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

My wife and I have been using Right Fit Financial Advisors since 2016. Before we saw Terry we thought we would be working for quite a few more years, but after Terry put together a plan for us we were able to start reducing the hours we worked after a year, 1 year later we were able to stop work altogether. This was due largely to Terry’s vast knowledge of how to make the most of your money. We have regular reviews with Terry. He is very proactive and also keeps us updated with how things are going in between those meetings. I would thoroughly recommend Right Fit Financial Advisors for any financial advice.
Stuart Walker
Stuart Walker
May 5, 2022.
My husband and I engaged Right Fit Financial Advisors 6 years ago, a couple of years prior to our retirement. The strategies that Terry put in place for us enabled us to retire earlier than we had thought would be achievable. Since our retirement Terry has dealt with Centrelink on our behalf. His vast experience and dealings with Centrelink have relieved us of the stress that dealing with that agency can cause. Since first putting together a strategy for us Terry has continuously monitored our portfolio, making changes to ensure that even during the uncertain financial times over the last couple of years, our financial security has been maintained. We would certainly recommend Right Fit Financial Advisors to anyone seeking financial advice and strategies.
Gill Salinos
Gill Salinos
May 5, 2022.

How can we help?

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.

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.

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.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Prepare for tomorrow, make the most of today.

Insights

Kind words from our clients

View our latest newsletter with the latest financial and lifestyle articles.

Jane Brown

Head Accountant

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