Prepare for tomorrow, make the most of today.

Financial advice to help you manage, grow and protect your wealth.

Advice that makes a difference.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.

At East Coast Financial Planning we help you navigate your financial life.

Stress less. Take Control. Plan Ahead.

How we can help

At East Coast Financial Planning, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

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GET STARTED AND SET YOUR FAMILY UP FOR SUCCESS
You want to buy your dream home, expand your family and grow your wealth.
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BUILD WEALTH AND PURSUE YOUR GOALS
It’s time to pay down debt, protect your wealth and grow your assets.
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PREPARE FOR RETIREMENT AND BEYOND
You want to be confident that you will have enough money to enjoy life after work.
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MAKE THE MOST OF RETIREMENT
You would like to leave a legacy for your kids and ensure you don’t run out of money.

We make the complex simple.

Your local financial partners

We are a financial planning business based in Broadbeach and have been providing professional planning advice since 2014.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

SO, WHETHER YOU ARE APPROACHING RETIREMENT, STARTING A BUSINESS, CHANGING CAREERS OR MOVING FROM TWO INCOMES TO ONE, WE CAN HELP YOU:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

Insights

Justin Smith

Director

Adv. Diploma Financial Planning
Diploma Financial Services (Financial Planning)

Justin commenced his financial services career more than 30 years ago. This has led to a fantastic journey where he now owns and operates his own financial planning practice.

Through Justin’s experience and knowledge, he has a passion to place focus on client strategies and outcomes to help protect and build their lifestyle as they navigate their way through life’s planned and unplanned changes.

Jane Brown

Head Accountant

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