personally for a number of years I knew he was the expertise that I needed."
21 Aug 2017Customer opinions
Michelle
35-45 years old"I approached Brad at Investment Zone because my husband and I were looking for some expert guidance in our financial planning. Brad helped us by sharing his financial knowledge and experience and assisting us to put into place financial plans that we know will pay off in the future. He has made things simple and easy to understand. We know his recommendations are made with care, consideration, and professionalism. I highly recommend Investment Zone for financial planning and advice. Jeff & Michelle, 4164"
06 Apr 2017Customer opinions
Penelope
Under 35 years old"Brad has offered us practical advice which fits around our lives. He offers a wide range of products, rather than being overly loyal to one brand, so you feel like he is genuinely recommending solutions that are good for you, not just because it gets him the best income. Brad is very approachable and is very happy to not only give great advice, but also make sure you are learning along the way."
12 Dec 2016Customer opinions
Sarah
35-45 years old"We would like to thank you for your financial services, we are so happy to be finally getting our finances and insurances in order. As a couple with a young family, it is refreshing to know you always have our best interest at heart. We appreciate your continued money saving recommendations, our goals are starting to look and feel more achievable. You're professional yet down to earth manner is exactly what makes you so approachable and easy to work with. We would gladly recommend your services to other couples like us. Josh & Sarah C. Brisbane (Clients since 2013) "
03 Dec 2016Customer opinions
Jenny
Under 35 years old"We were recommended to Brad by another professional in the finance industry who we have known for a long time and trust. We were very happy with the service that he provided in finding and implementing the best insurance policies to suit our needs. Brad made the process and policies easy to understand. We definitely recommend his services."
02 Dec 2016Customer opinions
Benjamin
Under 35 years old"Dealing with Brad and the team at Investment Zone Wynnum is a positive and easy experience. Their knowledge, attention to detail, professionalism and prompt follow up has impressed us from our very first meeting. Since working with Brad and the team we have establishing positive short, medium and long term financial goals and implemented strategies to achieve these goals. We highly recommend Brad Macaulay and his team at Investment Zone Wynnum for all financial matters and advice. Ben and Jess (Clients since 2014) "
02 Dec 2016Customer opinions
Chris
46-55 years old"Brad explained our options in a language we could relate to, to ensure we made an informed decision without bias or undue influence from a particular product. Highly recommend his work and ethos. "
01 Dec 2016Customer opinions
Denise
35-45 years old"Brad is very positive and proactive. I highly recommend his straight forward honest advice."
01 Dec 2016Customer opinions
Eric
35-45 years old"Brad has been great in explaining the investment strategies so we understand where our super is invested. By reviewing our insurance policies, he secured better cover for us and saved over $2,000 on policies that were not applicable to our circumstances."
01 Dec 2016Customer opinions
Nikki
35-45 years old"I wouldn't hesitate to recommend Brad! He went through everything step by step, nothing was a bother!! I feel like we are on the right path now we have all our super and investments sorted. Plus we now have the right amount of cover should anything happen. I didn't realise how underinsured we were!!! Brad has so much knowledge and experience and I'm so pleased we decided to get advice from him."
23 Nov 2016Customer opinions
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