Financial Advice For Everyone
Welcome to Sunshine Coast Financial Advisers, offering financial advise for everyone. We are your local, qualified and experienced financial advisers on the Sunshine Coast, Caloundra, and via a mobile adviser in Brisbane. At Sunshine Coast Financial Advisers, we place a strong focus on building long-term relationships with our clients. We like to work closely with all clients during life’s journey, providing tailored strategies to help maximise wealth and helping ensure we work with clients to empower them to set and work towards their financial goals, now and into the future.
How our team can assist you will depend on what life stage you are currently at, what you require and what you value – as this varies for everybody. Take the opportunity to book an appointment with one of our advisers to gain a better understanding of where you are at and how we can help. Still uncertain? Give us a call for a quick chat and we can provide some general information to help you make an informed decision.
Discover how we can help you get more out of life at each and every stage.
Starting Out
You have your whole life ahead of you and the world at your feet. Anything seems possible and you feel immortal. This is the time to dream big and live large. When you are starting out in life you want to set your sights high and give it a red hot go.
Now is a great time to set yourself some financial goals and start implementing a strategy to help get you there. Boring? Maybe. Effective? Definitely.
Building Your Wealth
We can help you with:
Safeguarding Your Wealth
We can help you with:
Enjoying it
We can help you with:
Getting Established
You’re ready now to start setting yourself up for the rest of your life. It might involve getting married and starting a family, a promotion, further education, starting your own business, or all of the above.
That sense of immortality you had when you were younger may be starting to wear off, but you still feel that there’s plenty of time to make up for any risks you take that don’t pay off.
It’s a wonderful stage of life – when you have all the energy and optimism of youth, a good dose of the kind of wisdom that comes only with experience, and time on your side.
Growing your wealth
We can help you with:
Protecting it
We can help you with:
Enjoying it
Travel, holidays, sports, leisure activities and pursuing your passions all come at a cost. We do more than just advise you on how to accumulate the wealth to pay for these things; we also do a lot of the leg work that comes with managing your wealth – which gives you more time and bandwidth to pursue the things you really enjoy.
Family Life
Once you’ve started a family, life tends to develop a momentum of its own. You have no time to spare, growing responsibilities and lots of expenses. It can be extremely fulfilling, satisfying, joyful, worrying and stressful – all at the same time. That’s why it pays to have a solid financial strategy in place and also a team of professionals to lighten the load for you and help keep you on track, while you’re flat out with everything else.
Growing your wealth
We can help you with:
Protecting it
We can help you with:
Enjoying it
Children, travel, holidays, sports, education, renovating and furnishing your home. We do more than just advise you on how to accumulate the wealth to pay for these things; we also do a lot of the leg work that comes with managing your wealth – which gives you more time and bandwidth to pursue the things you and your family really enjoy.
Retirement In Sight
It wasn’t that long ago that retirement seemed a lifetime away. Something you could worry about later.
Now it’s well and truly on the horizon – and the time you have left to gear up for a long and comfortable retirement is rapidly diminishing. It’s also when health issues start to surface that could curtail your ability to increase your income. In short, it’s crunch time.
Let’s crunch some numbers… Some of our clients find that at this stage of their lives the kids are through school and becoming less dependent on their parents, so often that means there’s less financial pressure. And you may have a partner who chooses to return to work full time which means you can give those retirement savings a welcome boost.
Here are some of the things you’re likely to confront at this stage of life. We can play a valuable role in helping you with all of these and more:
Retirement
As much as you might love your work (or not!), you know there’s a lot more to life. It’s time now to reap the rewards, get out there and do the things you never had enough time for before – while you still can. With people living so much longer now, making your nest egg last the distance is another key priority.
Later in Life
We’re living much longer these days, but it’s increasingly common for the body to outlive the mind, which presents a whole range of issues for ourselves and those we love. We want to live out the final chapters of our lives in as much comfort and with as much dignity as possible – and without being too much of a burden to our children and grandchildren. We also tend to think more about what we might leave behind us, for the generations to follow.
Our team can assist you in all matters relating to investments, offering customised strategies to help ensure your assets and investments keep growing and help maximise wealth.
Find out more about wealth creation with our knowledgeable team of financial advisers on the Sunshine Coast. We can assist in finding the right types of investments for your goals.
Book a consultation with one of our advisers and learn more about how cash flow management can assist in better handling daily expenditures, as well as budgeting tips, and more.
We can take a look at how debt reduction strategies can help in not only reducing debt, but also for further advancing your financial goals and growing your wealth.
Personal insurance is one way to safeguard the financial security of you and your family. Our team can guide you through the jargon to find an insurance type that is right for your needs.
We can assist in planning your estate, providing guidance on some of the most tax-effective methods of managing and distributing your assets, today and into the future.
Learn more about retirement living on the Sunshine Coast. Our Maroochydore financial advisers can help you budget, project your expenses and match your needs to your plan.
Whether you are still working, or entering retirement, our team can assist you in all matters pertaining to social security, Centrelink, aged pensions and more.
At Sunshine Coast Financial Advisers, our advisers Nathan and Andrew are both fully qualified with Graduate Diplomas in Financial Planning. Nathan and Andrew have worked for many years together at one of Australia’s biggest financial institutions, gaining invaluable industry knowledge before our business was born in 2018. For tailored financial advice on the Sunshine Coast, make Sunshine Coast Financial Advisers your first call.
If you’re not financially minded, or don’t have any disposable income to spare, then we appreciate that it can be difficult to set financial goals… you might have never even thought about it before.
That’s where we can help. Our Financial Advisers can work with you to assess your current financial situation, your debts, your superannuation, your income, and create a plan to set you on your way to build, safeguard and achieve your financial goals.
Set out below is some general information on what contacting Sunshine Coast Financial Advisers will involve:
Complimentary Chat
Let’s schedule a complimentary phone or video chat… to start getting to know each other and uncover how we can help with your financial goals.
Initial Consultation
Advice Preparation
We give you peace-of-mind by doing the number-crunching and analysis for you… developing a strategy to achieve your goals, including preparation of your
written Statement of Advice which outlines our recommendations for you.
Delivering & Implementing Your Advice
We’ll present your advice and discuss the recommendations in detail together… and when you feel comfortable, we’ll then implement the advice on your
behalf as well.
Staying on Track with Regular Reviews
Service Areas
Service Areas
Contact us today for a complimentary consultation!
Contact us today for a free, initial consultation!
IMPORTANT INFORMATION:
Geozar Pty Ltd t/a Sunshine Coast Financial Advisers (ABN 29 626 340 949) is a Corporate Authorised Representative (No 001266466) of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049, AFSL 236523).
This information is of a general nature only neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. Information is current as at the date of publish.
Links to external websites – These links have been provided for information purposes only and will take you to external websites which are not connected to Sunshine Coast Financial Advisers or our licensee in any way. We do not endorse and are not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
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