Review
Know exactly where you stand today
We start by mapping your full financial position: income, assets, superannuation, debt, insurance cover and cashflow, so decisions are made on facts rather than guesswork.
About us
An advice firm built on doing the right thing
Right Advice Wealth Management is a boutique Gold Coast practice established in 2018. Two advisers, one support officer, and a deliberate decision to stay small enough so that you consistently receive outstanding service with the same team year on year.
Why we exist
Plenty of firms list integrity on a wall. For a small practice in a city this size, it is simply how you survive. The majority of our new clients are introduced to us by existing clients who trust us to help the people they care about most.
We help clients make the most of their finances no matter what stage of life they are in, by establishing a holistic understanding of them: their current circumstances, their commitments and their future aspirations. From there we establish goals, walk through the options genuinely available, implement the strategy, and keep reviewing it as life changes.
The financial decisions you make today will significantly shape the outcomes you live with later. That is exactly why we would rather tell you something uncomfortable now than sell you something comfortable today, even when it costs us the engagement.
“An experienced financial advice firm, valuing integrity, honesty and doing the right thing above all else.”
Grow
Build wealth with a strategy that fits your life
A clear, written strategy to grow your assets at a pace and risk level you are genuinely comfortable with.
Protect
Safeguard the people and assets that matter
The right cover, structured properly, so that an illness, injury or death never becomes a financial crisis for the people you love.
35+
Years combined experience in financial services
2018
The year we opened our doors on the Gold Coast
6
Core advice areas under one roof
1
Written plan, in language you actually understand
How we are different
Integrity above all
Our reason for existing is doing the right thing by the person in front of us. If something is not right for you, rest assured we will let you know, irrespective on what it means for us.
Advice in plain English
No jargon, No unnecessary complexities, One simple plan made easy.
The same adviser, every time
We are deliberately small. We value the relationships we have with our clients and treat them the same way we would treat our own family.
A local network behind you
We work alongside trusted Gold Coast accountants, brokers and solicitors, so the whole picture is handled, not just the part we touch.
Get started
Tell us roughly where you are and what you would like to sort out. If we can help, we will explain how in an easy to understand way. If we cannot, we will do our best to direct you to someone who may be more suitable to address your needs.
- Monday – Friday
- 8:30am – 5:00pm
- Saturday
- Closed
- Sunday
- Closed