Get started & set yourself up for success
Whether you are buying your first home or starting a new business we want to help give you the best start to your financial journey.
HELPING YOU
SECURE A BETTER
TOMORROW
Financial advice to help you manage your financial affairs and meet your life goals.
It’s about your life,
not just your money.
Gold Coast Financial Planning
Do you spend more time planning your annual holiday than you do your finances?
Without a plan in place, very few of us achieve our goals in life. Creating a financial plan is one of the most effective ways to get control of your money. As your local Gold Coast Financial Planner, we can help you get a clear picture of where you’re at and where you would like to be in the future.
We provide a range of financial solutions, tailored to your personal situation and future goals. We can help you with everything from superannuation & insurance, wealth creation strategies to retirement and estate planning.
We specialize in working with those who value advice and are prepared to delegate responsibility for management to a trusted advisor no matter where they are on this journey.
You’ve worked hard to earn your money, now make the most of it and get it working hard for you! A financial plan is one of the best investments you’ll ever make towards building wealth and creating the lifestyle you want.
Those we help are:.
Life Events – A Sudden Windfall, Buying your First Home, Getting Divorced, Taking a Redundancy, Buying an Investment Property, Becoming your Own Boss.
Pre-retirees – building for retirement, options to boost accumulation and income to fund goals, tax effective investment & structures, debt reduction strategies, modelling retirement scenarios, maximizing govt entitlements, managing an inheritance.
Retirees – minimizing the risk of running out of money, optimising Centrelink entitlements, protecting portfolio capital, tax effective incomes, stable secure income streams, planning and funding Aged care.
Kind words from our clients
How can we help?
Get started and set yourself up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation including SMSF
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Investment Advice
We can assist with investing directly in shares, managed funds, investment gearing and ESG sustainable investments
Retirement Planning​
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Download our free eBooks
Your local financial partners
Gold Coast Financial Planning
Do you spend more time planning your annual holiday than you do your finances?
Without a plan in place, very few of us achieve our goals in life. Creating a financial plan is one of the most effective ways to get control of your money. As your local Gold Coast Financial Planner, we can help you get a clear picture of where you’re at and where you would like to be in the future.
We provide a range of financial solutions, tailored to your personal situation and future goals. We can help you with everything from superannuation & insurance, wealth creation strategies to retirement and estate planning.
We specialize in working with those who value advice and are prepared to delegate responsibility for management to a trusted advisor no matter where they are on this journey.
You’ve worked hard to earn your money, now make the most of it and get it working hard for you! A financial plan is one of the best investments you’ll ever make towards building wealth and creating the lifestyle you want.
Prepare for tomorrow, make the most of today.
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