New Wave Financial Planning was established to help people create the life they wanted and not to be held back by confusion, stress or overwhelmed with their personal finances.
With the goal for people to make astute money choices, you will be guided and supported through life’s key financial decisions. We will help empower and assist you to set a unique path, tailored to your own objectives.
You can have confidence and knowledge that our experienced team are with you at every step of the way.
We have a fixed fee for service approach, which is determined by the complexity of your financial advice not on your financial position.
Wayne has been working in a range of roles in the finance industry, resulting in more than 12 years experience. His knowledge and passion for the industry has led him to complete a Bachelor of Commerce degree, majoring in Financial Planning at Griffith University.
The implementation of tailored advice, and seeing clients achieve their individual goals is what drives Wayne. He is committed to building long-lasting and authentic relationships that provide both education and peace of mind.
Wayne has been providing commentary to Channel 7 News on a range of financial matters. Click here to see what Wayne has to say.
Meet our client service manager with a difference! With a wealth of experience in the financial planning industry, our manager brings a unique perspective to the table.
But that's not all - Jen also has a passion for travel, hails from beautiful Brazil, and is fluent in three languages! With a global outlook and a commitment to exceptional service, Jen is a true asset to our team.
Katie has been involved in the financial planning industry for over 10 years. Katie’s favourite aspect of her role is empowering her clients to understand their overall
position and assist them in meeting their financial goals.
Katie also enjoys the reassurance and guidance we are ale to provide our clients when they come to us
seeking advice.
Being a numbers girl, Katie loves the problem-solving aspect of our role and lifetime cash flow modelling.
Katie has completed a Bachelor of Business (Finance) at QUT and holds a Graduate Diploma in Financial Planning.
Katie's areas of interest include: