At Pacific Wealth Partners, we're a boutique financial advisory firm located on the Gold Coast dedicated to delivering tailored financial solutions that drive real results. Specialising in financial advice, wealth accumulation, superannuation, and personal protection strategies - we pride ourselves on our ability to offer personalised guidance and support.
4 customer reviews
Elena Scott
I’m extremely pleased with the service I received from Pacific Wealth Partners a few weeks ago. They thoroughly reviewed my super and delivered the best possible outcome for my retirement planning. The process was smooth, professional, and reassuring. Thank you once again—highly recommend! More...
Alicia
I spoke with Steve from Pacific Wealth Group about my super and he was incredibly knowledgeable. He explained everything clearly and helped get me on the right track for retirement. Highly recommend!
Rob M
Pacific Wealth Partners were amazing help! The guy I talked to was really nice and helped me with my superannuaton and insurance—he explained it in simple words so I got it straight away.
Susan Monck
Financial Advisors
Matthew was a prompt and supportive help. His empathy and knowledge were greatly appreciated.
Superannuation
We help clients make the most of their superannuation, insurance, and overall financial wellbeing. We provide tailored advice based on your individual goals and circumstances, including reviewing your current super setup, exploring investment strategies for better growth, and ensuring your insurance cover meets your family's needs. Whether you're planning for retirement, protecting your income, or securing your family's future, we're here to support you every step of the way.
Insurance
We specialise in personal insurance solutions, including Life, Total and Permanent Disability (TPD), Income Protection, and Trauma cover. Our goal is to ensure you and your loved ones are financially protected if the unexpected happens. We take the time to understand your personal and family circumstances, then tailor insurance strategies to suit your needs and budget - whether it’s increasing existing cover, reviewing cost-effective options, or structuring policies to work efficiently alongside your superannuation.
Wealth Management
We are committed to helping you build, grow, and protect your wealth through personalised wealth management strategies. Whether you're planning for retirement, investing for the future, or looking to pay off debt faster, we work with you to develop a clear, achievable plan based on your goals and financial situation. From strategic investment advice to debt management and cash flow planning, we’re here to guide you at every stage of your financial journey.
Retirement Planning
We focus on helping you plan confidently for retirement. Whether you're approaching retirement or just starting to think ahead, we work with you to create a tailored strategy that aligns with your lifestyle goals and financial needs. From maximising your superannuation and structuring income streams to understanding your entitlements and planning for healthcare costs, we provide clear, practical advice to help you enjoy a secure and comfortable retirement.
