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Fleming Financial Planning

Fleming Financial Planning

4.9(69 reviews)See reviews ↓·Brisbane

About the company

Fleming Financial Planning is a financial planning firm established in 2010 and located in Woolloongabba, Brisbane. The firm specialises in financial planning for business owners, and most clients have at least one self-employed person in the household. Jason Fleming is the Principal Financial Planner.

He has over 20 years' experience in banking and financial services, is a Certified Financial Planner (CFP®), holds a Bachelor of Business in Marketing/Management and a postgraduate degree in Financial Planning, and is an Authorised Representative of Charter Financial Planning. He is a member of the AMP Financial Advice Network. Patrick Wong is a Paraplanner who joined in January 2025, has over 10 years in the financial planning sector, and holds a Master of Commerce with a major in Financial Planning. Stephanie Fleming is a Client Service Officer.

Jake Proctor is a Client Service Officer who joined in May 2026 and holds a bachelor's degree in business and finance. The firm offers superannuation and investment advice, life and income protection insurance, and retirement planning. It offers online meetings when required and provides a no obligation 60 minute initial consultation. Fleming Financial Planning Pty Ltd is an authorised representative and credit representative of Charter Financial Planning Ltd.

What customers say

Based on genuine customer reviews

Families and individuals seeking help with personal insurance, superannuation and long-term planning describe a process that is consistently thorough and tailored to their circumstances. Jason Fleming, together with colleagues including Mark Hams and Josh, is repeatedly credited with gaining a proper understanding of household situations and objectives before any recommendation is made, and with explaining the resulting strategies in straightforward language. One thing mentioned again and again is the range of assistance provided, from reviewing existing cover and superannuation through to developing retirement and investment plans, and reviewers frequently note that they have remained with the practice for many years across shifting market conditions.

Responsiveness and availability are mentioned regularly, as is the reassurance clients derive from having their finances handled diligently. Those who initially engaged the team for a single task, such as an insurance review, often describe progressing to broader goal setting and tax-effective structuring. Property buyers and legal professionals who refer clients also emphasise how personalised the advice is and the protection it gives to families and assets. Praise settles on clear communication, patience and a collaborative manner that leaves clients feeling heard and confident about their financial direction.

Reviews

Reviews are taken from publicly available sources.

DG
Denise Golding10 July 2026

At BAWT Buyers Agency, we're fortunate to work with a number of skilled financial professionals, and Fleming Financial Planning is one we know well and are proud to refer our buyers to as they navigate the financial side of purchasing property. Jason and his team provide our clients and their families with personalised financial advice, helping them invest with confidence, structure their finances tax-effectively, and protect themselves and their assets. They take the time to understand each client's circumstances, set clear financial goals, and design a considered plan to achieve them. If you're looking for financial advice you can trust, I have no hesitation in recommending Fleming Financial Planning.

CR
Carmel Ritchie17 February 2026

Fleming Financial Planning are a pleasure to deal with. Jason and his team are very informative, keeping me up to date on the share market etc. Jason is a wealth of knowledge, and I feel safe knowing he is looking after my finances. Definitely recommend him to anyone looking for a knowledgeable and trustworthy Financial Adviser.

KL
Kodi London12 January 2026

I had a great experience with Fleming Financial Planning. The team were professional, easy to deal with and explained everything clearly without any pressure. The advice was practical and tailored to my situation. I’d happily recommend them to anyone looking for reliable financial advice.

TM
TERRY Mackay6 November 2025

Jason Fleming has been our financial advisor for a number of years. During this time he has guided us through the highs and lows of the financial world and we have great confidence in his ability to do so.We are now in our twilight years and are reaping the rewards of Jasons advice, his knowledge and expertise has been invaluable in contributing to a stress free retirement.

CR
Codie Richter22 October 2025

Had a great experience with Jason and the team earlier this year. They were super knowledgeable and helped us organise our personal insurances quickly and without hassle, plus much more comprehensive and cheaper then our superannuation could provide. Thanks so much Jason and Team!!!

LE
Liam Ellery22 October 2025

Fleming Financial Planning assisted me with my personal insurance, and I highly recommend them for anyone that wishes to protect and secure their family's financial future. Jason and Josh were both thorough, professional and considerate of our needs and circumstances. Their tailored approach have given me and my partner a peace of mind and I strongly recommend them for anyone seeking the same.

S
Sarah22 October 2025

We’ve been working with Jason at Fleming Financial for over a decade, and he has been absolutely invaluable in helping us build our wealth from humble beginnings. His advice has kept us on track and given us confidence in managing our family finances. It’s incredibly comforting to have Jason championing our efforts, he genuinely cares and always has our best interests at heart. Highly recommend!

Financial advisers & planners in Brisbane compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Brisbane are compared.

RankProviderRatingReviewsOpen Sat.
1Select Advice Financial Planning★ 5,070No
2Oxlade Financial - Independent Financial Advisers★ 5,066No
3Antea Financial Services★ 5,030Yes
4dozzi Financial Advice★ 5,022No
5Queensland Financial Group★ 5,012No
11Fleming Financial Planning (this page)★ 4,969No
Contact
Working hours
Monday08:00–17:00
Tuesday08:00–17:00
Wednesday08:00–17:00
Thursday08:00–17:00
Friday08:00–14:30
SaturdayClosed
SundayClosed