We are a boutique financial planning practice based on Queensland’s Gold Coast. We are fluid and agile in our approach to financial planning and offer a wide array of options and products to help you achieve your financial goals. We truly believe that successful financial planning stems from empowering our clients with the knowledge they need to grow and succeed.
About
We offer strategic and holistic financial advice in areas such as debt reduction, budgeting and cash flow, Superannuation, investing, tax reduction, estate planning, retirement and much more.
No matter what stage of life you’re in, we can help you plan for a rewarding future and financial independence..
Paul Richardson
Senior Financial Planner B.Bus (Fin), ADFP
Paul Richardson has been working in the Financial Services industry since 2004, however he found a true passion in Financial Planning and assisting clients in achieving goals that would help afford them their dream lifestyles. Paul is an avid surfer and has been able to carve out a healthy lifestyle balance between work and chasing waves. It’s a lifestyle that kindles his passion for helping clients eliminate some of the stresses involved with managing their finances, allowing them to focus primarily on living happily and comfortably while planning for a rewarding future.
Ana Short
Client Services Manager
Ana’s customer service experience in the Banking and Financial Planning sectors spans over 15 years.
Her vast experience throughout her career has covered all administrative aspects in Financial Planning from banking, application processing, personal claims, practice management and team development, to varied customer-facing roles.
Ana’s passion resonates with assisting clients and ensuring that they are always satisfied and that the service they receive is second to none.
Jan Anderson
Service Officer
Jan has worked for a licensee and in financial planning practices which has given her valuable experience in providing high level administrative support for a wide range of clients and their differing needs. She has a passion for helping people that revolves around a service-driven approach to the industry. Her background in compliance (financial planning and tertiary education) allows her to make an effective contribution within the team.
Carole Lange
Paraplanner
Carole has spent the last decade working in the financial services industry. During this time she has found a passion for combining her strategy knowledge, number crunching skills and creative flair to create SOA documents which make it simple for clients to understand and visualise their advice. In her spare time, Carole enjoys spending time with her family and various artistic pursuits.
