Financial Planning Gold Coast – What We Do Differently
We see ourselves as thought leaders in the financial planning industry - always trying to challenge the status quo and championing transparent and unconflicted advice that is in the clients' best interest. Alongside other leading financial advisers, we are measured by a higher standard, known as Certainty Advice. It is Australia's only professional designation awarded by the ACCC and IP Australia
Our approach is different because we are not only a fee for advice firm, we also do not accept or pay any 3rd parties for referrals and we are not incentivised or remunerated in any other way apart from the fees we charge.
This provides us the freedom to deliver meaningful advice that will bring you closer to your unmet personal and financial aspirations.
By having a transparent fee arrangement, our work is focused on finding out what is important to you and then helping you onto the path that best gets you there, which has nothing to do with a particular financial product.
If you are looking for an advisory firm that is firmly aligned with what you are wanting to achieve, get in touch for an initial phone discussion https://calendly.com/acquirawealth/initial\_phone\_introduction
We are one of the leading ethical advice businesses on the Gold Coast because our advice is not conflicted in any way. We do not receive or pay any 3rd party commissions or payments. We seek out trusted professionals to work with you that also operate ethically so you can be assured that the advice and services are always in your best interest. We always provide you with a fixed tern agreement priced clearly in dollars over a 12 month period. We re engage each year with you on the basis that there is enduring value.
Reine's depth of knowledge in the financial industry is truly impressive. He stays up-to-date with the latest trends, regulations, and strategies, allowing him to provide tailored advice that aligns with my specific needs. His expertise has proven invaluable in guiding me towards making informed decisions, whether it's investments, retirement planning, or tax strategies. I've gained a deep trust in Reine's recommendations, knowing that they are rooted in his extensive experience and understanding of the market. What sets Reine apart is not only his knowledge but also his ability to make me feel comfortable and empowered throughout the financial planning process. He creates a supportive and non-judgmental environment, where I can openly discuss my financial concerns and goals. Reine has a genuine interest in my financial well-being, always going the extra mile to provide personalised solutions that have maximised my financial potential.
We have been with Reine for almost a year. He has shown himself to be caring and attentive, and eager to do the best for us. It is early days in terms of how our superannuation portfolio has performed but we are confident that sticking to their strategy will provide and safeguard our retirement funds into the future which is vital as we are now in our retirement phase.
Reine explained our Superannuation and Investment funds in a way that was not confusing to us. He also explained the fee structure to us in a simple format which is important to us.
We find Reine and his team respond to any queries in a timely manner and would have no hesitation in recommending him.
Reine Clemow has been our financial adviser for 15-20 years. He has advised us with our superannuation prior to our retirement and with our Self Funded Management Fund retirement plan after our retirement and continues as our financial adviser. He has made it an easy transition into a comfortable retirement which we are now enjoying. We could not recommend him more highly.
Reine and his team are very good to deal with. Prompt response to any queries and very understanding of our circumstances. Very friendly. Have recommended them to others.
- Adviser status Platinum
- Number of reviews 76
- First year providing advice 2001
- Years of experience 22
- Bachelor of Business
Acquira Wealth PartnersLevel 2, 12 Short St
Southport, QLD 4215
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Gps Wealth Ltd