Financial planning · Sunshine Coast
Quality financial planning, superannuation and life insurance. From Alexandra Headland, across the Sunshine Coast, wherever it suits you.
You're concerned about recent market fluctuations.
You've got questions about life insurance.
You've come into some extra money and you're not sure what to do with it.
You're ready to take control of your finances. But you're too busy.
Talk to us. We'll explain your options. We'll give you peace of mind.
Super and insurance advice · wherever you are.
What we do
We help you make informed decisions about your money · across the six areas most families need to get right.
01
A way to save for your retirement. You build up super while you're working to make sure you can have a comfortable retirement. Super is a tax effective environment for your money · both you and your employer can deposit into your account, and from 1 July 2025 the Superannuation Guarantee is 12%.
02
Life takes twists and turns we can't always see coming. An accident, sickness or death of a working-age parent will almost always have a significant impact on the family. The right insurances in place can protect your family and your income if the unexpected occurs.
03
Borrowing is easy these days, which makes it easier to get into debt. Not all debt is bad debt · having a plan in place and understanding the difference between good and bad debt could help you make better decisions and take control of your cashflow.
04
Retirement means different things to different people · a caravan around Australia for some, 5-star hotels for others, more time with the grandkids for many. Planning for retirement is how you make sure your version of it is actually possible.
05
More than a Will. Estate Planning is how you arrange your assets so that your life savings end up in the right hands, at the right time · peace of mind that the people you care about are looked after if something happens to you.
06
The financial side of aged care is complicated. A lot of information to sift through and the conversation is sometimes tricky to start. We help make it easier · understanding what forms to complete, when, and where to send them.
When we help
Whatever you're working toward · your first home, building wealth, preparing for retirement, or making the most of it · we'll help you find the right next step.
Whether you're starting your first job, buying your first home, starting a family or saving for something special, we want to help give you the best start to your financial journey.
Life's really busy now and although retirement is still quite a way off, you want to know your financial future is secure. This is when we build on your foundations.
Retirement is on the horizon. The right plans in place while you're still working will give you the comfort of knowing your future is under control.
You're enjoying life after work. You want to know you'll have the finances to support your adventures · and perhaps leave a legacy so you can share your wealth now and in the future.
Our proven process
Our proven process helps us get to know you · your passions, goals, needs and wants. From there, we develop a customised plan that adapts as your life progresses.
STEP 01
A quick chat to see how we can work together to help you achieve your goals.
STEP 02
We take a comprehensive look at all aspects of your financial situation.
STEP 03
A personalised plan that serves as a roadmap towards your goals.
STEP 04
We set your plan in action by implementing all your personalised strategies.
STEP 05
No 'set and forget' here. We stay in touch and review your plan as life changes.
Brett Stephenson · Founder
"I always tell my clients exactly what I'm going to do, how long it's going to take and then I just do it."
The one constant is trust
Who we are
Branston Partners was founded to provide tailor-made financial advice to families who are too busy to keep up with the latest changes in insurance and superannuation · and who realise they need help.
"I've seen a lot of changes in the financial planning industry throughout my career, but the one constant is trust. I always tell my clients exactly what I'm going to do, how long it's going to take and then I just do it."
I have a wealth of life and professional experience that I'm happy to share with you. I'm passionate about helping families succeed. Financial planning is my passion because wealth forms the foundation of every stable and successful family. I truly understand the needs of families and how to make the most of their resources.
In addition to my Advanced Diploma in Financial Services, I have an MBA and an MA in Japanese. I've also had the pleasure of raising my two daughters. I love our life in Australia and I want to help other hardworking people like myself succeed.
Complex made simple
We provide the education you need to clearly understand your financial strategies.
You are unique
We create a personalised financial plan that is unique to your situation and goals.
Accountability partner
We help you stay on track at every stage of life, through all the challenges and victories.
For veterans
If you've been referred for advice on a Permanent Impairment payment election · you're in the right place.
If you're here, someone you trust has likely mentioned Brett Stephenson. That might be another veteran, an advocate, or a support worker helping you navigate a key decision.
The Department of Veterans' Affairs provides eligible veterans with a financial advice allowance to support you through major financial choices. This isn't a rebate or a loan. It's a direct investment in your wellbeing so you can get professional guidance at no cost to you.
Brett works with veterans across Australia to help them understand and act confidently on their Permanent Impairment payment election · a decision that can shape your income, entitlements and long-term financial security.
This isn't about selling anything. It's about giving you access to advice you've already earned. You served your country. Now your country is backing you.
This may be a one-off session, and that's perfectly fine. Many veterans use this opportunity for clarity and peace of mind. For others, it becomes the start of a trusted relationship · but there's no pressure to go further.
Veterans advocates
As an advocate, you're guiding veterans through some of the most important decisions they'll ever make. The Permanent Impairment election is one of them, and it's permanent.
Veterans often ask you for financial advice you're not licensed to give. That's where Brett can step in. You remain the anchor. His job is to enhance what you do, not replace it.
Get in touch
In 15 minutes we can get to know you · your situation, goals and needs · to see if we're a fit to help you reach your potential.
Phone
Office
86 Buderim Avenue
Alexandra Headland QLD 4572
Hours
Mon – Fri · 9am – 5pm
Sat – Sun closed
