Coast Financial Planning, situated in Varsity Lakes, Australia, is a financial consultancy firm committed to assisting clients in achieving the financial and lifestyle goals they rightfully deserve. Tricia Carter assumes the role of Financial Advisor/Managing Director. Specializing in retirement planning and ensuring future financial well-being, their commitment extends beyond guaranteeing family financial security through a comprehensive range of insurance offerings. Dedicated to fostering your wealth's growth and effective management, the Coast Financial Planning team delivers precise investment advice tailored to your unique objectives and risk tolerance. More than mere advisors, they take pride in being your companions on the journey to financial success. They empower you to make well-informed decisions regarding your investments and future financial endeavors by providing continuous support and expert guidance. Whether your emphasis is on securing your future through insurance or cultivating wealth through prudent investments, the devoted team at Coast Financial Planning is ready to assist you every step of the way.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• On Going Support.
• Personalized Solutions.
Best Financial Services in Gold Coast
Expert recommended Top 3 Financial Services in Gold Coast, Queensland. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
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COAST FINANCIAL PLANNING REVIEWS
We found Nick through his excellent online reviews and we were not disappointed, despite having high expectations. Nick was warm, patient, methodical, clear and honest in his explanations, and transparent about his fees and commissions. Nick's recommendations were sound and he backed everything up with numbers and evidence (which is great if you want that detail). We have since referred other family members to Nick and they have been equally as impressed with his guidance. Thanks so much, Nick.
Great experience with Nick from the first phone call. Extremely personable, professional, patient and knowledgable. Nick completely understood our goals and delivered a very well communicated plan. Exceeded expectations and ensured we were informed and comfortable with our options. We are very appreciative of Nicks efforts and ongoing support. Highly recommend Nick and looking forward to catching up in the future!
Nick was very professional and knowledgeable with tailoring our financial support that meets our complex needs. Nick set up our portfolio with clear information that enabled us to make well informed decisions We feel so secure and confident about our financial future.
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Positive Dynamics Pty Ltd is Australia's premier & award-winning Wealth Management and Strategic Planning firm. It was established by Vanessa Jansen, the Founding Director, and led by Dane Jansen, the Partner and Chief Investment Officer. With almost two decades of devoted service to the community, Positive Dynamics takes great pride in assisting clients through every aspect of their financial decisions. A key feature of their approach is the development of personalized investment portfolios designed to fulfil clients' dreams, goals, and objectives. The overarching vision of Positive Dynamics is to empower Australians with wealth management and strategies that facilitate the realization of desired retirement income. Drawing from extensive experience, the firm recognizes the close connection between financial confidence and positive outcomes in health and relationships. Consequently, the primary goal at Positive Dynamics is to instill financial confidence in more Australians, fostering improved well-being and relationships. The firm provides comprehensive services and solutions to optimise wealth creation, asset protection, and efficient financial management. Their meticulous processes highlight clients' strengths and identify potential risks. Through this insightful understanding, Positive Dynamics charts a strategic path toward a prosperous financial future, in alignment with its vision to expertly guide clients along this transformative journey.
UNIQUE FACTS:
• Complimentary 20min Starter Session.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
POSITIVE DYNAMICS PTY LTD REVIEWS
My mother has been a client of Positive Dynamics for many years now. Natalie Virr has shown a great deal of dedication in ensuring that my mother's best interests were always taken care of. She has a kind and caring disposition and was always willing to spend the time needed to ensure that all details the financial planning was understood. From the level of service offered thus far I can see that Positive Dynamics will continue to tend to our financial service needs for our family for many years to come.
I have just had my annual review with Natalie and as always I come away feeling satisfied and confident. I appreciate all the effort that goes into obtaining the best possible outcomes with respect to the investment made on my behalf. Thank you Natalie and all at Positive Dynamics for being so patient and professional.
I just had another informative meeting with Hardik. As I transition to retirement Hardik has looked after me & I feel secure in his advice. We have built a fabulous relationship over the years. Thank you Hardik.
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Acquira Wealth Partners is an advisory firm that delivers comprehensive advice to high-income individuals and families with several important milestones in their life. Acquira Wealth Partners also specialises in working with successful business owners. Reine Clemow has been an adviser since 2001 and leads a highly experienced team with more than 60 years of combined experience. Advice implementation includes sourcing or project managing other professional services such as accounting, law, banking and property advisers to create meaningful financial outcomes for their clients. Acquira Wealth Partners aims to offer exceptional and thoughtful client service, and with upfront fixed-fee pricing, clients receive advice free of any potential or perceived conflict. All meetings start with an obligation-free phone call, and the initial meeting is also at no expense to the client. As premier financial advisors situated on the Gold Coast, they collaborate with top professionals nationwide to deliver certainty advice. They perceive themselves as beacons of guidance, wholly devoted to influencing the future of the industry. With a steadfast commitment to integrity, they prioritize the best interests of their clients, setting themselves apart in an industry occasionally muddled by self-serving advice and institutional priorities. Their mission is to steer you through potential future intricacies, protecting financial and personal challenges that may arise when navigating the path alone.
UNIQUE FACTS:
• Online Appointments.
• Conflict Free Advice.
• Initial Phone Introduction.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ACQUIRA WEALTH PARTNERS REVIEWS
Acquira are an extremely professional company. We have been with Acquira Wealth Partners for three plus years now and prior to that Reine was our financial adviser at another financial company. We have had excellent financial advice from Reine and his team over many years. Nothing is ever too much trouble and we really value strongly our association with this company.
Reine and his team are very impressive. The advice is a blue print to achieve your goals and Reine is behind you all the way. If you are looking for a financial adviser who is highly skilled and honest, with reasonable billing, you can’t do better. Going with this team of professionals is the best financial decision I have made in years.
I have been with Acquira Wealth for over 2 years. Their advice for future planning has been indisposable and would highly recommend them. They also have that personal touch and explain financial futures in a language you can understand.
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