A financial planner for Gold Coast, wherever you are.
A financial planner covering retirement, super, insurance and keeping your tax bill down, for clients across the Gold Coast and south-east Queensland. We meet over video. You get exactly the same adviser, the same advice and the same fees as anyone who walks into the office.
How it works if you’re in Gold Coast.
Every meeting runs on Zoom or Teams. Documents move through a secure portal and signatures are captured electronically. The practice has worked with Queensland clients this way for years and the workflow is settled.
Hours run 8am to 7pm AEST, which is the same clock for Gold Coast clients outside daylight saving. We hold late slots for clients who can only talk at the end of the working day.
Phone is available on 1300 67 37 37 or 0419 506 560. Most files run as one introductory call, one strategy meeting, and one Statement of Advice walkthrough.
There is no Gold Coast office. Service is virtual, and has been from the start.
The practice runs from Suite 11.18, 401 Docklands Drive, Melbourne. Gold Coast and broader south-east Queensland engagements happen by video and phone. There is no postcode restriction on the advice and no surcharge for clients outside Victoria.
Coverage extends north to Brisbane and south into the Tweed and northern New South Wales for clients whose lives sit across the border.
- Everything over video or the phone.
- We can’t meet you face to face in Queensland.
- Same adviser, same scope, same fees.
What we can help with.
Retirement and transition
Drawdown sequencing, transition-to-retirement strategies, and the final ten working years. A common Gold Coast brief, often after a sea-change move.
Superannuation, accumulation
Fund selection, consolidation of legacy accounts, salary sacrifice and co-contribution. The structural work most clients neglect until their 40s.
Personal risk insurance
Income protection, TPD, trauma, life cover. Business insurance for self-employed clients, which is a big group on the Gold Coast.
Tax-effective investing
Negative gearing, franking credits, ownership structures. Coordinated with the household accountant, in Queensland or interstate.
Education, aged care, Centrelink
Paying for school and uni, the cost of aged care, and getting the Centrelink you're entitled to. These rules are federal, so they follow you wherever you live.
SMSF strategy alongside
Advice on setting up a fund sits outside this licence. The lending and the wider strategy we handle in-house for Queensland trustees.
You get the advice in writing — formally, a Statement of Advice. If it involves managed funds, we start at a $50,000 portfolio.
Who we work with in Gold Coast.
A meaningful share of Gold Coast files are interstate buyers and lifestyle relocators, often from Sydney or Melbourne, who hold property here and continue to work, invest or run a business down south. The planning brief crosses two state revenue offices and one federal tax position at the same time.
Local owner-occupiers and pre-retirees make up the other half. Doctors and specialists from the Gold Coast University Hospital catchment are a deliberate focus. Self-employed business owners in hospitality, trades and professional services are common, and the work often starts with risk insurance and super consolidation. Pre-retirees move into retirement and drawdown planning, supported by the wider retirement planning hub.
Lifestyle buyers tend to be underinsured and to borrow too much. A read of the borrowing capacity calculator is a useful sanity check on what the move actually supports. The plan reframes the household around the move rather than around the postcode it ended up in.
Planning, loans and buying a place — all handled here.
Financial planning
This page. Delivered virtually across south-east QLD. Free for buyer's agent clients during onboarding.
Mortgage broking
50+ lender national panel. Gold Coast owner-occupier and investment files run through the same panel as Melbourne.
Buyer's agent
Through a licensed partner operating across every Australian state, including Gold Coast beachside, central and hinterland belts.
What people in Gold Coast ask first.
Keep reading
- Our financial planning workThe main page — what is included, how it runs, what it costs.
- Gold Coast mortgage brokingLoans arranged online, from a panel of 50+ lenders, with Queensland in mind.
- Gold Coast buyer's agentBeachside, central and hinterland belts through a licensed partner.
- Advice for doctors and specialistsWhy a medical income needs a different kind of plan.
- Why clients choose OpesThree things we can do that most firms can't.
Start with a virtual first call.
Half an hour, by phone or video. The same conversation Gold Coast clients have been having with us for years.