Aegis Financial Planning

Aegis Financial Planning is a holistic financial advice practice based in Brisbane, Australia. It is a family business established in 2009 by Andrew Kidd, who is the Practice Principal and has been a practising financial planner for more than 30 years. Luke Kidd is Manager, Advice Delivery, with more than ten years of expertise in the financial planning industry.

Thomas Kidd became an adviser in June 2022 after joining Aegis as an administrative assistant in 2017. Aegis was formerly licensed under Commonwealth Financial Planning and has been licensed under Alliance Wealth as of 2020. Aegis was awarded Pathways 'Practice of the Year' in 2014, 2016 and 2017. Aegis provides retirement planning, investment, cash flow, life insurance and aged care advice for professionals, managers, office workers and public servants. The practice specialises in superannuation, PSS defined benefit, retirement planning, wealth creation, personal insurance, Centrelink, aged care and lending.

Aegis's financial advisers adhere to the code of ethics issued by the Financial Adviser Standards and Ethics Authority and the code of professional conduct issued by the Tax Practitioners Board. Aegis employs third party digital security experts to protect its digital records. Aegis's legal entity is Aegis Financial Planning Pty Ltd, and its partners include Centrepoint Alliance.

Trust and long-term relationships form the recurring theme across feedback on Aegis Financial Planning, which serves clients in Brisbane and beyond. Advisers Luke, Thomas and Andrew are named repeatedly, with customers describing advice on retirement planning, income streams and investment strategies that has been delivered patiently and thoroughly over many years. A point made in several accounts is the quality of communication, with clients noting that complex financial matters are explained clearly, that questions are answered in plain language and that updates arrive without prompting.

Several customers describe having relied on the firm for a decade or more, including arrangements put in place before and during retirement, and they value being able to make contact whenever guidance is needed. The team's friendliness, discretion and careful attention to individual goals are mentioned consistently, as is the care taken to match investments to personal objectives. Reviewers also highlight the thoroughness of implementation once a strategy is agreed. Long-standing clients speak of feeling informed and confident in decisions built on the advice received, while newer clients credit the patient explanations that helped them understand their options.