Daniel Prokopczak and the Planned Wealth team help Brisbane professionals, business owners, retirees & pre-retirees map a clear path to financial independence through super, investments, insurance, tax and estate planning - built around the life you actually want, not a generic template.
Every financial decision sits somewhere on the same map. We help you see how each one connects to the next.
Build a portfolio matched to your timeframe and tolerance for risk — not the headlines of the week.
Work out when you can stop, what income you'll need, and how to bridge the years before super.
Make sure what you've built goes where you intend — wills, beneficiaries and binding nominations included.
Understand what's coming in, what's going out, and where there's room to do more.
Structure contributions, income and entities so you're not paying more than you need to.
Protect the income and assets your plan depends on, without paying for cover you don't need.
A plan only works if you understand it. Here's exactly what happens, in order.
An honest, no-obligation chat about where you stand today and where you actually want to get to.
We build a clear, written plan — the strategy, the trade-offs, and why it suits your situation.
We put the plan into action — structures, policies and accounts, handled end to end.
Regular reviews as life, legislation and markets shift, so the plan keeps fitting as you go.
Great financial advice doesn't live in silos. Investment decisions affect tax. Insurance affects estate planning. Super affects retirement income. We look at all six together.
Daniel has been a financial adviser since 2006, and prides himself on providing high-quality, ethical advice that helps clients achieve their goals. He is both knowledgeable and passionate about the finance industry.
With nearly two decades of experience — including 13 years at ANZ as a Financial Planner and Commercial Financial Planner — Daniel brings deep expertise across wealth creation, investment advice, personal protection and business insurance, debt structuring, pre- and post-retirement planning, self-managed superannuation funds (SMSF), margin lending, estate planning and maximising Centrelink benefits.
Daniel founded Planned Wealth to deliver the kind of independent, personalised advice that large institutions can't — where every client gets a plan built around their life, not a product shelf.
Master of Applied Finance
Kaplan Higher Education, 2009–2014
Graduate Diploma, Applied Finance
Kaplan Business School, 2004–2007
Bachelor of Business — Accounting & Banking and Finance
Queensland University of Technology, 2001–2004
Principal Adviser — Infocus (Australia), 2020–present
Commercial Financial Planner — ANZ, 2014–2020
Financial Planner — ANZ, 2007–2015
Tax Accountant — Rawson Accounting, 2006–2007
Daniel Prokopczak — AR 001003484
Planned Wealth — CAR 001282500
Authorised Representatives of Infocus Securities Australia Pty Ltd
ABN 47 097 797 049 · AFSL & ACL No. 236523
Trading as Infocus Financial Advice and Infocus Money Management
"I could not recommend Daniel highly enough. His recommendations and advice have definitely had a very positive effect on my retirement. In addition, he is a pleasure to do business with and is very responsive."
— Planned Wealth client, Brisbane
"We've had a great experience with Planned Wealth. Daniel is friendly, knowledgeable, and easy to deal with. He takes the time to explain things clearly and has been very helpful throughout our retirement planning process. We would happily recommend!"
— Planned Wealth client, Brisbane
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Practical, general-nature articles on super, investing and retirement planning for Brisbane professionals, business owners and pre-retirees.
The concessional and non-concessional limits have moved again. Here's what's different this financial year and how to make the most of it before June 30.
RetirementStill working but want extra cashflow, or looking to save tax while you wind down? Here's how a TTR pension actually works, in plain English.
SMSFSMSFs get a lot of attention, but they're not for everyone. What it really costs, in time and money, before you make the switch.
InsuranceLife, TPD, trauma and income protection all cover different risks. A practical way to work out what you need — and where it should be owned.
Tax planningFrom salary sacrifice to timing capital gains, small decisions before 30 June can make a meaningful difference to what you keep.
RetirementThe earlier the plan starts, the less it costs to get where you're going. Here's what actually changes when you start early versus late.
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Daniel will be in touch within one business day to arrange your consultation.
