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Let us find the Best Financial Planner for your Needs and Situation.
True Diamonds Financial Pty Ltd is a boutique financial advisory firm located in Varsity Lakes, Gold Coast.
At True Diamonds Financial we take pride in being financial planning professionals and are highly qualified with the skills to meet your ongoing financial planning needs, as well as the expertise to keep abreast of the ever-changing financial landscape. With clear, jargon-free advice, we will guide you through a process designed to help you achieve your financial and lifestyle goals. We work with you to establish where you are now, what you want to achieve in the future, and what you need to do to turn your financial goals into reality. With a deep understanding of the opportunities available, you will be well positioned to make informed financial decisions every step of the way.
With over 14 years’ experience in the financial planning industry and being a licenced financial adviser since 2013, Rachael has been helping her clients reach their lifestyle and financial goals through honest, strategic personal advice. She is committed to providing an outstanding service to her clients through building long term sustainable relationships, and strives to provide her clients with peace of mind throughout their life journey.
We offer in-depth knowledge and advice in the following key areas
We welcome you to contact us on 0417 227 132 or at [email protected] for an obligation-free initial consultation at no cost.
Suite 1, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227
Wayne has been working in a range of roles in the finance industry, resulting in more than 10 years experience. His knowledge and passion for the industry has led him to complete a Bachelor of Commerce degree, majoring in Financial Planning at Griffith University.
The implementation of tailored advice, and seeing clients achieve their individual goals and objectives is what drives Wayne from day to day. Wayne is committed to building long-lasting and authentic relationships that provide both education and peace of mind.
Wayne has been providing commentary to 9 Gold Coast News on a range of financial matters. Click here to see what Wayne has to say.
Wayne’s areas of specialty include:
5/2481 Gold Coast Highway Mermaid Beach, Qld 4218
We are the only firm on the Gold Coast to win the prestigious Association of Financial Advisers Adviser of the Year, as well as Independent Financial Advisers Goals Based Adviser of the Year.
We are here to help you reach your financial and lifestyle goals using smart financial strategies including:
Feel free to call us to have a chat to see if we can help you reach your goals and give you greater confidence for your future and more peace of mind now.
Level 1, 4 Sixth Avenue Palm Beach QLD 4221
Scott Everingham is FinPlan’s Head of Strategic Advice with over 20 years’ experience in the financial services industry. Scott was awarded a Professional Excellence Award in 2005 for his excellence in customer service and commitments to values and High Performance award in 2009 for his efforts during the GFC.
Scott is a Certified Financial Planner (CFP®) with the FPA® and has a Diploma in Financial Planning (Dip FP). Scott passed the FASEA National Exam in 2019 and is currently completing a Graduate Diploma of Financial Planning (GDip FP).
Scott also holds qualifications in Self-Managed Super Funds, ASX Accredited Listed Products (direct shares), Geared Investments and is a Commissioner for Declarations (C.dec).
Scott is a registered Tax (Financial) Adviser with the Tax Practitioners Board and has been a member of the Financial Planning Association of Australia (FPA®) since 1999 and is committed to the FPA’s Code of Ethics and Rules of Professional Conduct.
Finplan specialises in investment and retirement planning solutions, provided in a clear and uncomplex manner.
Scott is an Authorised Representative of Libertas Financial Planning Pty Ltd (AFSL 429718).
Suite 2, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227
From time to time, we all experience moments in life when it feels like things aren’t moving in the right direction, or that you may not be (financially) where you often dreamt you’d be at this point in your life.
Seize the opportunity to reflect and acknowledge the things that aren’t quite working and embrace all the possibilities that a fresh new beginning can bring.
From our experience, most people are looking for practical ways to advance themselves financially and achieve their dreams, whether it’s:
Some people have other concerns, such as navigating through uncertain times, the changing economic and investment landscapes, understanding policy announcements that could impact them financially, and choosing the right investments amidst the continual advancements in technology that are shaping our future.
All of this can impact you financially, so it’s imperative to stay abreast of all this change and seek the right advice from a team that’s dedicated to the financial wellbeing of their clients.
Our motto Life’s better when the Sun’s out best describes our mandate of improving our client’s financial life so that they can start enjoying the things that really matter.
We understand that everyone has their own unique story.
That’s why we don’t just give advice, we encourage, inspire and transform our client’s financial wellbeing by developing a clear pathway to their financial success and helping them stay on track.
