Positive Dynamics Pty Ltd 96A Marine Parade, Southport, Queensland 4215
About the Business
Welcome to Positive Dynamics Pty Ltd, located at 96A Marine Parade in Southport, Australia. As one of the country's leading and award-winning Wealth Management and Strategic Planning firms, we have been serving our community for nearly two decades. Our dedicated team takes great pride in designing bespoke investment portfolios that align with our clients' dreams, goals, and objectives.
At Positive Dynamics, our vision is to provide Australians with wealth management and wealth strategies to create the income they desire in retirement. We believe that financial confidence has a positive correlation with health and relationships. Therefore, it is our mission to give more Australians the financial confidence they need to enjoy improved health and strong relationships.
We understand that many Australians lack financial confidence due to various reasons. Time constraints often prevent individuals from dedicating enough time to wealth maximization. Additionally, the lack of financial education leaves many of us seeking advice from unqualified sources such as family and friends. Furthermore, the closure of bank Financial Planning departments has left Australians unsure of who to trust. Lastly, the fear of taking action can impede individuals from making positive financial changes.
Breaking through these barriers is our primary goal at Positive Dynamics. Our friendly team is committed to providing comfort and patience as we guide our clients through the implementation of effective strategies. Since our establishment in 2006, we have helped numerous individuals achieve their financial goals. Our financial planners will work closely with you to turn your dreams into a reality.
Our unique processes highlight your strengths and identify potential dangers, allowing us to structure a strategic path towards a successful financial future. Our vision is to guide you down this path, ensuring that you have a clear and bold vision for your future.
To help you understand which aspects of your life could be improved, we have prepared 10 simple questions. By answering these questions, you will gain valuable insights into your financial situation and how we can assist you.
Choose Positive Dynamics Pty Ltd for all your wealth management and strategic planning needs. Let us help you create the financial future you deserve. Contact us today to schedule a consultation with one of our experienced financial planners.
Photos
Location & Phone number
96A Marine Parade, Southport, Queensland 4215, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Natalie and the team have been fantastic the whole way through. I have received expert advise which has helped me make the right financial decisions and provided a clear strategy for me and my family. Thank you for all that you do. Ben"
"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."
"Natalie Virr has been looking after our superannuation for several years. I just leave it up to my wife to attend the meetings however today we both went and I was pleasantly surprised with how much I enjoyed it. Natalie was so knowledgeable about past and current economic matters and gave me so much confidence in her ability to manage our investments. I can certainly understand why my wife won't go anywhere else."
"Justine recently assisted myself and my wife with our Superannuation Plan, Life Insurance and TPD Cover - her service, knowledge and communication was Outstanding. Not only did she present us with options, but took the time to explain the investments in simple terms we could understand. We left the meeting feeling confident and glad we made the call to see her. We highly recommend Justine Wilesmith at Positive Dynamics for any Financial Advice and look forward to working with her for many years!!"
"I came across positive dynamics after having vetted at least 5 other financial planners, and I knew straight away they were the ones for me! they portray what they are all about and after meeting with Vanessa and Hardik, I trusted them and felt super comfortable making the decision to invest with them. They have been amazing, always happy to help and answer all my questions in order to help me understand my investments! I'd definitely recommend it to all my friends, family and clients."
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