As Financial Planners, we believe wealth is best measured in quality of life



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

(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.


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


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.

What our fantastic clients say rev

What our fantastic clients say