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Gold Coast
Here at JPA we help clients to create a clear path to financial success by having someone guide and support you along your financial path. we take the time to regularly converse with clients, adjusting for life's unforeseen's and covering multiple aspects to assist our clients to change their lives. We can do this by: Providing superior Superannuation structuring Protecting you with life-changing Insurances
Gold Coast
Lescorp provides investment property solutions for other industry professionals. Such as accountants, financial planners and mortgage brokers. Our core business is our personal clients who are either first time investors or seasoned property investors.
Naretta
The support provided by Greg Lesina was amazing. He was with us every step of the way and was available at any time if we needed to clarify anything. He never made us feel as though we were asking anything silly and was able to help us navigate through things we were unsure about. He made everything so much easier and we’re forever grateful. Thank you.
Gold Coast
Wealth Planning Partners are in business to ensure you succeed financially with a carefully structured plan. We will help you arrange both asset protection and wealth creation via appropriate strategies tailored to your individual needs. We use “The WPP Way” to ensure you Secure, Build, Succeed.
Gold Coast
We specialise in Financial advice, we help clients achieve their financial goals, we do this using online questionnaires and then zoom meetings with all our clients. We believe everyone should have a retirement plan, it starts with you, making that intial contact to get the advice you need. We believe everyone should have access to financial advice and creating a life and retirement they deserve.
Gold Coast
Pro-active wealth is a Financial Consultancy Firm that finds unique financial solutions and takes them to market on behalf of Financial advisors and wholesale investment opportunities. With our Strategic Partners, we're able to offer our clients options inside Superannuation via "Wrap Accounts/Investment platforms" . This option was previously reserved for the already wealthy with high minimum investment amounts or sophisticated investor status, therefore putting it out of reach to the average Australian.
William Collison
Gold Coast
We help our clients Define, Gather, Analyse, Develop, Implement, Evolve – The steps to financial planning success We spend our lives planning; our next holiday, panning a family, buying a house. Successful plans require an objective, information and organisation. They also require a significant degree of financial planning. Defining your financial objectives and goals Gathering your financial and personal information
Gold Coast
We source finance on behalf of our clients for home loans, commercial property loans, and property investment loans. If you wish to purchase a new property, or arrange the refinancing of your current loan to a more competitive and flexible deal, we can help. We have access to more than 28 lenders allowing us to tailor the lending to suit your purpose. Call us and speak with one of our specialist credit advisers to discuss your home, investment, or commercial property finance requirements.
Eleni Fatouros
I cannot recommend Gateway Finance more highly. From day one I receive personal service that was geared to meet my needs and personal circumstances. I received regular communication with updates and was never left wondering where my application was up to. I was spoken to in plain English and everything was explained to me until I was comfortable that I understood. I dealt with Candice for the most part and her service was exceptional. There was nothing too hard for her and she is the sole reason for such a smooth process. I will be using Gateway in the future and will recommend to anyone I know! Thank you so much team!!! Love your work
Gold Coast
Our Story Compare Your Super is the number #1 site on google when it comes to super. We help individuals, mums, dads and high net people increase their super through sophisticated investments largely focus on Government funded projects with a focus on NDIS and Specials Needs Childcare. The Compare team are on a mission to change the stigma around super. Super was established in the 80s and is largely outdated.
Gold Coast
Create the wealth you need for the lifestyle you want. Backed by a team with 50+ years of experience, and 3x winner of Australia's Financial Planner of the Year, we tailor a financial plan for you - your circumstances and your goals, so that you can live the life you want.
Gold Coast
Award-winning, client-grinning, financial planning that helps you make the most of every opportunity. Felicity is a multiple award-winning Investment Manager, Financial Adviser and Speaker, who has been named Australia's Financial Planner of the Year 4 times. She has earned the reputation of a seasoned and passionate leader in the financial space, with experience with some of the country's largest firms (including JBWere Goldman Sachs and Macquarie), before setting up Cooper Wealth Management, a boutique financial planning practice.
Gold Coast
I help people to save, grow and protect their money while generating better outcomes for themselves, their families and the planet.
At LOC Wealth, we are a trusted financial advisory firm dedicated to simplifying finance for Australians. Our name, LOC, stands for achieving Lifestyle, Opportunities, and Choice for our clients. Our comprehensive suite of services includes mortgage broking, financial planning, investment management, retirement planning, insurance solutions, and estate planning. Our mission is to empower our clients with knowledge and strategies to achieve their financial goals, providing personalised advice and ongoing support to ensure long-term financial success.
What I love most about my job is the opportunity to empower people to create a better life for themselves through financial stability and wealth-building. Money, to me, is not just currency but a vehicle that can provide individuals with the lifestyle opportunities and choices (LOC) they deserve. I find immense joy in helping people develop this vehicle that will ultimately give them the freedom and abundance they seek
What inspired me to start my own business was a deeply personal experience from my childhood. I had the privilege of knowing a famous sports star who I idolised. He reached the pinnacle of his career, winning grand finals and earning accolades like 'man of the match.' His success on the field was matched by his fame and fortune.
However, despite his immense earnings, he faced financial hardship later in life. His generosity and lack of financial planning led to bankruptcy. I vividly remember the day he had to sell his cherished sports gear, including the boots he wore in that memorable grand final, just to make ends meet. It was heartbreaking to witness.
This experience was a turning point for me. I was studying sports management at university, unsure of my career direction. Seeing my hero's financial downfall made me realise the importance of financial literacy and planning. I switched my focus to financial planning because I knew I could make a significant impact in people's lives by helping them avoid such financial crises.
If I had possessed the knowledge then that I have now, I believe I could have guided my hero to financial security and ensured he never had to worry about money again. That's why I'm passionate about empowering others to make informed financial decisions and secure their futures
Clients should choose me because I bring a unique blend of passion, expertise, and personal experience to the table. My journey into financial planning was driven by a deep-seated desire to help individuals avoid financial pitfalls and achieve long-term security.
As both a mortgage broker and financial planner, I offer a rare combination of services. This means I can not only implement effective financial strategies but also assist in financing them. Dealing with one reputable person for both financial planning and mortgage needs streamlines the process for clients, providing convenience and a comprehensive approach.
My commitment goes beyond just numbers; it's about understanding each client's unique aspirations, fears, and long-term goals. I take a holistic approach, tailoring financial strategies that build wealth and provide peace of mind and security.
With a solid foundation in financial planning and a track record of delivering tangible results, I offer clients the confidence that comes from working with someone who genuinely cares about their financial well-being. I see each client as a unique story, and I'm dedicated to helping them script a successful financial future
Yes, I provide my services online and remotely, offering clients the convenience and flexibility they need in today's fast-paced world. Through virtual meetings, phone calls, emails, and secure online platforms, I ensure that my clients can access my expertise from anywhere, whether they're across town or in a different part of the country.
5.00/5.00
based on 15 reviews
The average rating for Bark Financial Advisors in Gold Coast is 5.00, based on 15 reviews.
