Financial Professionals
Accountants in Gold Coast

Financial Professionals and Investment Professionals are a privately owned financial planning group, offering a fully integrated and holistic approach to reaching your financial goals. Our services are tailored to suit your specific needs.
Whether you are just starting to build upon savings or are on the verge of retirement, Financial Professionals strives to provide the best solutions to achieve your future personal and financial success.
Financial Professionals offers a wide range of integrated services and works with you to set goals, maintain direction and achieve your lifetime objectives. Our consultants pride themselves on determining the right strategies that will meet your unique set of circumstances. Our aim is to become your valued advisers who you can trust with your affairs as they progress over time.
We are not affiliated to any financial institution and are therefore free from conflict of interest with third parties. We offer a complete range of services that can be tailored to your financial position, and a full selection of investment options. The Financial Professionals Group’s remuneration is based on a fair fee for service principle and is structured to protect the clients’ interests at all times.
Our aim is to keep you in control of your affairs and investments whilst we provide full support and assistance.
• Investment Strategy and Recommendations
• Investment Portfolio Management
• Superannuation
• Self Managed Funds
• Retirement Planning
• Allocated Pensions and Roll-over Advice
• Life, Trauma and Disability Insurance
• Business Insurance
• Security trading
• Personal Financial Management
• Tax Planning and Structuring
• Cash Flow Projection and Management
• Finance and Margin Lending
• Succession / Estate Planning
• Business Advice
We prepare an individual financial management plan that takes into account your short, medium and long term financial goals. We recommend strategies, structures and procedures so that these can be achieved. The detail we go into in this process reflects our experience and multidisciplined approach. We then agree on what level of on-going service is appropriate to maintain your direction. We meet with you as regularly as you need to address the inevitable changes in your circumstances and new developments as they occur.