New Wave Financial Planning is a trusted, dynamic and forward-thinking Financial Advice firm. Embracing the best technologies to tailor the advice process to each and every client. Based on the Gold Coast, we look after clients both locally and nationwide.
We pride ourselves on ensuring great value, excellent service and even better outcomes.
Our passion, knowledge and dedication to our industry sees that every client receives the best possible experience and access to high quality advice.
Contact us now to have a quick chat about how we might be able to help you.
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.
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.
Free consultation at a location of your choice. Here we will meet, listen to your goals and aspirations, and then collect the information relevant to provide a tailored advice solution.
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.
Here we will identify and evaluate a range of strategies based on achieving your goals, and confirm their suitability for best meeting your needs.
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.
Simple – this step is putting the plan into action.
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.
Thank you Luke for your professionalism and assistance to my husband Greg. I cannot fault the advice we have gotten.
Thanks Wayne. very professional, good communication. Thanks for your time on weekends .. much appreciated
The guys are extremely helpful and always looking out to better your interest Luke has helped me save money by streamlining my accounts.
Very professional, always helpful- polite- friendly- full of knowledge. I will recommend Wayne to my family and friends for sure.
Luke was great throughout the whole process of discussing what I was after, as well as then explaining what my options were and why he was recommending each option. Would not hesitate to recommend New Wave to anyone. It was a stress free process & the time was taken to understand what my exact needs were.
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.