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Virtuous Planning
Welcome
Our team boasts a collective 20 years of extensive experience in the fields of Wealth Management and Risk. Our expertise, honed over years of dedicated practice, equips us to provide top-notch financial guidance and strategic risk management solutions. We are committed to leveraging our knowledge and skills to help you
OUR DIFFERENCE
Create your future with confidence
- Personal approach - we know our clients on a very personal level Fresh & fun approach to financial advice
- We are family orientated & operate like one big family
- We’ve walked a mile in your shoes, kids, debt, childcare, schooling, budgets - we live & breathe it Dedication to a remarkable client experience
- To be your sounding board on all things in life. Money, kids, career, travel, technology
- Awesome, engaging & fun events, functions & parties for you to learn, take control & feel part of the Virtuous Advice Community
Services We Offer
Superannuation and Retirement Planning
- Personal Superannuation
- Industry and Public Sector Superannuation
- Pensions and Annuities
- Self-Managed Superannuation
- Centrelink / Veterans’ Affairs Assistance
- Aged Care
Wealth Protection
- Term Life Insurance
- Total and Permanent Disability (TPD) Insurance
- Trauma Insurance
- Income Protection Insurance
- Business Insurance
- Insurance Claims Assistance
Other Financial Planning Services
- Budgeting and Cashflow Management
- Debt Management
- Estate Planning Assistance
- Taxation Advice
Meet the Virtuous Advice Team
Kelly Brady
Founder and Senior Financial Adviser
Authorised Representative Number: 451757
With over a decade of experience in the financial industry, Kelly is not just a seasoned professional but a passionate advocate for helping individuals reach their retirement goals.
At Virtuous Planning, Kelly has recognized the need for a more comprehensive approach to financial planning on the Sunshine Coast. She firmly believes that a one-size-fits-all approach does not work when it comes to securing one's financial future. Kelly takes a personalized approach, working closely with her clients to understand their unique needs and objectives, providing them with peace of mind and comfort in their financial journey.
She brings exceptional technical knowledge in areas such as superannuation, personal and business insurance, self-managed super funds, retirement planning, and aged care solutions. By collaborating closely with accountants and an exceptional investment team, Kelly ensures that each client's individual objectives and needs are identified and met.
Qualifications and Memberships:
- Graduate Certificate in Financial Planning and Margin Lending
- Bachelor of Business (Marketing)
- Advanced Diploma of Financial Planning
- Financial Adviser Exam – Passed
- Accredited Aged Care Professional
- Self Managed Super Fund Specialist
- Financial Advice Association Australia (FAAA)
Kelly's commitment to ongoing professional development and her extensive qualifications demonstrate her dedication to staying up-to-date with industry standards. Additionally, her specialized accreditation as an Aged Care Professional and Self Managed Super Fund Specialist ensures that she has the expertise to guide clients through the complexities of planning for retirement and aged care.
With Kelly on your side, you can rest assured that your financial future is in good hands. Her holistic approach, technical expertise, and collaborative mindset make her the ideal partner in achieving financial security and reaching your retirement goals.
Contact Kelly today at Virtuous Planning for a personalized and comprehensive financial planning experience.
William Blahuta
Financial Adviser
Authorised Representative Number: 1306721
Will is an exceptional member of Virtuous Planning, and his dedication to providing top-notch financial advice and guidance to clients is truly commendable. Throughout his career, he has collaborated closely with experts in various fields, including stockbrokers, property experts, and accountants. This collaborative approach ensures that Will can offer a comprehensive and holistic approach to financial planning.
One of Will's most notable attributes is his reliability and personable nature. Clients can trust that he will go the extra mile to provide the very best advice, always prioritizing their best interests. Additionally, he holds a certification as a financial planner, further demonstrating his commitment to professionalism and competence in his field. What truly sets Will apart is his unparalleled commitment to helping clients fully understand their financial options and plan ahead effectively. Regardless of the complexity of the situation, he is dedicated to providing tailored guidance that meets the unique needs of each client.
His specialized expertise in areas such as aged care, retirement planning, self-managed superannuation strategies, and life risk protection enables him to address a wide range of financial concerns.
Whether you are a business owner or an individual seeking financial guidance, Will's expertise and guidance can help you confidently achieve your financial goals. His qualifications, including a Graduate Certificate in Financial Planning and a Bachelor of Commerce (Financial Planning), demonstrate his comprehensive knowledge in the field. Additionally, he is an esteemed member of the Financial Advice Association Australia (FAAA), further emphasizing his commitment to upholding professional standards and staying informed about industry developments.
With Will by your side, you can trust that your financial future is in capable hands. His dedication to providing exceptional service and his extensive qualifications make him a valuable asset to Virtuous Planning, as well as to his clients.
Support Staff
Ellie Wright
Kimberley Brady
Ellie Wright
INSURANCE MANAGER
Ellie is our exceptional Insurance wiz and utilises her extensive knowledge of the insurance market to review and arrange comprehensive, affordable cover for clients.
Kenny Evans
Kimberley Brady
Ellie Wright
CLIENT SERVICE OFFICER and ADVISOR SUPPORT
Kenny is eager to help our clients and make a difference in their lives. He is our office Superannuation expert and is our Guru when it comes to your technical questions.
Kimberley Brady
Kimberley Brady
Kimberley Brady
CLIENT SERVICE OFFICER/RISK MANAGER
Kimberley is the glue in our office, She ensures that every step that needs to be followed gets done and all of our clients have the information they need.