Find Out More About Your Wealth Management Experts
We are passionate about one thing, seeing you succeed!
Financial Advice Gold Coast started out of a desire to maximise our client’s potential and help them achieve. We realised the traditional financial planning model alone was not enough to achieve the level of breakthrough we wanted.
Why Financial Advice Gold Coast?
Expert Financial Advice
Our team of financial advisors have over 20 years of experience in the industry specialising in SMSF’s, retirement plans, and debt consolidation
Wealth Management
We deliver all our ongoing members with a personal Wealth Dashboard. This dashboard will track your important indicators and results you must be achieving
Client Focused
Our focus is not us or any financial products, it’s about you and helping you to be in a much better financial position.
Our Vision
Our vision is to create a point of difference in providing advice which really benefits clients and is focused on their outcomes and how they can best get there
Out of this drive to be the best for our client’s sparked the birth of Financial Advices Gold Coast’s Wealth Experts. We go beyond financial planning, because when you have been doing things as long as we have you know what works and what doesn’t. It’s one of the reasons why we don’t get clients to control expenses through budgeting and why we have introduced Wealth Coaching.
So how do we help you make smarter money decisions?
- At our Initial Consultation, We first dive deep to help you create a compelling vision of your life. In other words, we help you have crystal clear clarity on what you are aiming for financial Musts, not a list of should’s
- We then break these down into 90-day results driven action. Why 90 days it’s easier for you to want to make progress to something in the next 90 days than a goal in the distant future like 15-20years.
- Your implementation plan will then make sure you get the basics right like expense control, debt consolidation, to higher-level strategies like tax planning and maximising investment returns.
- We deliver all our ongoing members with a personal Wealth Dashboard
- Why – the more you track the more you will want to improve. It’s why top businesses have KPIs.
- This dashboard will track your important indicators and results you must be achieving.
- Track your investment properties, shares, investment supers and your loans all on one dashboard. You also have access to it on your phone.
- Are you living week to week with no residual income? Well we won’t be focusing on budgeting it doesn’t achieve the results we want. We will teach you how to get out of debt and build financial freedom and have a dash board that tracks all your expenses so you can focus on getting the results you need not on updating excel budgeting spreadsheets or counting coffee receipts.
- Our wealth management experts hold you accountable and breakthrough
- Regular personal coaching and expert advice
- Regular personal meetings
- Group Coaching Sessions and Money Master Classes
“They have put us back on track with our finances and we now have a roadmap to follow”
Financial Advice GC’s expertise and commitment is just amazing, he truly has the client’s best interest at heart. They have put us back on track with our finances and we now have a roadmap to follow. My husband and I cannot be more pleased with our decision to go with
When you first see us, you will see that we truly have a passion for being genuine and only take you on as a client if we are going to put you in a much better financial position. It’s the heart and soul of our business and it’s why our clients become lifelong raving fans! Get in touch today to see how we can help you achieve financial freedom