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.
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Discovery Call
Gather Data
Financial Plan
Implementation
Support
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