Email Us

07 3177 0840

  • Insurance
  • Superannuation
  • Estate Planning

Email Us

07 3177 0840

  • Insurance
  • Superannuation
  • Estate Planning
Queensland’s preferred financial planners for 25+ years.

CREATING FINANCIAL SUCCESS & CERTAINTY ACROSS QUEENSLAND

Book an Appointment

Obligation-free appointment

How can we help?

25+ years making the most of money

Our Founder & Director Adrian, brings more than 25 years of experience creating financial success and future-proofing lives. 

How we Support your Wealth Goals

income protection for single parents

Personal Insurance

Insurance for your car? Tick. Insurance for the house? Tick.

Insurance for yourself? Eek. Whether you’re single or have a family, insuring yourself now will protect you long into the future, providing you with certainty as you tackle life.

Personal Insurance ›
Preparing a will Brisbane - Bow Tie Financial Services

Superannuation

No matter how far away retirement is, it’s important you’re thinking long-term.

Maximise your superannuation investments to create the retirement and after-work lifestyle you deserve. Maximise your super today so you can succeed tomorrow.

Superannuation ›
Retirement planning Gold coast - Bow Tie Financial Services

Wills & Estate Planning

Ensure your assets and wealth are distributed how you intend.

Wills and estate planning ensures your family will be comfortable and understand your wishes after you’re gone.

Wills & Estate Planning ›

What makes Bow Tie Financial Services different?

We Build Relationships

You won’t just become another number at Bow Tie Financial Services. We don’t reserve appointments for business hours, nor do we put hour-long time limits on them. Adrian spends exactly as long as it takes to get to know you, your goals, and provide you with that personal care — whenever and wherever suits you.

The professionalism you expect, the care you don't.

We’re extremely professional and knowledgeable financial planners. But that’s not all that matters when planning for your future and beyond. Our team provides you with a level of genuine care that’s almost unheard of in the industry.

Financial Experience From All Sides

We’re not just accountants or just financial advisors. Our Founder & Director, Adrian has experience across accounting, finance, broking, superannuation, and more. It means we can look at your finances with a holistic, comprehensive view.

Scalable & Simple Advice, Tailored to You

There’s a misconception in financial planning that you need to have a certain amount of wealth to benefit from it. We tailor and scale financial strategies to our clients, so you can make the most of what you have.

I am...

In A Couple

Protect your partner and yourself with intelligent financial strategies. Protect your income, define financial goals, and start working towards them with the correct strategies.

Couples ›

Young & Single

You’re young and single but that doesn’t mean you can’t be prepared. Set yourself up to achieve all of your financial goals and tackle the future with absolute financial certainty.

Young & Single ›

Married with Children

Protect yourself, your spouse, and your family’s future. Arm your family with the correct strategies to create wealth and financial success.

Married with Children ›

A Business Owner

Understanding and succeeding in your finances as a business owner can be complex. You need to have the correct plan in place for your business to ensure it pays off.

Business Owners ›

Mature & Single

Protect yourself, your income and set yourself up for certainty in the future. We’ll support you to implement smart saving and investing strategies and protect your income and assets.

Mature & Single ›

Retired

On your way to retirement and need some support for the last few hurdles? We can help. We’ll help you get your ducks in a row through insurance policies and smart financial planning.

Retirees ›

Make the most of your money. Meet the Bow Tie Man.

Meet Adrian McDonald, the man helping people and businesses across Brisbane plan for future certainty and maximise their wealth. Adrian combines his accounting and tax planning experience with estate planning, superannuation, and insurance planning to set you up for financial success.

Youll appreciate receiving personalised financial advice, with a side of personable service and genuine care for you.

The Bow Tie Man
Life Insurance Advisor - Bow Tie Financial Services
5/5


"Seriously. He’s a great broker, and more importantly, he’s a very good man.”

What makes Adrian different and special to me is his authenticity, generosity and kindness. These are qualities that don’t often initially come to mind when you think of people who work in insurances, superannuation or accounting… I don’t feel lost in that world when I deal with Adrian. I know he’s got my back. Seriously. He’s a great broker, and more importantly, he’s a very good man.
Melissa
MelissaClient since 2007


"He has provided financial security for our family."

Adrian has a strong work ethic and the level of care and involvement he takes with his clients is second-to-none. I’m proof of the pudding. If I didn’t have the appropriate insurance, my family and I would have lost our home and be on the street. He has provided financial security for our family.
Leon
LeonClient since 2008


"I’d hate to think what would have happened if I didn’t take on his advice."

Adrian’s refreshingly different. He takes a genuine interest in you, your family and making sure that you’ve got the appropriate plans in place based on your changing circumstances. I never thought I’d be in this situation; you just don’t like to think about worst case scenarios - but I’d hate to think what would have happened if I didn’t take on his advice.
Natalie
NatalieClient since 2008


"He takes total control and looks after everything so there’s no need to worry"

The level of service I receive from Adrian is really good. He takes total control and looks after everything so there’s no need to worry…I’m glad I haven’t gone with anyone else.
Adrian
AdrianClient since 2009
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Meet The Bow Tie Man to Get Started

Book your obligation-free appointment to get started on your way to financial success and a certain future.
Book an Appointment

Obligation-free appointment

How can we help?

But nothing in this world can be
certain besides death and taxes.

Benjamin Franklin

Services

  • Wills & Estate Planning
  • Superannuation
  • Insurance

Contact Us

Bow Tie Financial Services
PO Box 668
Spring Hill Qld 4004
P: 07 3177 0840

Adrian McDonald, of Advice and Information Pty Ltd ABN 14 097 895 737, trading as Bow Tie Financial Services Group is a corporate authorised representative of Burrell Broking (Authorised Representative Registration No. 245046).

GENERAL ADVICE WARNING

Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

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