I am the Director and Principal Financial Adviser at True Diamonds Financial, a boutique financial advisory firm located in Burleigh Heads, Gold Coast.
At True Diamonds Financial we take pride in being financial planning professionals and are highly qualified with the skills to meet your ongoing financial planning needs, as well as the expertise to keep abreast of the ever-changing financial landscape. With clear, jargon-free advice, we will guide you through a process designed to help you achieve your financial and lifestyle goals. We work with you to establish where you are now, what you want to achieve in the future, and what you need to do to turn your financial goals into reality. With a deep understanding of the opportunities available, you will be well positioned to make informed financial decisions every step of the way.
With over 16 years’ experience in the financial planning industry and being a licensed financial adviser since 2013, I have been helping my clients reach their lifestyle and financial goals through honest, strategic personal advice. I am committed to providing an outstanding service to my clients through building long term sustainable relationships, and strive to provide my clients with peace of mind throughout their life journey.
I offer in-depth knowledge and advice in the following key areas:
- Goals and Values Planning
- Cash Flow Management / Tax Minimisation / Debt Reduction
- Wealth Creation / Investment Advice
- Superannuation & Self-Managed Superannuation
- Risk Protection / Personal Insurances
- Retirement Planning / Transition to Retirement
- Estate Planning
I welcome you to contact me on 0417 227 132 or at firstname.lastname@example.org for an obligation-free initial consultation at no cost.
Rachael is knowledgeable and takes the time to ensure understanding.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2013
- Years of experience 10
- Advanced Diploma of Financial Planning
True Diamonds FinancialUnit 1, 37 Township Dr
Burleigh Heads, QLD 4220
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Spark Advisors Australia