Independent Financial Planning in Brisbane (CBD)

Whole Wealth conducts pre-booked meetings at three main locations, which are situated in Brisbane (West End), Brisbane CBD, and Sydney (CBD). We do not encourage walk in visits as most of our staff work remotely from different locations in Australia.

We can arrange for meetings to be held at your home, pending your location of course! These visits are subject to the strategist's ( financial adviser or financial planner) availability. 

To book a meeting, click the "Book It" button or call us on 07 3535 0694. 

To make an enquiry, fill out the form below or call us on 07 3535 0694.

The first stage of the advice journey. We establish your vision for your future by uncovering your values and setting your goals. Now we understand the destination we plo...
2 h

Thanks for your email. One of our team members will contact you within 48 hours regarding your enquiry.

CBD, Brisbane Address

Level 3, 155 Queens Street, Brisbane, QLD 4000.


Walk through Queens Street Mall and turn into the old Regent Building, proceed past tourism section towards foyer at the end. Once at the foyer, take an elevator to Level 3 (or Level 2). 

Meeting Room 

This location is in the heart of Queens Street Mall in Brisbane City. It is great for people who work in the CBD and want to drop in for a meeting. Unfortunately it's not ideal if you want to drive as there is no dedicated parking. Levels 2 and 3 are both equiped with air conditioned board rooms and meeting rooms with LCD televisions.  There is also roof top garden overlooking Queens Street Mall, which is great for fresh air and a more relaxed meeting. There is also real Cafe standard coffee machine on level 2 for the coffee lovers. We also have beer, tea, and other refreshments. 

the boardroom
Community workspace
event rooms
Glass walls centre