River City Financial Planning
About the company
River City Financial Planning is an independent Brisbane-based financial planning firm. The firm specialises in retirement planning and provides retirement planning services. It has over 50 years of combined industry experience and is not owned by any banks, large institutions, investment houses, or super funds. The firm keeps its entire team Australia-based.
Garth Collingwood founded River City Financial Planning and has been helping clients with retirement decisions since 2004. Cassandra Pearson has worked in the financial planning industry since 2010 and has been advising clients since 2016; she is a Certified Financial Planner®. Melanie Carlisle has two decades of experience in the financial planning industry and has worked alongside Garth since 2009. Lachlan Cullen-Ward joined River City Financial Planning in 2022.
What customers say
Based on genuine customer reviews
Operating out of Brisbane City, Queensland, River City Financial Planning is a financial consultancy, with 102 reviews on file at a 5 average. The listing places it within the directory's financial consultancy category. As with other entries in this directory, the figures reflect a snapshot of the practice's public Google listing.
Reviews
Reviews are taken from publicly available sources.
As a working couple, we’ve had our fair share of financial and retirement planning challenges, this can be overwhelming. The complexity and concerns of our situation immediately disappeared, when we met Garth Collingwood and the River City Financial Planning team about six years ago. This was the beginning of our retirement planning journey and implementing the simple and yet valuable advice by Garth along the way, has been a blessing. Fast forward to today, we met with the dynamic duo of Garth and Lachie to discuss an unforeseen development towards retirement, which sent our thinking into a spin. True to form, the team provided us with what we desperately needed - clarity. When making the most important decisions at careers end, clarity in terms of your current retirement planning situation and where you need to be, is essential. Elated to say, our meeting with the dynamic duo has elevated and accelerated our life decisions and plans towards retirement (with confidence), thank you River City Financial Planning. We are stoked to have Garth as our financial advisor and so grateful for his extensive expertise, and considerate guidance. Garth’s X Factor which impressed and resonated most for us, is his care and genuine down-to-earth approach, which is exceptional. Forever thankful, Fil & May.
Very appreciative of the financial health check provided by Cassandra Pearson from River City Financial Planning. 5 Star engagement and no upselling. Highly recommend.
Garth is truly one of a kind. My partner and I saw him recently and were blown away by how caring, down to earth, and easy to talk to he is. He gave us clear, practical advice and explained everything in a way that actually made sense. We left feeling more confident regarding our next steps, and incredibly grateful. If you want someone who really listens and truly cares, I highly recommend Garth and his wonderful team.
When the thought of finances and retirement planning became confusing and overwhelming, we arranged a meeting with Garth. Garth took the time to thoroughly understand our lifestyle and goals, and provided honest and practical advice without the jargon. We left the meeting feeling confident about our future and path to retirement. Highly recommend Garth and his team.
I can't recommend River City Financial Planning enough. Garth Collingwood takes time with you, and his intelligence, kindness, communication and insight is unmatched. Very grateful for his knowledge and time. Thank you for your expertise and care.
I had a great experience speaking to Garth. He was professional, knowledgeable and personable. He explained everything in a language I was able to understand. I will not hesitate to contact him again when I need financial advice again.
I can’t speak highly enough of Garth (and Lachie). Garth is exceptionally knowledgeable, particularly in Commonwealth superannuation funds, and takes a clear, no-nonsense approach that builds real confidence. He is approachable, respectful, and genuinely focused on doing what’s right for his clients—never steering you in the wrong direction. His guidance was practical, balanced, and easy to understand, which helped me immensely in making informed decisions about my retirement. A truly trusted advisor who adds real value and peace of mind. The whole team at River City are lovely. Thanks so much Garth - I’m really enjoying my slower mornings and renovations. 😊
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | River City Financial Planning (this page) | ★ 5,0 | 102 | No |
| 2 | Select Advice Financial Planning | ★ 5,0 | 70 | No |
| 3 | Oxlade Financial - Independent Financial Advisers | ★ 5,0 | 66 | No |
| 4 | Antea Financial Services | ★ 5,0 | 30 | Yes |
| 5 | dozzi Financial Advice | ★ 5,0 | 22 | No |

