About Karl

Karl Schmidt is a Private Wealth Adviser in the Brisbane Office.

He is passionate about building long-term partnerships with people who want to make informed financial decisions and achieve what is important to them.

Education and experience

Karl has a Bachelor of Business from Queensland University of Technology as well as an Advanced Diploma of Financial Planning. He is a Certified Financial Planner® practitioner, the highest recognised designation for financial advisers in Australia, and a member of the Financial Advice Association of Australia (FAAA).

Karl has been providing personal financial advice since 2008.  He is passionate about building whole of life relationships with his clients, and has particular expertise in superannuation, investments, retirement and insurance strategies.

My Clients

I enjoy partnering with hardworking, everyday Australians, especially those in the following life stages:

Successful families

I work with a number of successful hard working families, helping them make informed decisions and set them up on the path to success. Often they are professional couples in their 40’s and 50s with young families who are on track to owning their home.  A common trait is that they lead busy lives, juggling family commitments with careers and business to manage, and don’t have the time or expertise to confidently manage their finances.

This segment often feel as though they could be doing more with their money, such as purchasing property, buying shares or contributing more to super.  Using sophisticated cashflow modelling and projections, I'm able to help these clients solve money decisions such as whether they can afford an overseas holiday, send the kids to private school, and live the lifestyle they want.

Many of the professionals I currently work with are employed in the Health, Medical and Information Technology sector.

Approaching retirement

Another key segment I look after are those pre-retirees and retirees who wish to understand whether they are on track and what retirement looks like for them.  Common questions I get asked are can I afford to retire sooner, and will I be able to sustain my current lifestyle in retirement?

I help these client understand and create a vision of what their future life could look like, along with a roadmap to ensure they reach their retirement goals.

Outside of work

Karl is married and has two young children. Away from work, he enjoys cycling and spending time with his family.