Best Financial Services in Gold Coast

Best Financial Services in Gold Coast
Financial Services. Source: Pixabay

Below is a list of the top and leading Financial Services in Gold Coast. To help you find the best Financial Services located near you in Gold Coast, we put together our own list based on this rating points list.

Gold Coast’s Best Financial Services:

The top rated Financial Services in Gold Coast are:

  • Sedley Koschel Financial Group
  • Centaur Financial Services
  • Future Assist

Sedley Koschel Financial Group

Sedley Koschel Financial Group
Sedley Koschel Financial Group. Source: Screenshot from www.sedleykoschel.com.au

Sedley Koschel Financial Group has started over 40 years ago providing financial services from various industries. They started as a Sole Proprietorship offering mobile tax service and have grown since then. The services that they can now cater to companies are Accounting & Tax, Wealth Accumulation & Creation, Self Managed Superannuation Funds (SMSF), Business Advice, Insurance, Aged Care, Audit, Business Sellability, Finance Broking, Financial Planning, Law and Property.

Their qualified team’s mission is to continuously extend their guidance and support for their clients by never stopping to educate themselves and be informed about the latest strategy. Their aim is to provide limitless possibilities for various industries, promoting financial freedom. Their success lies with their client’s satisfaction.

Products/Services:

Accounting & Tax, Wealth Accumulation & Creation, Self Managed Superannuation Funds (Smsf), Business Advice, Insurance, Aged Care, Audit, Business Sellability, Finance Broking, Financial Planning, Law, Property

LOCATION:

Address: 21/340 Hope Island Rd, Hope Island QLD 4212
Phone: 1300 001 108
Website: www.sedleykoschel.com.au

REVIEWS:

“It is a very comforting feeling knowing that our money is in very safe hands. Highly recommend the comprehensive, proactive and personal services that they have provided to us.” – T. Jaye

Centaur Financial Services

Centaur Financial Services
Centaur Financial Services. Source: Screenshot from www.centaurfinancial.com.au

Centaur Financial Services has been providing its world-class financial solutions to help their clients achieve the highest result for their company’s needs. Their firm was established in 2009 but their team of professionals have combined experience of more than 55 years.

Their firm is located in Gold Coast. They help and educate their clients in managing their money to secure their future. Their solutions have been proven resulting in great outcomes. They will always be there as your financial partner, supporting you with accounting, lending, and legal matters.

Products/Services:

Strategic Financial Advice, Retirement Income Solutions, Superannuation Planning, Self Managed Super, Personal Insurance, Portfolio Management, Tax Minimisation, Cash Flow Management, Debt Management, Estate Planning, Aged Care Advice, Social Security

LOCATION:

Address: Level 1/4 Sixth Ave, Palm Beach QLD 4221
Phone: (07) 5559 5760
Website: www.centaurfinancial.com.au

REVIEWS:

“Moving my portfolio over to Cenaur Financial was the smartest financial move I’ve ever done. My previous financial planner was uncontactable and I really felt that they didn’t care about my financial future. Cenaur Financial have already gone above and beyond in all areas of their service, and in just a couple of months, the ROI has already made the move a profitable one. I only wish I had changed sooner. I highly recommended Hugh and his team.” – Nicole Brooke

Future Assist

Future Assist
Future Assist. Source: Screenshot from www.futureassist.com.au

Future Assist has personalised, professional and unique processes tailored for every client’s needs. They are continuously improving their strategies to provide better solutions for everyone they have come to work with. These missions have helped many Australians’ businesses grow and maintain financial stability throughout the years.

With Future Assist, they believe that when you are working with the right people, financial freedom can be achieved. Future Assist specialises in providing such services that promote financial freedom, always available and affordable.

Products/Services:

Financial Planning, Property Investment, Retirement Planning, Tax Planning, Share Investing, SMSF & Superannuation, Property & Super, Personal Insurance

LOCATION:

Address: Zupp Place, 64 Marine Parade, Southport QLD 4215
Phone: (07) 5528 3558
Website: www.futureassist.com.au

REVIEWS:

“We felt very comfortable & happy after our first meeting with Future Assist. Leading up to our plan, things were moving a bit slow but there was a lot to cover (smsf) so it made sense. After a lot of planning the advice was spot on with what we wanted. Everyone we have encountered from the company has been great to work with & very patient with our many questions.” – Mandy Broom

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