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BEST RATED CAIRNS QLD FINANCIAL SERVICES

3 Best Financial Services in Cairns QLD

Expert recommended Top 3 Financial Services in Cairns QLD. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Astute
Astute
Astute
6+ YEARS IN TBR
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ASTUTE

(4.9 Score)
136 Mulgrave Road,
Cairns QLD 4870 Directions

Since 2000

Specialty:

✓ Debt Reduction ✓ Estate Planning ✓ Financial Planning ✓ Self-Managed Super Funds ✓ Superannuation ✓ Wealth Protection ✓ Business Insurance ✓ Income Protection ✓ Personal Protection ✓ General Insurance ✓ Health Insurance

“Astute is a full-service finance, insurance, wealth and accounting business. They are a multi-award-winning business that has offices strategically located throughout the North Queensland region for your convenience. With a commitment to customer service and a wealth of experience, their team of finance specialists is here to help simplify the process. They are committed to innovation in the financial services industry and are proud to provide their members access to an unmatched suite of financial products.

2025 Update: With offices conveniently located in Port Douglas, Atherton, and Ayr, their local team combines industry expertise with a personal approach to help you achieve your financial goals.”

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Financial Adviser of the Year by Astute Recognising Excellence Awards in 2013
License ABN 59 093 587 010| #364253

Contact:

07 4041 3100 1300 880 767

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Kelly Wealth Services
Kelly Wealth Services
Kelly Wealth Services
Cairns Financial Services Kelly Wealth Services video
7+ YEARS IN TBR
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KELLY WEALTH SERVICES

(4.8 Score)
Suite 7, Florence House Level 2, 26 Florence Street,
Cairns QLD 4870 Directions

Since 2008

Specialty:

✓ Planning for Retirement ✓ Retirement Management ✓ Superannuation ✓ Investment ✓ Goal Setting ✓ Wealth Creation ✓ Superannuation Review ✓ Financial Modelling ✓ Downsizing Your Home ✓ Centrelink ✓ Investment Options and Risk ✓ Insurance Within Super ✓ Estate Planning ✓ Investing

“Kelly Wealth is an FAAA Professional Practice. Brent Kelly is the managing partner and senior financial adviser of Kelly Wealth Services. He has a wealth of experience, having spent 29 years in the financial services industry and being a Financial Adviser. He provides holistic financial advice focused on helping his clients understand what’s important to them about money and their financial priorities. All of their financial advisers are also individually accredited by the FAAA, which requires that they uphold the highest standards in dealing with clients, other professionals, and regulators. They have a proven reputation for satisfied clients.

2025 Update: Kelly Wealth is one of Far North Queensland’s most established and trusted wealth management firms, dedicated to helping clients invest with confidence.”

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License ABN 55 628 589 211 | #1273675

Contact:

07 4041 2055

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Fowler's Group
Fowler's Group
Fowler's Group
Cairns Financial Services Fowler's Group video
3+ YEARS IN TBR
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FOWLER'S GROUP

(4.8 Score)
111 Lake Street,
Cairns QLD 4870 Directions

Since 1972

Specialty:

✓ Retirement Planning ✓ Insurance Risk Management ✓ Succession Planning ✓ Tax Planning ✓ Estate Planning ✓ Financial Advice ✓ Investing ✓ Financial Management

“Fowler's Group is passionate about helping people achieve their financial goals. Bob Fowler is the founder of Fowler's Group. He has an impressive collection of career accolades spanning more than 50 years in life insurance and personal wealth planning. Bob's business coaching and professional associations with national and international organisations have given him the knowledge to guide the team through planning and goal setting. All of Fowler's Group team members treat clients like family and always keep your best interests at heart. They share a commitment to exceptional customer service and offer their own proven financial advice to people of all ages and from all walks of life. They are one of only a handful of CEFEX-certified financial advisory firms in Australia and one of less than 100 worldwide.

2025 Update: Their second opinion service can help you assess, tweak and improve your wealth management.”

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License ABN 57 105 242 484

Contact:

1300 855 849

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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ASTUTE REVIEWS

I have just started my journey in purchasing my first home, I’ve still got a couple of months before I can get the ball rolling but Gordan has given me amazing advice! Helped me understand the process of it all and put together a rough plan and when the time comes I will undoubtably be coming to him to get it started!!

Amy is an absolute standout in her field. She operates with exceptional professionalism and efficiency, making her a true asset to any team or project.

I did tax returns with Dariush. He explained very well about tax system to me and he’s a big help. He’s my best accountant ever!!! He is a great asset for Astute for sure.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.au.

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KELLY WEALTH SERVICES REVIEWS

I have been a client of Brent Kelly for approx 10 years. During this time Brent has been extremely supportive, his easy going but professional manner makes him extremely easy to deal with. I am very grateful for the excellent advice & assistance I have received. Brent has fostered an exceptional team and manages a very well run organisation. I highly recommend him and his team for all aspects of Financial Services.

I have depended on Brent (Kelly) for advice regarding superannuation and finance in general for many decades. He has impressed me by his understanding of my situation in general, and advised accordingly. I have never considered engaging an alternative adviser.

We have been clients of Brent’s for approx 18 years. Brent has set up our finances so that we can enjoy our retirement confidently knowing that our portfolio is taken care of. Brent has always been extremely professional.

FOWLER'S GROUP REVIEWS

Having had our investments thoroughly looked after by Fowlers for well in excess of 30 years I feel qualified to state that during that period we have nothing but praise for their involvement. Now in retirement we have gone from being a contributor to being a "user", and now confidently rely on Amanda and Sarah for not only managing our portfolio but also for our dealings with Centrelink which we leave totally up to them. Thanks folks.

I have been a client of Fowler's Group for several years, and their service has consistently exceeded my expectations. Their financial planners are proactive, and responsive, and always go the extra mile to ensure my financial goals are met. Highly recommended!

I had a pleasure of dealing with Fowler's group. It was an amazing experience. Jason Fowler and Ben Cole provided right and a very helpful information. Keep it up guys.

TBR® Inspection Score Report

ASTUTE Total Inspection Points: 117/120
Acknowledgements: 9
Business Hours: 9
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

KELLY WEALTH SERVICES Total Inspection Points: 116/120
Business Hours: 9
Complete Info: 9
Experience: 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FOWLER'S GROUP Total Inspection Points: 115/120
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Reviews Study: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10