How do you measure wealth?

Retire with Confidence. Gold Coast's Trusted Retirement Advisors

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As Financial Planners, we believe wealth is best measured in quality of life. We can help you enjoy a comfortable retirement

FINANCIAL ADVISORS SPECIALISING IN RETIREMENT PLANNING

 

Welcome to New Wave Financial Planning, a Gold Coast based Financial Planning firm with a focus on retirement advice.

As a trusted & dynamic, firm, we are committed to providing you with tailored solutions to meet your unique needs. We specialise with people that are about to retire or are already enjoying retirement. Helping you take the guess work out of your future.

The unwavering commitment from our financial advisors and team to your objectives set us apart.

 

No matter the stage of your life

No matter the stage of your life

we can help you get more out of it

Planning for Retirement

Strategic Future
Planning

Business
Budgeting & Cashflow

Planning or
Growing a Family

Estate
& Asset planning

WEALTH
BUILDING

What is it that we do?

When you boil it all down

Retirement Planning

It’s never too early to start planning your retirement. The earlier you take action, the more likely you are to enjoy the retirement you want. Understand how much you need to live the retirement you deserve.

Budgeting & Cashflow

Combining technology with experience, at New Wave Financial Planning we can take the stress out of your budget and cashflow management and put you in control of your finances.

Superannuation Advice

Superannuation is one of the biggest investments you’ll make, but rarely gets the attention it deserves. With expert advice in relation to fees, performance and value, we help you enjoy the best possible retirement.

Insurance

Protect yourself and your families financial future. Insurance won’t stop you getting hurt or ill, but with expert advice and a personalised solution, we can ensure you have the right cover in place if these things happen.

Building WEalth

Property vs Shares? Terms Deposits vs Investment Bonds? We’ll help you navigate the options, and tailor a recommendation based on your personal goals, timeframe and preferences.

Estate Planning

Planning for the distribution of your assets can be complex, but is a necessary component of yours and your loved one’s financial future & wellbeing.

What’s our process?

It all starts with a free initial consultation

Free Initial Consultation

In our initial complimentary meeting we will listen to your goals and aspirations. We will then cover in detail the services we provide and explain how we help people achieve their goals

Research

Utilising our broad knowledge base, and ensuring compliance with relevant rules and regulations, we undertake detailed research to ensure we have considered all aspects of your situation.

Strategy

Here we will identify and evaluate a range of  strategies based on achieving your goals, and confirm their suitability for best meeting your needs.

advice

We will present you with a Clear & Concise plan to achieve the goals that you set out. This will include all the ‘nuts & bolts’ information and the various steps to be taken to meet your goals.

implementation

Simple – this step is putting the plan into action.

review

We will meet with you AT LEAST once a year to ensure your plan remains relevant and you are still on track to meet your goals.

What our fantastic clients say rev

What our fantastic clients say

Big thank you to the team at New Wave Financial Planning. Wayne listens and is interested in how you want your life to look in retirement then goes about explaining how that can be achieved. I feel grateful to Wayne I don't even think about my finances anymore I know they are being well looked after. Our meetings are informative and professional and the final decision about what I want is always mine. Thanks again Wayne for all of your advice and assistance and I would highly recommend Wayne and New Wave Financial Planning to anyone who wants to make the most of their finances in retirement.

Pam W ⭐⭐⭐⭐⭐

We had a marvellous meeting with Wayne, who sorted out our retirement portfolio both easily and professionally using his great knowledge and skill. Highly recommended. We would give 6 stars if we could!

Gerald B ⭐⭐⭐⭐⭐

I went to New Wave after a life changing end to my career. Seeking how best to secure my future. The level of professionalism and expertise the New Wave team have displayed has exceeded any and all expectations, perfectly blended with genuine personal touch. Wayne in particular has been exemplary. I am now confident in my future financially, near and far, which is a huge weight off my shoulders. I cannot recommend more highly. Thank you to the team at New Wave!

Ashley F ⭐⭐⭐⭐⭐

Prompt, precise & reliable advice from Katie and the team at New Wave Financial Planning. They really listened to my goals and provided me a comprehensive plan and support.

Bianca W ⭐⭐⭐⭐⭐

Would highly recommend Wayne at New Wave Financial Planning. He listened to us, to find out what we wanted then helped us to achieve our financial goals. We found Wayne to be honest , kind and helpful in all matters to reach our goals.

Robyn B ⭐⭐⭐⭐⭐

Wayne was always available and approachable. We were impressed with his knowledge and advice. He didn't hesitate to help with the extras either. A professional with integrity. 

Michele A ⭐⭐⭐⭐⭐

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