New Wave Financial Planning

Welcome to New Wave Financial Planning, a trusted and dynamic Financial Advice firm located at Mermaid Beach, Gold Coast Highway, 2481. We are a leading institution in the fields of accounting, establishment, finance, insurance agency, and a point of interest.

At New Wave Financial Planning, we believe that wealth is best measured in quality of life. With a commitment to embracing the best technologies, we tailor the advice process to each and every client, ensuring great value, excellent service, and even better outcomes. Whether you are a local resident or based nationwide, we are dedicated to providing you with the best possible experience and access to high-quality advice.

Our team combines passion, knowledge, and dedication to the industry, allowing us to take the stress out of your budget and cashflow management and put you in control of your finances. We understand that superannuation is one of the biggest investments you'll make, and we are here to provide expert advice on fees, performance, and value, ensuring you enjoy the best possible retirement.

When it comes to making investment decisions, we can help you navigate the options. Whether it's choosing between property and shares or terms deposits and investment bonds, we will tailor a recommendation based on your personal goals, timeframe, and preferences.

Protecting yourself and your family's financial future is essential. While insurance won't prevent accidents or illnesses, we can ensure you have the right cover in place with expert advice and a personalized solution.

Planning for the distribution of your assets can be complex, but it is a necessary component of yours and your loved one's financial future and well-being. We are here to guide you through this process.

It's never too early to start planning for retirement. By taking positive action early on, you increase the likelihood of enjoying the retirement you desire. Our initial complimentary meeting will allow us to listen to your goals and aspirations and explain in detail how our services can help you achieve them.

Utilizing our broad knowledge base and ensuring compliance with relevant rules and regulations, we undertake detailed research to consider all aspects of your situation. We will then identify and evaluate a range of strategies based on your goals, confirming their suitability for meeting your needs.

Once we have developed a clear and concise plan to achieve your goals, we will present it to you, including all the necessary information and steps to be taken.

Putting the plan into action is the next step, and we will be with you every step of the way. We will meet with you at least once a year to ensure your plan remains relevant and that you are on track to meet your goals.

Our clients have praised our team for their professionalism, knowledge, and helpfulness. They have experienced the ease and professionalism in sorting out their plans for their children's futures and have appreciated our availability and communication.

We are proud to be an Authorised Representative of NWG Financial Services, AFS Licence No. 538619. With New Wave Financial Planning, you can trust that you are working with a reputable institution that will provide you with exceptional service and help you achieve your financial goals.