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
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchWe 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.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 76
- First year providing advice 2001
- Years of experience 23
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Acquira Wealth Partners
Level 2, 12 Short StSouthport, QLD 4215
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gps Wealth Ltd
AFSL 254544