I invite you to experience the Sunlife Living way of doing things by making a confidential appointment with us to discuss your story, your ideas and the things you’d like to improve.
Let’s see if we can make the sun come out for you and brighten your financial future.
– Steve Luman, Senior Adviser. AFP, TPB, SMSF
Steve has an extensive background in Finance, Property and Business. Steve specialises in self-managed super funds and investments, and is registered on the Tax Practitioners Board. Steve’s experience and knowledge helps him provide strategic and holistic advice for better financial outcomes.
Suite 2, 465 Oxley Drive, Runaway Bay, QLD 4216
Amanda Cassar is passionate about helping her clients simplify their financial situation.
Knowing that money issues can be one of the top forms of stress, her goal is to help lighten the load for you.
Amanda is an award winning adviser and author, who holds a Master of Financial Planning and specialist accreditations in Self Managed Superannuation Funds and Aged Care advice.
She has been involved in financial services on the Gold Coast since 1992 after graduating from both primary and high school locally.
Wealth Planning Partners and Trusted Aged Care Services are her businesses, run from her offices in Robina.
This is very much a family business, with both Amanda’s adult children involved in the practice.
Contact Amanda for assistance with:
Amanda is also a member of the following organisations:
She has also recently written the course work for the Financial Abuse Specialist™accreditation with a special interest in this area.
Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive Robina QLD 4226
Louise has been involved in financial planning since 1989. Over that time she has helped countless people imagine and then build a brighter financial future for themselves and their family. Over three decades since she began her career, she still derives enormous satisfaction and is passionate with assisting her clients achieve their financial goals.
Louise joined Financial Lifestyle Managers in 2004 after working for both AMP and Westpac. She immediately fell in love with the business – so much so that she bought it in 2006. In 2012, after six years of growing the client base and helping hundreds of people build a more secure financial future, she merged with FMD. After 2 and a half years She then began a new business in April 2015 and re-started Financial Lifestyle Managers, to enable her to concentrate again on helping clients achieve their dreams.
No matter what life stage you are in, Louise understands that nearly all your major decisions require a financial commitment. Whether it’s planning for retirement, accumulating wealth, going on a holiday or paying off the mortgage quicker, all of these decisions are impacted by your financial resources.
Louise will help you manage these financial resources to ensure your lifestyle is as good as or better than you ever imagined it could be.
The benefit to you is that she can aim to save you tax, ensure you are invested correctly and maximise any Centrelink entitlements. More importantly, she can help reduce your financial stress.
Louise will tailor a solution to suit your financial future no matter what life stage you are in – Start-up mode, Wealth Accumulator, Pre-Retiree or Retired.
Suite 7, Level 1, ‘Capri on Via Roma’, 15-21 Via Roma, Isle of Capri, QLD 4217
Bruce is an experienced Certified Financial Planner, a Fellow of the Institute of Chartered Accountants, and former Fellow of The Taxation Institute of Australia.
Bruce is a life coach, wealth manager & consultant, with a focus on assisting high net worth individuals.
Bruce specialises in helping clients achieve their wealth management goals and financial independence, by providing quality strategic advice. He works closely with his clients, planning for the accumulation and preservation of wealth within a tax efficient environment. He works with self-employed clients as an “independent/outside “director. They may have a Self Managed Super Fund.
He provides fee based advice to assist people in developing their ‘life plan’ to achieve financial independence in a secure environment. Typically many of his clients are Baby Boomers who are, or have been, in business or are in management positions and wanting to improve or maintain their lifestyle.
Bruce’s awards include:
Bruce lives in Bathurst, NSW. Servicing clients in Sydney and the Central West.
Suite 46B, Masthead Way, Sanctuary Cove QLD 4212
David has over 16 years industry experience, commencing as a financial adviser in one of the big 4 banks in January 1999. Prior to this role David gained experience in various roles including lending and management as a bank manager for 4 years having joined the company from university in 1993.
David specialises in Self Managed Superannuation strategic advice and has gained the highest designation of SMSF Specialist Advisor™ from the peak industry body Self Managed Super Fund Professionals Association of Australia.
David’s key areas of focus include investment advice, retirement income and estate planning asset protection. David is especially committed to ensuring clients wealth is protected from unnecessary erosion via sound asset structures and legally effective Will making.
David was the founding Principal of the firm in 2005 and strives to deliver superior financial advice and service outcomes for all clients of the firm.
