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Antea Financial Services

Antea Financial Services

5.0(30 reviews)See reviews ↓·Brisbane

About the company

Antea Financial Services is a boutique financial planning firm based in Brisbane. The firm operates as Antea FS Pty Ltd T/A Antea Financial Services and has over 25 years of industry experience. It is not aligned to any single product provider. Kim Wood is the Founding Director and a Senior Financial Planner. Ash Walz is a Director and Senior Financial Planner. Troy Dyer is the Director of Operations. Brooke Wood is the Manager of HR & Resourcing. Jennifer Anne is the Manager of Organisational Development.

Daniel Skinner, Hardik Sheth, and AC Bosch are Senior Financial Planners. John Monserrat and Justin Palermo are Financial Planning Assistants. The firm serves individuals, families, and business owners. It provides comprehensive advice across wealth, retirement, insurance, and more, including superannuation advice, estate planning, budgeting and cashflow, insurance solutions, property investment guidance and strategy, wealth building through strategic investment planning, retirement planning, sustainable investing, and expat planning for expatriates and global residents.

What customers say

Based on genuine customer reviews

In East Brisbane, Antea Financial Services has drawn a steady following among clients seeking guidance on personal finances, superannuation and investments. Hardik is named repeatedly as the adviser behind much of the feedback, described as approachable, knowledgeable and patient when unpacking complex concepts into plain language. A theme that surfaces often is how closely advice is matched to individual circumstances, whether the task involves budgeting, debts, loans, cash flow, saving towards a first home or a longer term investment strategy. Clients note that no question felt too basic, that sessions were unhurried, and that follow up occurred after initial meetings.

The practice is repeatedly described as professional and well prepared, with clear explanations covering income, shares and market options. One long standing client credits Kim with managing their superannuation through a difficult period, calling him kind, supportive and factual in his explanations. A number of clients mention having already passed the firm's details to friends and family. The most consistent point across the feedback is the clarity of the plans produced, with clients reporting a firmer grasp of their position and a defined way forward, particularly around growing savings and planning future investments.

Reviews

Reviews are taken from publicly available sources.

FW
Foxbodymustang7 Weston16 June 2026

Kim Wood and Troy Dyer at Antea Financial Services have been fantastic to deal with. Before meeting with them, I wasn't sure what to expect from the financial advice process, but they took the time to understand my situation, explain everything clearly and develop a strategy tailored to my goals. At no stage did I feel pressured, and they were always happy to answer questions and explain the reasoning behind their recommendations. What stood out most was their genuine care, professionalism and ability to make complex financial matters easy to understand. I now have much greater confidence in my financial future and a clear plan moving forward. I would highly recommend Kim, Troy and the team at Antea Financial Services to anyone looking for trustworthy, high-quality financial advice.

LT
Leon Thompson10 June 2026

I received financial advice from Hardik from Antea Financial Services. Hardik was kind, respectful and his advice was clear, detailed and tailored to my specific needs. He was genuine in his desire to help us make the right decisions and I would highly recommend Antea and Hardik to anyone.

GT
Get to the point9 June 2026

Highly recommend Antea, I was offered this service as part of DVA claim and almost declined the offer. Very grateful that I accepted the offer as Hardik went above and beyond, providing excellent advice and brought several very important considerations to my attention. Do not make the mistake of thinking that you know it all or know enough already, there is a very good chance that you have more to learn.

MW
Mason Walker29 May 2026

Professional, clear and concise. Hardik was a fantastic bloke to chat to and extremely patient as I am not the sharpest tool in the shed, he made sure I had a proper understanding of what to do with my Income before he ended our initial session and even touched base with me the next day to tie up loose ends, talk about commitment! I highly recommend this company for getting a deeper, clearer insight to all investment opportunities and smart money control.

JA
Jesse Anthes27 May 2026

Hardik is very switched on and knows what he is talking about. He has given me a smart, strategic plan that works for me to make the most out of my money. I would highly recommend talking to the company to plan out future investments

JR
Jack Ryan18 March 2026

Hardik at Antea Financial Services has been an absolute lifesaver for my wife and me. We have several big life decisions coming up, and he managed to remove all the stress from the planning process. He has a gift for breaking down complex financial concepts into terms that are actually easy to understand. We’ve already recommended him to several friends and wouldn’t hesitate to suggest him to anyone else!

JM
jamie mccleish16 February 2026

Hardik from Antea Financial Services was very easy to deal with sound financial advice and was very happy to talk through different scenarios and options with calculators to see projected outcomes. He made it easy to understand and I feel very confident that the advice given was right for my situation.

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.
1Antea Financial Services (this page)★ 5,030Yes
2Humphrey Partners - Financial Planning Brisbane★ 5,03No
3Oxlade Financial - Independent Financial Advisers★ 5,066No
4Queensland Financial Group★ 5,012No
5Brisbane Independent Financial Advisory★ 5,04No
Contact
+611300276433www.anteafinancial.com.auSte 153/42 Manilla St, East Brisbane QLD 4169
Working hours
Monday08:00–18:00
Tuesday08:00–18:00
Wednesday08:00–18:00
Thursday08:00–18:00
Friday08:00–18:00
Saturday08:00–12:00
SundayClosed