If you’re from the shimmering coastal vistas and bustling economic hub of Gold Coast and looking for a partner to help you grow your wealth, you need a financial advisor. Ideally, you want to work with professionals whose expertise, reliability, and client care are impeccable.
If you want to improve your financial situation through investments and other financial instruments, there are many financial advisors in Gold Coast who can help you no matter what your financial position might be. But your choices can be daunting. To help you navigate this wealth of expertise, we present the top 10 financial advisors on the Gold Coast.
These seasoned professionals possess a deep understanding of the local market and are committed to delivering tailored solutions that ensure optimal financial success. From comprehensive wealth management strategies to personalised investment planning, these trusted advisors stand ready to assist you in making informed financial decisions. Discover the region’s most esteemed financial advisors, and embark on a journey toward a secure and prosperous future.
1. Integral Advisory Solutions
Integral Advisory Solutions is a leading Gold Coast financial advisory firm that provides tailored financial planning and advice to clients. Their focus is on helping clients pursue their dreams by offering comprehensive services. They assist clients in understanding and optimising their superannuation for long-term goals. Their tailor-fit insurance solutions offer peace of mind during challenging times.
The firm helps clients navigate investment options, including shares and property, aligning with individual preferences and wealth creation strategies. They also offer guidance on utilising Self-Managed Superannuation Funds (SMSFs) for property or managed fund investments. Integral Advisory Solutions is committed to providing holistic, client-centric financial advice.
Address: 2/21 Upton St, Bundall QLD 4217, Australia
Phone: +61731063458
Website: iasolutions.net.au
2. Superannuation Advice Australia
Superannuation Advice Australia is a customer-centric financial advisory firm that excels in delivering exceptional service and exceeding customer expectations. With a modern and streamlined approach to financial planning, they have garnered over 1000 five-star reviews from thousands of satisfied Australians. They help clients take control of their superannuation and avoid paying multiple fees and insurances across various accounts. With a team of over 180 specialists, including financial advisers, insurance experts, and finance professionals, they offer comprehensive financial support
Their services extend to debt reduction, wealth creation, and specialised mortgage and finance solutions. Superannuation Advice Australia is committed to making positive financial differences in clients’ lives and empowering them to achieve their financial goals.
Address: Oasis Shopping Centre, Suite 22, Level 2/75 Surf Parade, Broadbeach QLD 4218, Australia
Phone: +61 1300 471 314
Website: superadviceaustralia.com.au
3. OakView Financial
OakView Financial Pty. Ltd. is a trusted financial planning firm offering tailored strategies for everyday Australians. With a focus on transparency and long-term relationships, their expert planners provide guidance on wealth accumulation, retirement planning, super consolidation, and personal insurance. They place a high importance on affordability and accessibility, leveraging technology to make their services available to a wide range of clients.
OakView Financial values honesty, integrity, and exceeding expectations, ensuring clients receive ethical and transparent advice. Their dedicated team simplifies the financial planning process, delivering clear and actionable strategies to help clients achieve their unique goals.
Address: Level 4/12/14 Marine Parade, Southport QLD 4215, Australia
Phone: +61 1300 160 796
Website: oakviewfinancial.com.au
4. Coast Financial Planning
Coast Financial Planning is a trusted Gold Coast-based firm specialising in retirement planning and financial protection. Led by Certified Financial Planner Nick Barnett, their mission is driven by his personal experience and commitment to educating clients about safeguarding their families and achieving financial independence.
With expertise in strategic advice and extensive knowledge of financial products, their services encompass aged care planning, self-managed super fund advice, personal and business protection, wealth management, retirement planning, and estate planning. Coast Financial Planning’s client-centric approach emphasises clear guidance and empowering clients to take control of their financial journey. Their team is dedicated to helping clients achieve the financial and lifestyle goals they deserve.
Address: 21A/221 Christine Ave, Varsity Lakes QLD 4227, Australia
Phone: +61423903052
Website: coastfinancialplanning.com.au
5. Positive Dynamics
Positive Dynamics Pty Ltd is an award-winning wealth management and strategic planning firm committed to providing Australians with the tools and strategies to achieve their desired retirement income.
The firm’s aim is to instill financial confidence, recognising its positive correlation with health and relationships. Overcoming common barriers such as lack of time, financial education, trusted advisers, and fear of taking action, Positive Dynamics offers patient guidance and implements tailored wealth maximisation strategies.
With almost two decades of experience, their team works closely with clients, identifying strengths and risks to chart a strategic path toward financial success. They pride themselves on designing bespoke investment portfolios that align with clients’ dreams, goals, and objectives.
