Longest trading · Updated October 2026
Queensland financial planners, longest trading
As of October 2026, the three longest-trading financial planners in Queensland on Staying Power are Dalton Financial Partners (started in 1963; 5.0 from 124 Google reviews), Bountiful Wealth (started in 1972; 5.0 from 68 Google reviews) and McLauchlan Wealth (started in 1976; 5.0 from 15 Google reviews).
- Financial Planners compared
- 298
- Google reviews
- 7,052
- Median rating
- 5.0
| # | Business | Rating | Google reviews | Started | Contact |
|---|---|---|---|---|---|
| 1 | Dalton Financial PartnersUnit 21/1776 David Low Way, Coolum Beach QLD 4573 | 124 Google reviews | 1963 | ||
| 2 | Bountiful Wealth12c 2-4 Flinders Parade, North Lakes QLD 4509 | 68 Google reviews | 1972 | ||
| 3 | McLauchlan Wealth80-82 Upton Street, Bundall QLD 4217 | 15 Google reviews | 1976 | ||
| 4 | Sahara Wealth (formerly RI Advice Moreton)19 Hasking St, Caboolture QLD 4510 | 27 Google reviews | 1979 | ||
| 5 | Retirement Planning Partners Pty LtdCommerce House Robina, 26-28 Commerce Dr, Gold Coast QLD 4226 | 13 Google reviews | 1982 | ||
| 6 | Chalk Capital Pty Ltd | 30 Google reviews | 1988 | ||
| 7 | RetireInvest ChermsideLvl 1 823 Gympie Road, Chermside QLD 4032 | 26 Google reviews | 1989 | ||
| 8 | Future Gen Solutions - Award Winning Financial Planning Practice | 85 Google reviews | 1989 | ||
| 9 | Queensland Financial Group345 Queen St, Brisbane QLD 4000 | 11 Google reviews | 1989 | ||
| 10 | Morgans Financial Limited - Mackay47 Sydney St, Mackay QLD 4740 | 13 Google reviews | 1989 | ||
| 11 | Infocus Financial Advice Caboolture30-36 Dickson Rd, Caboolture QLD 4510 | 27 Google reviews | 1994 | ||
| 12 | Propel Financial AdviceBrightwater Corporate Centre, Level 1, Suite 11B/69-79 Attenuata Dr | 23 Google reviews | 1998 | ||
| 13 | Capital Wealth Finance - Financial Advisor, Mortgage Broker, SMSF | 61 Google reviews | 2000 | ||
| 14 | Cotton Tree Financial ServicesOFFICE 1 33 SIXTH AVENUE, MAROOCHYDORE QLD 4558 | 29 Google reviews | 2000 | ||
| 15 | Morgans Financial Limited - Gladstone | 14 Google reviews | 2000 | ||
| 16 | Alman Partners True Wealth8 Brisbane St, Mackay QLD 4740 | 19 Google reviews | 2001 | ||
| 17 | Thrive Financial Services14-18 Discovery Dr, Brisbane QLD 4509 | 70 Google reviews | 2003 | ||
| 18 | Eclipse Financial Planning2 Fortune St, Gold Coast QLD 4209 | 12 Google reviews | 2003 | ||
| 19 | Morgans Financial Limited - Springfield / Ipswich | 32 Google reviews | 2005 | ||
| 20 | Morgans Financial Limited - Gold Coast | 21 Google reviews | 2005 | ||
| 21 | Elston Brisbane850 Ann Street, Fortitude Valley QLD 4006 | 18 Google reviews | 2005 | ||
| 22 | Morgans Financial LimitedRiverside Centre, Level 29/123 Eagle St | 10 Google reviews | 2005 | ||
| 23 | CTWealth - Cameron Teague Wealth Advisory10 Market St, Brisbane QLD 4000 | 37 Google reviews | 2006 | ||
| 24 | AdviceOne Financial ServicesPlaza Home Centre, 27 Evans St, Sunshine Coast QLD 4558 | 13 Google reviews | 2006 | ||
| 25 | A Better Way Financial Partners2404 Logan Rd, Brisbane QLD 4113 | 23 Google reviews | 2007 | ||
| 26 | SMARTIN Financial Services | 20 Google reviews | 2009 | ||
| 27 | Fleming Financial Planning13 Balaclava St, Brisbane QLD 4102 | 69 Google reviews | 2010 | ||
| 28 | Hub Financial Advice | 20 Google reviews | 2010 | ||
| 29 | Alteris Financial Group | 68 Google reviews | 2011 | ||
| 30 | Three Chairs Financial Services | 40 Google reviews | 2012 | ||
| 31 | Insight Financial Advisers | 39 Google reviews | 2012 | ||
| 32 | Beacon Aged Care & Retirement Advisers | 115 Google reviews | 2013 | ||
| 33 | Diamond Partners | 34 Google reviews | 2014 | ||
| 34 | Stratus Financial GroupRowes Arcade, 235 Edward St, Brisbane QLD 4000 | 19 Google reviews | 2016 | ||
| 35 | Wealth Elements | 16 Google reviews | 2016 | ||
| 36 | Funded Futures Financial Services | 20 Google reviews | 2018 | ||
| 37 | LG Wealth31 Skinner Ave, Brisbane QLD 4160 | 16 Google reviews | 2018 | ||
| 38 | MiQ Private Wealth BrisbaneAcacia Building, Garden Square Office Park, Level 1/643 Kessels Rd | 13 Google reviews | 2020 | ||
| 39 | Hatch Financial Planning | 12 Google reviews | 2020 | ||
| 40 | Pathway Financial Advisors | 19 Google reviews | 2023 |
Staying Power compared 298 financial planners in Queensland, with 7,052 Google reviews between them. Of these, 40 meet this list's method. The median rating is 5.0 from a median of 9 reviews.
Of the financial planners compared, the most reviewed is PictureWealth Brisbane, with 573 Google reviews at 4.7.
How this list is ranked
Businesses are ranked by the year they started, as their own website states it, earliest first. Only businesses rated 4.0 or better from at least 10 Google reviews are listed.
The year is the business's own statement and is not checked against a register, and age alone says nothing about quality.
Questions
- Which financial planners in Queensland have been trading the longest?
- As of October 2026, the three longest-trading financial planners in Queensland on Staying Power are Dalton Financial Partners (started in 1963; 5.0 from 124 Google reviews), Bountiful Wealth (started in 1972; 5.0 from 68 Google reviews) and McLauchlan Wealth (started in 1976; 5.0 from 15 Google reviews).
- How does Staying Power rank financial planners in Queensland?
- Businesses are ranked by the year they started, as their own website states it, earliest first. Only businesses rated 4.0 or better from at least 10 Google reviews are listed. The year is the business's own statement and is not checked against a register, and age alone says nothing about quality.
- How many financial planners in Queensland did Staying Power compare?
- Staying Power compared 298 financial planners in Queensland, with 7,052 Google reviews between them. Of these, 40 meet this list's method. The median rating is 5.0 from a median of 9 reviews.
- Can a business pay to be listed or to rank higher?
- No. Every business is ranked by the same published method, and no business can pay to be listed or to move up.