Qualia Wealth - Financial Adviser Brisbane North

Our experience with Tom was seamless. Tom was able to develop a strategy to help us achieve our financial goals and explained things in plain english which made the plan easier to comprehend.

I felt that Tom put our needs first in recommending the best financial solution for us.

I feel excited about our financial future and look forward to continuing to work with Tom to exceed our financial goals.

Qualia Wealth was recommended to us as I was nervous about how our retirement was going to look. Tom was thorough and patient when explaining options to us. I felt confident that he understood our situation and customised the advice to suit. Thank you Tom.

Qualia Wealth @ Nundah Brisbane was a great experience meeting Tom & Annabell & partner. Tom is straight down the line in assisting my hubby & myself with financial advice & other matters associated. Added to information we ‘sort of’ knew in our minds, clarified & answered our questions & made us think in more detail & not guessing! Glad we meet Tom & Associates! Life is a journey & still learning 😅🙏 Would recommend Qualia Wealth for financial advice.

After switching the grand plan just a couple of years before retiring was a scary financial step for my husband and I.
We need not have worried ourselves at all. From our initial meeting with the Qualia team we were confident the right decision had been made. The comfortable and very professional manner of Tom was an absolute winner for us. We haven’t looked back and would highly recommend this Financial Service to anyone.

Tom and his team are genuine and down to earth. They simplify their concepts, and focus on what your needs are. He is always transparent on his fees (which are very reasonable!) and when he recieves commissions. He has given us confidence in navigating the market changes and is always available for advice and support.

We have trusted Tom for over 5 years with our Financial Planning, and will continue to do so for our future!

Tom and his team have been nothing short of fantastic. Always ready to help in any way and their advice has been excellent. They have been the best Financial Advisers we have had and we have full confidence in their ability to provide the best advice. Tom is always very welcoming anytime we have come to his office and we will be continuing our association with Qualia Wealth for the foreseeable future.

My wife and I have been with Tom as our financial adviser for the past 4 years. We have always found him to be very friendly, efficient and knowledgeable in dealing with any financial concerns we may have. He keeps in contact and is quick to respond to any correspondence whether by email or phone. We have absolutely no hesitation in recommending Tom and the team at Qualia Wealth.

It was a pleasure to by guided by Tom Davies from Qualia Wealth with our financial needs. We had several complicated steps that needed key advice prepared for us. With discussion and advice we were able to establish excellent strategies, for example with rolling our superannuation and life insurance that gave us better coverage for a more competitive price. Also, Tom had explained the best recommendations for our surplus cash from the sale of our family home. Investing into managed funds that were suited to our risk analysis questionnaire was comforting therefore, well structured to our needs. I would recommend Tom and the staff to anyone as they were extremely responsive, reliable, and professional.
Rebecca and Mick

We trust Tom to provide us with the right financial advice at the right time, and he delivers. We really like his honest, direct approach and the way he explains everything to us in a way we can understand. I feel confident that our financial goals are realistic and achievable.

I have used Tom’s services as a financial advisor for over 6 years.
During this time I have been impressed with Tom’s knowledge of the financial services sector, his attention to individual client circumstances, his openness and communication skills and his trustworthiness.
I have no hesitation in recommending Tom Davis and Qualia Wealth to those seeking similar support and services.

Tom and his team are fantastic. They have helped my wife and I secure our financial future into retirement. They are knowledgeable and provide several options or pathways depending on personal assessment. Any questions i had are answered thoroughly and in a way that i can easily understand. Thoroughly recommend Qualia Wealth.

My wife and I decided to move with Qualia Wealth some 3 + years ago. I must say its never an easy decision especially when you are nearing retirement age to change investment strategy but the friendly , professional and easy to understand approach of Tom has not only put our minds at rest regarding decision making but our investments over the 3 + years are in line with Tom's investment strategy. Thanks a million Tom !!

We have worked with Tom, Chris and the Qualia Wealth team for around 5 years and during this time they have provided my wife and I with expert assistance in establishing and implementing financial strategies tailored for our stage in life. I would highly recommend Tom and the team to anyone looking for assistance in achieving their financial goals.

Tom was of great assistance to best understanding our options, what each would achieve and allowing us to make the final decision about our investment strategy albeit with good guidance. Trust plays a big part when investing and our trust in his guidance cannot be questioned.

Chris and Tom have been a pleasure to deal with over the last two years. They are very welcoming, have listened to our needs, and have helped us take a pragmatic approach to our financial planning. Their advice has given us improved knowledge and confidence in our financial affairs. We know that we are in good hands at Qualia Wealth.

We've been nothing but impressed with the service from Qualia Wealth and their genuine interest and focus to improve your long term financial position across multiple assets. This is not a firm that has a preference to one particular wealth creation vehicle over another, and will provide you with tailored advice based on your current position and future needs. I'd recommend Tom and the team at Qualia Wealth.

I have been with Tom and his team for quite a number of years now and during this time he has expertly guided me through the sometimes daunting process of establishing and implementing strategies for my retirement. I would highly recommend Tom Davis and his team at Qualia Wealth to anyone looking for professional and well considered advice.

We have been client's of Tom Davis for a number of years and we continue to remain with him, dispite us having relocated interstate. His advise to us, as always, is tailored to maximise benefits to both of us. He has always presented as being very approachable and open to suggestions. We feel that we are listened to and have recommended him others.

We have always been happy with the guidance and information from Tom and his team about our superannuation and related matters Since retiring two years ago we have enjoyed a better lifestyle thanks to the guidance from Tom. All our targets have been met and them some. We could not be happier. John Martin.

Tom and Chris are two of the most exciting young professional Financial Planners in their field today. They are relaxed, composed, knowledgeable and listen to there clients situation and financial goals. They are the new face of Financial Planning and well worth talking too to see if they fit your style.