Empowering you to take control of your financial future
Your Trusted Financial Guidance on the Gold Coast
New Wave Financial Planning is a Gold Coast-based financial planning firm dedicated to empowering individuals and businesses to achieve financial security and prosperity. With a team of experienced and passionate professionals, we offer a comprehensive range of services designed to meet your unique needs and goals.
Who We Are
Our team comprises qualified financial planners, investment advisors, and estate planning experts who are committed to providing you with personalized, tailored guidance. We believe in building strong relationships with our clients and working collaboratively with them to create achievable and sustainable financial plans.
What We Do
At New Wave Financial Planning, we offer a wide range of services to cater to various financial needs:
Retirement Planning
- Comprehensive retirement plans and strategies
- Understanding your retirement goals and needs
- Budget and cash flow management
- Superannuation planning and optimization
- Guidance on investment options
Wealth Management
- Developing wealth creation and preservation strategies
- Balancing risk and return through diversified investments
- Advice on property investment, shares, and other assets
- Retirement portfolio review and optimization
Insurance Solutions
- Tailored insurance plans to protect you and your loved ones from unforeseen circumstances
- Life insurance, income protection insurance, and other relevant coverage options
Estate Planning
- Creating a robust estate plan to ensure the efficient distribution of your assets
- Writing a will, power of attorney, and other essential documents
- Guidance on tax implications and succession planning
Our Process
Every client journey starts with a complimentary initial consultation. During this meeting, we will:
- Listen attentively to your goals and aspirations
- Review your financial situation and identify any potential risks
- Discuss your risk tolerance and financial aspirations
- Outline a personalized plan tailored to your needs and objectives
Client Testimonials
"New Wave Financial Planning has been an exceptional partner in planning for my retirement. Their expertise and guidance have been invaluable." - Wayne F.
"I highly recommend New Wave for their professionalism and personalized approach to wealth management." - Gerald B.
"Working with New Wave has given me peace of mind and confidence about my financial future." - Hollie D.
Partner with New Wave Financial Planning to take control of your financial future and build a prosperous tomorrow!
Exceptional Service and Business
The reviews highlight the exceptional service and business practices of Vision. The reviewer, Phil Murphy, gives a glowing 5-star rating and praises the company's great business, staff, and service. He mentions that he has passed along the details of Vision to many others who have also had a positive experience, indicating high levels of satisfaction.
Locally and Nationally
Phil notes that Vision is the best place to go, both locally and nationally, suggesting that the company's reputation extends beyond its local area.
Appreciative Customers
The reviewer expresses admiration for Vision's staff and service, crediting them with going above and beyond to provide great experiences for their customers.
Be the first to review New Wave Advice.
Write a Review
