Insurance Advice Gold Coast - New Wave Financial Planning

Insurance Advice
Gold Coast

Why Seek Professional
Insurance Advice?

Insurance can be a complicated landscape, with numerous policy options, coverage levels, and providers. Without professional guidance, it’s easy to end up with insufficient coverage or paying more than necessary. Our experienced team on the Gold Coast helps you understand the ins and outs of insurance, ensuring you make well-informed decisions that provide optimal protection for your lifestyle, family, and business.

There are many ways you can insure yourself

You most likely have car insurance, you probably take out travel insurance when you go overseas, and if you own a house, you probably have home and contents cover.

Your ability to earn an income is the most important asset you own – yet the majority of Australians don’t insure this.

We, as Financial Advisers, can create the best plan for you – but most plans are underpinned by your assumed ability to earn an income. Insure it! Otherwise, should your income cease, your plan will fail, and the repercussions of this can be financially devastating to you and your family!

Insurance is complicated.

Insurance Advice Gold Coast - New Wave Financial Planning

Our Gold Coast Insurance Advice Services

We can talk to you about different benefits, how much coverage is appropriate and also how to fund the policy premiums.

Life Insurance

Pays out if you die, or if you become terminally ill.

Total & Permanent Disability (TPD) insurance

Pays out if you can never work again due to an injury or illness

Trauma or Critical Illness insurance

Pays out on diagnosis of a range of medical conditions, such as Cancer, Heart Attack, Stroke plus many more.

Income Protection insurance

Pays a monthly benefit to you if you are sick or injured and unable to work. This benefit can be long-term or short-term.

What’s Our Process?

  • 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.

Get Started with Our Insurance Advice Gold Coast Service

With the right insurance in place, you can face the future with confidence. Ready to secure your future with the right insurance? Contact New Wave Financial Planning for a consultation, and let our Gold Coast insurance advisors guide you towards comprehensive coverage that supports your lifestyle and goals.

Choosing New Wave Financial Planning
for Insurance Advice on the Gold Coast

Benefits of Working with New Wave Financial Planning:

Expert Knowledge Across All Insurance Types

Our advisors are experienced in a wide range of insurance policies, giving you confidence that you’re getting comprehensive coverage.

Personalised Approach and Support

Every individual and business is unique; our tailored advice ensures that your insurance reflects your specific needs and priorities.

Transparent and Honest Advice

Integrity is central to our service. We provide clear, unbiased insurance advice, helping you make decisions you can trust.