Cosgrove & Co Pty Ltd was formed by Brian Cosgove in 1997 and, in conjunction with our financial planning arm Balanced Investment Strategies (BIS), the two companies operate out of our Palm Beach office on the Gold Coast, Australia.

BIS (AFSL No. 314 365) was formed as a complimentary company to Cosgrove & Co Pty Ltd in response to a growing demand for financial planning services from our own accounting clients.

Together, the Cosgrove & Co and BIS team provide a comprehensive and objective financial management service. Our aim is to help you find the right balance with all your financial affairs.

In August of 2019, after observing a gap in the market for SMSF setup and management, we introduced BIS Super, where we specialise in SMSF Setup, Advice, Administration, Property and SMSF for Accountants & Advisors.

BIS Cosgrove

Brian Cosgrove

This department is responsible for developing and managing tailored financial plans to meet clients' needs.

Financial Planning

This department oversees strategic direction and decision-making at the highest levels of the organization.

BIS Cosgrove

Org chart

Teams

Financial Planning

Leadership Division

Offices

BIS Cosgrove

Org chart

Teams

Financial Planning

Leadership Division

Offices

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