Financial advice that’s customised, straight forward, honest, and actually helpful.

Trusted Financial Planner and Advisor in Brisbane

Why Get Financial Advice?

You’ve probably heard it all before. “Personalised.” “Tailored.” Most financial planners say the right things. Dialogue Financial means them — and acts like it. No commissions. No call scripts. No smiling jargon machines nodding through buzzwords. Just unflashy, plain-speaking financial management — where your retirement, investments, superannuation, or aged care plans are met with actual dialogue, not monologues.

We’re licensed, deeply human, and based in Brisbane — and work with clients all across Australia. From early-stage planning to oh-heck-I-should-have-done-this-years-ago moments, we’re the people you call when you’ve had enough of guesswork and salesmanship. Some clients come in ready to go. Some arrive with a financial inbox full of unopened statements. Either way, Dialogue Financial doesn’t try to “win” your trust. We earn it.

Clean Advice

We’re paid by you, not product providers. So our advice isn’t nudged, tilted, or twisted by commissions. It’s as clean as it comes

Step by Step

We explain without being condescending. Every step, clearly. No PowerPoint slides. Just honest, human conversations that help you feel smarter — not smaller.

Real Access

Phone call? Email? Walk-in? You won’t need to click through six menus to reach someone. Real conversations, without the contact form runaround.

Plans

Our job isn’t to hurry you. We build actual long-term plans. Even if that means saying: “Wait. Not yet.”

It’s not financial advice unless it’s actually helpful.

Most Australians don’t need more advice. They need better financial advice. Advice that doesn’t talk in circles or try to push you toward the most profitable product on the shelf. Dialogue Financial gives you calm, unpressured clarity. We’re a Brisbane-based financial planning firm offering retirement planning, wealth strategies, aged care cost guidance, and investment planning that actually fits your life.

If it’s not helpful? We don’t say it. If the timing’s wrong? We hold off. If you’re already on the right track? We’ll tell you… and then stop talking or offer some fine tuning.

Superannuation

Superannuation advice grounded in what’s possible, not what sounds impressive. We care about what it looks like in your real life.

Investments

Investment strategies that make sense on paper — and in practice. No crypto noise. No tech cults. No gambling disguised as “opportunity.”

Wealth Protection

Life insurance that’s reviewed with care — not handed over with fear. We help you protect what matters without stirring panic.

Debt Recycling

Debt strategies that don’t punish you for being human. We optimise where it helps, without spreadsheets, shame, or lectures.

Our financial planning process

You shouldn’t need a second degree just to understand what happens next. Our process is direct, low-pressure, and focused on building clarity—not dependence. We don’t just “take over” things. You’ll always know what’s happening, why, and what you’re saying yes (or no) to.

Step 1

Step 2

Step 3

Step 4

Step 5

Discovery Call

Book a no-pressure intro call. Ask us anything. No cost. No strings

Gather Data

We review your financial picture, goals, concerns, and future plans.

Advice

You get responsible and unbiased advice. Fully explained. You control the pace.

Implementation

We guide implementation, monitor results, and update when your life shifts.

Support

There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

Insights

Your future just got a super boost – are you ready?

8th July 2025

With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your…

Legacy or liability? Planning a smooth wealth transfer

1st July 2025

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according…

5-Star vacations without the 5-Star budget

24th June 2025

If you enjoy a touch of luxury when you get away, thinking about the ideal vacation can conjure up daydreams…

Volunteering in retirement: finding purpose, structure, and joy

17th June 2025

Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades,…

Smart moves before the financial year ends

10th June 2025

The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and…

How the m super tax may affect you (and what to do next)

How the $3m super tax may affect you (and what to do next)

3rd June 2025

As the federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known…

What our clients say

Clients talk about us more than we talk about ourselves. That’s intentional.

Dialogue Financial doesn’t ask for testimonials. But they show up anyway. When people go from uncertain to grounded, they want to share it. And honestly, that tells you more than any polished pitch could. They felt heard, respected, and safe. They weren’t dazzled, they were helped. That’s the work we’re proud of at Dialogue Financial.

Andrew Lyon has played an invaluable role in my financial management for many years. He has a good understanding of my personality (including acceptable risk) and goals.

I have always found Andrew to be very approachable and a person who is eager to assist with any query even though sometimes it does not relate to Andrew’s area of responsibility

Andrew has always been there for me, and I value his ongoing support. I would recommend Andrew Lyon to anyone who wants personalised service and advice for their financial planning needs

We had always been somewhat financially comfortable, however while we were disciplined in our saving, we tended to spend in a more unplanned and impulsive manner. As we approached the end of our 40’s with relatively young children, concerns about the quality and lifestyle we would enjoy in our retirement, and questions about when we would wind down our careers began to increase. Then through the recommendation of a colleague we met Andrew, who has provided us with the answers and a roadmap to help us navigate this important stage of our lives. Andrew has taken the time to gather a detailed knowledge of not just our financial values and the risk we are comfortable taking, but also personal needs and values which our finances support. Perhaps the most valuable outcome has been the confidence knowing that the security of our future will be comfortably achieved, without comprising on enjoyment along the way.