Swinbourne Wealth & Protection

Welcome to Swinbourne Wealth & Protection, a leading establishment in finance located at 72 Nerang Street, Southport, Australia. We are dedicated to helping individuals and families create a comfortable financial future by providing comprehensive wealth management and protection services.

At Swinbourne Wealth & Protection, we understand that everyone has different timeframes and circumstances when it comes to their finances. That's why we believe it is crucial to consider some basics before investing your hard-earned money. Our team of experts will guide you through the process and help you make informed decisions.

We believe that creating a comfortable financial future is not just about saving and investing. It is also about protecting yourself financially against unforeseen circumstances. We offer a range of protection services to ensure that you are prepared for any financial challenges that may come your way.

Retirement should be one of the most exciting times of your life, where you can finally fulfill all the ambitions your busy working life kept getting in the way of. Our retirement planning services will help you make the most of this phase by creating a tailored plan that aligns with your goals and aspirations.

Estate planning is another essential aspect of securing your financial future. It involves reviewing, managing, and controlling your personal, family, and business affairs according to your wishes. Our experienced team will guide you through the estate planning process, ensuring that your assets are protected and distributed as per your desires.

Whether you are starting your first job, buying your first home, starting a family, or saving for something special, we are here to help you kickstart your financial journey. Our team will provide expert advice and support to ensure that you make the best decisions for your future.

We understand that life can get busy, and retirement may still be a few years away, but it is important to know that your financial future is secure. Our wealth-building strategies, such as property and share portfolio investments, can help you grow your wealth and achieve your long-term financial goals.

Retirement is on the horizon, and you are dreaming about all the wonderful things you will do in your life after work. Our retirement planning services will ensure that you have a solid financial plan in place, allowing you to enjoy your retirement to the fullest.

We also celebrate the special moments in life, such as welcoming a new child or grandchild into the world. Our team can provide advice on how to financially prepare for these joyous occasions and ensure that your loved ones are protected.

Swinbourne Wealth & Protection is conveniently located at Suite 3, 12-14 Marine Parade, Southport, QLD 4215. We are a registered company (ABN 60 626 072 973) and authorized representatives (No. 1294041 & No. 277101) of Swinbourne Financial Group Pty Ltd (formerly known as Baron Financial Group), which holds an Australian Financial Services License (No. 514585).

Please note that the information provided on our website is general advice and does not take into account your personal objectives, needs, or financial situations. We recommend considering the appropriateness of any general advice we provide based on your own objectives, financial situation, and needs before making any decisions.

Contact Swinbourne Wealth & Protection today and let us help you create a secure and prosperous financial future.