The Best Financial Planners In Gold Coast

Let us help you find the best financial planner for your needs

The Best Financial Planners In Gold Coast

Need Financial Advice in Gold Coast?

Let us find the Best Financial Planner for your Needs and Situation.

We have listed the 10 best Gold Coast Financial Planners.

Rachael Glover – True Diamonds Financial

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

  • Goals and Values Planning
  • Cash Flow Management / Tax Minimisation / Debt Reduction
  • Wealth Creation / Investment Advice 
  • Superannuation & Self-Managed Superannuation
  • Risk Protection / Personal Insurances 
  • Retirement Planning / Transition to Retirement
  • Estate Planning

We welcome you to contact us on 0417 227 132 or at [email protected] for an obligation-free initial consultation at no cost.

Office 
Suite 1, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227

Contact – Rachael Glover

Andre Dirckze Gold Coast Financial Planner

Andre Dirckze – Wealth Effect Group (WE.)

I’m a Financial Adviser and the founder of Wealth Effect Group of companies (WE.), a proudly independent financial advice firm. I started WE. because I felt like the industry was broken, and people needed a new kind of financial advice. WE. had a vision to make financial advice about more than money, we operate without commissions and kickbacks, so when we give you advice you‘ll know it’s right for you.

Our Approach

At WE. our approach is truly different to most of the industry. It’s not just about money – it’s about your entire life. Money is just the “means” for living the life you want, which means something different to everyone. To learn more about our Approach, Click Here.

Our Services

Our advice incorporates your whole financial life. That’s why WE. has experts in all areas of finance. Your unique situation will help us decide what combination of services and advice you need to make the most of your resources. To learn more about our Services, Click Here.

Our Clients

WE. works with professionals & business owners, pre-retirees, high achievers and more.  They come to us because they are making great income however feel like they are making the most of it, they are unsure on the right strategy or uncertain about the future.

What our clients say

“As well as providing us with a variety of mortgage options, Andre talked us through various ways in which we could arrange our finances and remain flexible as our family grows. They’ll be our first port of call in our future financial and property decisions that we make.” – C. Falloon

“Finally getting financial advice has been one of the best things we’ve ever done.” – J. Perry

“The WE. team have kept us accountable along our journey and made sure we achieved our goals as family.”

“I couldn’t be happier with their knowledge and professionalism.” –  Jamie. G

“The WE. team will change your lives forever.” – P. Robinson 

I’m also a strong believer in living life to the full and enabling my clients to do the same. If you would like to see how I can help please book a call or visit wealtheffect.com.au.

WE. Group Of Companies 

Office

274 Simpsons Rd, Currumbin Waters, QLD 4223

Contact: Andre Dirckze

Hugh Robertson – Centaur Financial Services

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:

  • investment strategy
  • personal insurances
  • tax minimization
  • growing your super
  • reducing your debts
  • estate planning

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.

Office
Level 1, 4 Sixth Avenue Palm Beach QLD 4221

Contact: Hugh Robertson

Scott Everingham

Scott Everingham – FinPlan

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).

Office 
Suite 2, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227

Contact: Scott Everingham

Stephen Pollard Gold Coast Financial Planner

Stephen Pollard – Oasis Financial Planning

Only through Stephen’s education, personal investment experience and his 17 years’ experience helping people improve their lives can clients truly get the quality financial planning advice that they deserve and need.

Director and Senior financial planner Stephen Pollard is passionate about dealing with and providing advice to clients that understand the benefit of experience and quality financial advice. He is one of the few Fee only Gold Coast Financial Planners who gives advice based on a real understanding of his client’s situation and need, and not on commission driven advice that many financial planners out there still operate under.

Stephen holds an Advanced Diploma of Financial Planning as well as a Bachelor’s Degree. Stephen is a loving husband and committed father of 3 gorgeous children. He also holds an advisory position for a local Church Charity that raises funds and distributes food and other basic services to those in hardship on the Gold Coast and Northern NSW regions.

Email to request a free initial consultation with Stephen, or you can call him direct on 0427 729 448.

Contact: Stephen Pollard

Amanda Cassar – Wealth Planning Partners

Amanda Cassar –  Wealth Planning Partners

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:

  • Superannuation – investment, contributions and consolidation
  • Self Managed Superannuation Funds – set up, investment, ongoing strategy and administration
  • Insurance – protection advice including Life, Total & Permanent Disability, Trauma and Income Protection
  • Investments – Shares, ETF’s and Managed Funds
  • Estate Planning assistance
  • Aged Care Strategy advice

Amanda is also a member of the following organisations:

  • Million Dollar Round Table – Australian Chair
  • Financial Planning Association – Financial Planner AFP®
  • Association of Financial Advisers
  • Self Managed Super Fund Association – SMSF Specialist Advisor™

She has also recently written the course work for the Financial Abuse Specialist™accreditation with a special interest in this area.

Office 
Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive Robina QLD 4226

Contact: Amanda Cassar

Louise Parker - Gold Coast Financial Advisor

Louise Parker – Financial Lifestyle Managers

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.

Office
Suite 7, Level 1, ‘Capri on Via Roma’, 15-21 Via Roma, Isle of Capri, QLD 4217

Contact: Louise Parker

Bruce Cameron – Boston Private Wealth

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:

  • Charles Sturt University–Cameron House 2009
  • A Student Residential House on Bathurst Campus named for his individual contribution to the University, the Citation reads;-
  • “…He has shown strong leadership of the Investment Committee and the Growth of the investments portfolio is evidence of his skills & expertise in this area…”
  • Bathurst City; Honoured twice by local radio station 2BS with its Citizen of the Month award. August 2008 and December 1998

Bruce lives in Bathurst, NSW. Servicing clients in Sydney and the Central West.

Office
Suite 46B, Masthead Way, Sanctuary Cove QLD 4212

Contact: Bruce Cameron

David Just – Godfrey Pembroke Limited

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.

Office
‘HQ’, Suite 11, Level 1, 58 Riverwalk Avenue, Robina QLD 4226

Contact: David Just

Tony Sarai – Modoras

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.

  • Holistic Adviser of the Year 2018 – Tony Sarai 
  • Graduate of Australian Institute of Company Directors
  • Executive Program in Leadership – Stanford University (USA)
  • Associate Member Self Managed Super Fund Association
  • Bachelor of International Business
  • Bachelor of Commerce (Banking & Finance)
  • Certified Financial Planner
  • Diploma of Financial Planning

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

Office
(07) 5570 6150, Suite 38, Level 4, 46 Cavill Ave, PO Box 2322, Surfers Paradise QLD 4217

Contact: Tony Sarai

FREQUENTLY ASKED QUESTIONS ABOUT FINANCIAL ADVICE ON THE GOLD COAST

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.

Let us help connect you with the
BEST FINANCIAL PLANNER for your needs