About Us

At Brooks & Partners, we are a nationwide provider of financial planning, mortgage broking, asset financing, and insurance solutions, empowering individuals, families, and businesses to realise their financial potential.

For us, wealth goes beyond numbers—it’s about achieving what matters most to you. Whether it’s financial freedom, security, or the lifestyle of your dreams, we partner with you to turn ambition into reality.

With decades of experience, a holistic approach, and a commitment to excellence, we go beyond the basics to provide strategies and guidance tailored to your unique journey. Every service we offer is grounded in a customer-first approach, ensuring your needs, goals and priorities remain at the forefront of everything we do.
At Brooks & Partners, your finances are our focus.

Values

Innovative. We embrace change and continuously seek smarter solutions.

Approachable. Your goals matter to us, and we’re here to listen.

Excellence. We hold ourselves to the highest standards in everything we do.

Integrity. Transparency and honesty guide every decision we make.

Collaboration. Together, we achieve more—for our clients, team, and community.

Care. Your success is our purpose.

No matter what life stage you are in, you likely have goals you want to achieve, and we can help you.