Finding A Top Financial Advisor In Gold Coast

how to find top financial advisor gold coast finance management cpa

It is never too late to start saving for your future, and even more so if you have a family to take care of. So many people put this simple step off for years and when the time comes the investment is either too large to catch up, or they put a sum away that they ‘can’ comfortably afford but in the end, the payout was not worth it. 

Don’t leave it to the last minute, the sooner the better as they say, and even if it is just small, to begin with, it is better than nothing. A boss I used to work for always used to quote to us, ‘a small percentage of something is far greater than 100% of nothing,’ and it is so true. This could explain why he was financially secure and well off come to think of it. 

If you are like me who knew nothing about how or where to invest then fear not, with a few basics under your belt and some organized research you will be well on your way to making a future that is financially sound and secure for you and your loved ones. 

Choosing An Investment Company

This is where people get overwhelmed and feel daunted by the vast options available and with every firm offering you a special that either seems too good to be true or that is out of your price range, we don’t know where to turn. 

Ticking off a few essential features to consider before making the final decision will make the process less stressful and you will be aware of what to look for when something doesn’t seem right and you can be cautious. 

Be sure that when you do invest your money with a company that you feel comfortable with your consultant and how he handles your policy, the customer service levels are a good indicator of the quality of care you are likely to receive once you have ‘signed on the dotted line.’ 

4 Factors To Look For In An Investment Company And Financial Advisor 

• Reputation

Most big brand companies have names that speak for themselves and that are well known, if you are looking to go with a more ‘boutique’ firm then reading their client comments on their website can show you how they treat their customers and the experience they had when the firm dealt not only with their inquiries but after joining. 

• Experience

A firm that’s been in business for several years gives peace of mind and shows they have a working formula with return or life-long clients. You ideally want a firm that has seen and handled all situations and financial scenarios, whether you are a big or small fish the client care should remain the priority. 

• Communicative

You want to be involved in all aspects and areas of the process, and a good company will understand this and keep you informed every step of the way. No question or query is too tricky to answer and if everyone is honest, open, and on the same page there will be no surprises down the line.  

• Services

Do they offer flexible plans and payment values, are they able to tailor packages to your needs and adjust as needed? What are the features they bring to the table that will not only benefit you but ensure the security of your arrangement in the long run?

These are simple yet essential features and companies who are worth working with will tick these boxes effortlessly, to find out more visit and find a business that will advise and guide you on your investment journey. 

This is an exciting chapter in your life and the fact that you have taken the initial step to plan is an achievement in itself. The main objective is to become aware of your financial goals and utilizing the resources you have available to reach them. 

There are a lot of considerations and features to account for, take your time, if it feels right you’ll know. A rushed decision so as not to be left behind on the ‘investment train’ can lead to (preventable) issues in the future. 


So what is investment planning? In simple terms, so as not to get too technical, it is the plan of action and decision to take a look at your finances and see where you have the means and flexibility to put a small (or large) sum of money away into an account that grows through interest over several years. 

For a more in-depth explanation and insight into the term and management of investments, you can click here to read about it and when it comes to going ahead with the decision you will be well-versed in the jargon and less anxious if this is the first time you are investing. 

The Advantages Of Investing Through A Financial Advisor

There are a lot of perks when you have someone you can communicate with easily and often that makes this financial adjustment worth it, for starters you can define and write out clear goals of what you are looking to achieve with this investment. 

As you become more comfortable with them the lines of communication will be more open and flow easier, this way regular reviews and sit-downs over coffee and cake (which is always a must in my book) allow for flexibility of the plan and you can make tweaks and adjustments as your financial situation changes. 

The list is extensive and you can read some of the more popular opinions here on the benefits of working with a financial advisor and conclude from there. Then the big plus is that where you may have limited knowledge of what you are capable of they will be able to point these out having studied many years on the subject and honing their skills. 

Lastly, and certainly not the least important, investment is a great way to be as efficient and effective with your finances with regards to taxes as possible, and that is a win-win situation for everyone, am I right?

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