In addition to his business degree studies and superannuation specialist accreditation David has successfully obtained an Advanced Diploma of Financial Services, Diploma of Financial Advising and is a Associate Financial Planner© Practitioner member with the Financial Planning Association of Australia. David is a Quality Advice accredited planner.
‘HQ’, Suite 11, Level 1, 58 Riverwalk Avenue, Robina QLD 4226
Tony has worked in Modoras since 2001, giving him in-depth knowledge of each of Modoras’ practices and capabilities. His experience extends far deeper however, having worked in many areas of Modoras on a part time basis since first commencing industry studies in 1996. With a depth of experience, Tony is passionate about the potential he can achieve for clients and the value of the relationships he has developed.
Tony’s personal philosophy is to be wholly committed to every client, regardless of their financial position, and to establish lasting relationships based on strong rapport and an understanding of the client’s personal financial ‘appetite’. Fully understanding each client is imperative, not only in terms of their financial goals, but who they are, where they’ve come from and what they believe in. “A deep understanding of each client allows me to tailor meaningful, achievable goals and strategies knowing they will be happy not only with the journey … but the ultimate destination.”
Tony takes great pride in the transparency of the Modoras methodology and focus on client education. With a deep understanding of the opportunities available, clients are well positioned to make informed financial decisions every step of the way. This approach ensures that every client is educated about how strategies are selected and more importantly, why they are recommended. This means clients are closely tied to the process and fully understand the value of what is being put forward. Tony believes the time invested in this process is invaluable in providing clients with an immense level of comfort and ensures that every decision is a joint one made in an open, trusting environment.
The respect Tony has earned from clients is apparent from the depth and experience of his client base which includes international equities traders to senior executives from the financial services sector itself. These clients identify with Tony as a consummate professional whose commitment and genuine concern have positioned him at the forefront of the industry. Tony’s experience, combined with an ability to meticulously research market options, ensures only the most appropriate options are recommended to clients and he can discuss investment philosophies ‘hand on heart’ knowing they are made with the utmost care and responsibility.
2016 Finalist Independent Financial Adviser (IFA) Excellence Awards: Multi Service Practitioner of the Year
Member Financial Planning Association of Australia
Member Australian Institute of Company Directors
(07) 5570 6150, Suite 38, Level 4, 46 Cavill Ave, PO Box 2322, Surfers Paradise QLD 4217
The cost of hiring a financial advisor will vary depending on what you want them to do; if they are providing complete holistic financial plans or just advice about one goal/situation then prices may change accordingly (but usually there is an upfront fee).
For example the Financial Planning Association (FPA) reports that average set-up costs come out at around $3,300, while annual service fees are in the $4-$5k range. Financial planners can have different fee structures, however, so be sure to discuss fees up front.
The majority of the best financial planners on the Gold Coast are based in the Southern Suburbs of Varsity Lakes, Robina, Mermaid Beach and Palm Beach. However, there are a number of financial planners who operate out of offices in other suburbs such as Surfers Paradise, Sanctuary Cove, Isle of Capri and Runaway Bay.
However, more and more people are using virtual appointments, so even if you can’t find a financial advisor who works for your schedule and location it may be worth reaching out to them anyway.
We have reviewed all of the financial advisors on the Gold Coast to compile a list of the best financial planners. To determine our top ten advisors, we assessed their qualifications, how long they have been advising, testimonials, and their track record of reviews on Google and Facebook. Only those that have consistent positive feedback have been included on our list of best financial planners on the Gold Coast.
It’s important to find the right financial advisor for you, but it can be a complicated process as there are many different types of financial planners. If you are looking for a financial planner on the Gold Coast, here are some things you might want to consider.
First, what qualifications and accreditations do they have? This doesn’t necessarily make them the best financial planner for you, but at least you know that they’ve done the proper tests and registrations.
Second, what type of clients do they have and do they have any specialisations? This can help you determine if they have the relevant experience and expertise with your type of situation.
Finally, how is their communication? You need to know that you can have a free line of communication with them and that they will listen to your concerns and answer your questions in a timely manner. Ultimately, you need to be comfortable with your financial advisor.
Need financial planning advice in another area of Australia? Check out our recommended best financial planners in:
If you would prefer a female advisor, our list of the best women financial planners and advisors in Australia is a great resource.
Let Us Help Connect you with the Best Financial Planner for your needs.