Company lists · Data refreshed September 2026

Top 22 Insurance brokers for wealth planning based in Brisbane, Australia

Name: Insurance brokers for wealth planning based in Brisbane, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 46 companies tracked

RevenueBase identified 46 insurance brokers for wealth planning headquartered in Brisbane, Australia as of September 2026 and tracks 272 professional contacts across them, including 155 with verified work emails. Sydney is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Brisbane, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

46Companies

272Contacts tracked

155Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 22 largest insurance brokers for wealth planning based in Brisbane, Australia

Ranked by team size

Top 22 of 46 insurance brokers for wealth planning based in Brisbane, Australia, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	MGD Wealth	Indirect evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	51-200	67 contacts →
	Indirect evidence “We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.” Source: RevenueBase Database · checked Sep 17, 2026
2	Wealth Architects	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	51-200	37 contacts →
	Partial evidence “Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.” Source: RevenueBase Database · checked Sep 17, 2026
3	Bright Advice Partners	Indirect evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	11-50	14 contacts →
	Indirect evidence “Bright Advice Partners has been helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures since the…” Source: RevenueBase Database · checked Sep 17, 2026
4	Business Insurance Specialists PTY LTD	Strong evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	11-50	12 contacts →
	Strong evidence “Business Insurance Specialists Pty Ltd is an insurance broker providing insurance solutions and risk management advice to individuals, small and corporate business organisations.” Source: RevenueBase Database · checked Sep 17, 2026
5	Guard Insurance Brokers	Indirect evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “Outstanding Service, Outstanding Advice, that's our commitment to all our clients.” Source: RevenueBase Database · checked Sep 17, 2026
6	Life Assets	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Source: RevenueBase Database · checked Sep 17, 2026
7	Donegal Wealth	Strong evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	7 contacts →
	Strong evidence “Donegal Wealth are specialists in investment, insurance and super solutions, providing highly personalised services to businesses and individuals who value professional advice.” Source: RevenueBase Database · checked Sep 17, 2026
8	Solace Financial	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Source: RevenueBase Database · checked Sep 17, 2026
9	20 20 Insurance Brokers	Strong evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “With almost 25 years of a business relationship and partnership of over 10 years, Les Engelbrecht and Thomas Harrys, have created and nurtured the ‘20:20 Insurance Brokers’ brand…” Source: RevenueBase Database · checked Sep 17, 2026
10	Arete Risk & Insurance Solutions	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	51-200	6 contacts →
	Partial evidence “We are pleased to announce that our company, Arete Risk & Insurance Solutions will be merging with Aviso Specialty (formerly known as Fitzpatrick & Co.” Source: RevenueBase Database · checked Sep 17, 2026
11	CFL Financial Planning	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “At CFL Financial Planning we pride ourselves on being 'cutting edge','forward thinking' and delivering a 'service oriented' solution to Successful and Motivated business owners &…” Source: RevenueBase Database · checked Sep 17, 2026
12	Marin Wealth	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Marin Wealth is a Brisbane-based financial advice firm helping high-income professionals, business owners, and pre-retirees build wealth that outlasts them.” Source: RevenueBase Database · checked Sep 17, 2026
13	Commercial And General Insurance Brokers PTY LTD	Strong evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	11-50	4 contacts →
	Strong evidence “Insurance Broker” Source: RevenueBase Database · checked Sep 17, 2026
14	Lantern Advisory	Strong evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “Lantern Advisory is a Brisbane-based financial planning firm providing tailored advice and services including financial planning, wealth management and insurance services to…” Source: RevenueBase Database · checked Sep 17, 2026
15	Plutuss	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “We are a Brisbane-based Financial Planning firm that exists with one objective – to put you in a better position financially by formulating strategies that will help you build…” Source: RevenueBase Database · checked Sep 17, 2026
16	C I Advisors	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “Corporate Insurance Advisors (CIA) through its experienced advisors provides corporate business customers and professionals with tailored quality insurance solutions.” Source: RevenueBase Database · checked Sep 17, 2026
17	J W Bell & Associates PTY LTD	Strong evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	11-50	2 contacts →
	Strong evidence “Established in Queensland in 1978, J W Bell & Associates is today one of Queensland's largest privately owned Insurance Brokers.” Source: RevenueBase Database · checked Sep 17, 2026
18	Lotus Insurance	Strong evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	1 contacts →
	Strong evidence “Why Lotus Insurance Brokers stands apart from the rest is that we are old school on how we treat our clients.” Source: RevenueBase Database · checked Sep 17, 2026
19	Flow Financial Planning	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “Flow Financial Planning's philosophy is built around adding real value to our clients overall financial position and welling.” Source: RevenueBase Database · checked Sep 17, 2026
20	Insurgo Risk	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “With a focus on customer service and 20 years’ experience Jason and his team have a wealth of experience to draw upon to provide relevant and contemporary advice.” Source: RevenueBase Database · checked Sep 17, 2026
21	AIP Wealth Management	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “AIP WEALTH MANAGEMENT specialises in wealth Advice, Investment and Protection.” Source: RevenueBase Database · checked Sep 17, 2026
22	Tetris Insurance	Partial evidence	Brisbane, AustraliaHQ checked Sep 17, 2026	1-10	1 contacts →
	Partial evidence “At Tetris Insurance, we use the experience we have gained through working with Australia’s largest insurance broking groups and Insurers to protect our clients assets and…” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance brokers for wealth planning. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 22 of 46 insurance brokers for wealth planning based in Brisbane, Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 155 reachable decision-makers.

Free signup · no credit card

View the full list →

Insurance brokers for wealth planning based in Brisbane, Australia at a glance

As of Sep 17, 2026

57.0%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

321.7%Largest-city concentration · Sydney

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole Australia list rather than for Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 46 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance brokers for wealth planning, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Brisbane, Australia whose own description of what they do matches “insurance brokers for wealth planning”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance brokers for wealth planning), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside Brisbane are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 155 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 17, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Insurance brokers for wealth planning by metro in Australia

Insurance brokers for wealth planning in Sydney148
Insurance brokers for wealth planning in Melbourne85
Insurance brokers for wealth planning in Brisbane46
Insurance brokers for wealth planning in Perth30

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names insurance brokers for wealth planning, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many insurance brokers for wealth planning are there based in Brisbane, Australia?

RevenueBase identified 46 insurance brokers for wealth planning headquartered in Brisbane, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

MGD Wealth, headquartered in Brisbane, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

Sydney leads with 148 headquartered companies, followed by Melbourne (85) and Brisbane (46).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 155 verified decision-maker contacts tracked across these 46 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

Ready to reach these companies? Verified emails and direct dials for all 46 insurance brokers for wealth planning based in Brisbane, Australia. Start with a free account, no credit card.

Download this list →

Related lists

Insurance brokers for wealth planning by geography

Browse the directory

Browse: Companies home · Insurance brokers for wealth planning in Australia · All Australia lists · All Insurance brokers for wealth planning lists · New lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.