Address: 96A Marine Parade, Southport QLD 4215, Australia
Phone: +61 1300 784 084
Website: positivedynamics.com.au
6. Simmons Livingstone & Associates
Simmons Livingstone & Associates is a Gold Coast-based financial firm dedicated to helping individuals and businesses achieve their financial goals. With a focus on proven strategies and personalised guidance, they aim to build wealth and create the life clients desire. Their client-centric approach is evident in how they seek to understand unique situations and goals, delivering tailored advice and assistance.
The firm values its clients, constantly seeking ways to improve and provide superior quality services. They also contribute to the community through support for local charities. Led by an award-winning management team, Simmons Livingstone & Associates is committed to making a positive impact on the lives of their clients and helping them thrive and prosper.
Address: 30/340 Hope Island Rd, Hope Island QLD 4212, Australia
Phone: +61 7 5561 8800
Website: simmonslivingstone.com.au
7. Centaur Financial Services Gold Coast
Centaur Financial Services is a Gold Coast-based financial advisory firm offering strategies to help individuals and businesses achieve their financial goals. With a comprehensive range of services, including retirement planning, wealth management, personal insurance, and estate planning, they provide flexible financial planning options. The firm values its clients, thinking first about their needs and delivering quality advice and strategies.
Centaur Financial Services has a team of highly qualified financial advisors who strive to build long-term relationships with clients, offering guidance and support throughout their financial journey. With a proactive approach and a focus on achieving short, medium, and long-term objectives, they are committed to helping clients secure their financial future.
Address: Level 1/4 Sixth Ave, Palm Beach QLD 4221, Australia
Phone: +61755595760
Website: centaurfinancial.com.au
8. New Wave Financial Planning
New Wave Financial Planning is a dynamic and forward-thinking financial advisory firm that believes wealth is best measured by the quality of life. Their mission is to help individuals create the life they desire by providing clear and accessible financial advice. With a focus on cutting through complexity and jargon, they guide clients through key financial decisions and empower them to set a unique path aligned with their objectives.
The experienced team at New Wave Financial Planning is committed to providing transparent and personalised service, utilising the best technologies to tailor the advice process. They serve clients nationwide with a fixed fee approach, ensuring value and excellent outcomes.
Address: 5/2481 Gold Coast Hwy, Mermaid Beach QLD 4218, Australia
Phone: +61755041999
Website: newwaveadvice.com.au
9. Cooper Wealth Management
Cooper Wealth Management is a team of experienced financial advisors dedicated to helping clients save money, identify opportunities, make wise investments, and reduce financial risk. Their mission is to ensure clients’ hard work doesn’t go to waste by providing expert guidance. With a focus on effective communication, building trust, and continuous learning, they serve a diverse range of clients including solopreneurs, entrepreneurs, business owners, employees, contractors, and families.
Cooper Wealth Management offers advice on savings, investment opportunities, returns, risk management, and comprehensive financial planning. By connecting with their team, clients can take a step towards maximising savings, making smarter investments, and achieving their financial goals.
Address: 47 Ashmore Rd, Bundall QLD 4217, Australia
Phone: +61755316295
Website: cooperwealthmanagement.com.au
10. Medina Johnson
Medina Johnson is a financial planning firm dedicated to providing affordable and comprehensive financial advice. With a focus on client goals and interests, they offer services in cash flow management, debt reduction, superannuation growth, retirement planning, tax planning, investment planning, insurance advice, estate planning, and more. Their highly competent professionals specialize in various areas of expertise, ensuring holistic support for clients’ financial needs.
The Gold Coast financial planner is on a mission to simplify complex financial matters, provide high-quality and ethical advice, and make a positive difference in clients’ lives. Founded by Michael Johnson and Pierina Medina Grasso, they serve clients primarily in the Gold Coast, Brisbane, and Southeast Queensland regions.
Address: 2190 Gold Coast Hwy, Miami QLD 4220, Australia
Phone: +61415482603
Website: mjfinancialplanner.com.au
Final Words
Your path to financial success doesn’t have to be a lonely one. The Gold Coast financial services industry has many trusted experts who will help you no matter what your current financial position might be. They will become your trusted companions, steering you through the intricacies of wealth management, investment strategies, and beyond. Together, you can chart a course toward a brighter and more prosperous future.
The Gold Coast’s most exceptional financial advisors await your arrival, eager to embark on this extraordinary journey with you. Embrace the possibilities, seize the opportunities, and let the golden touch of their guidance illuminate your path to financial success.
