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Financial Planning

Financial Planner Gold Coast

NEW WAVE ACCOUNTING & BUSINESS ADVISORY
Get in touch with our team!

Financial Planner Services On The Gold Coast

We have a team of reliable financial planners who are dedicated to helping Gold Coast businesses build wealth. We believe in a holistic approach to your financial goals both within your business and in your personal life. With this in mind we have our own financial planning services division within the New Wave group. Not only can we advise and manage your business and tax needs, but we can assist you to align your business and personal goals, so they work in harmony to achieve your ultimate outcomes.

The Key to Building Wealth through Financial Planning

Building wealth is more than creating a great business. It’s also about aligning your businesses success with your personal goals. We understand that not everyone’s goals are the same. Some might be to buy a house, or have a family, some may want to create a legacy business and others just want to have less stress and enough money to have a great lifestyle. Our team of qualified financial planners can work seamlessly with our accountants to align these goals. We can create budgets, track spending, help you with investments and superannuation and create a path or strategy towards building you wealth.

Key Financial Planning Services

  • Budgeting
  • SMSF and Superannuation
  • Asset Protection and Insurance
  • Investments
  • Retirement Planning and Advice
  • Strategy Future Planning
  • Building Wealth
  • Estate Planning

Financial Planning for New Businesses

Have you started a new business?

The best time to start your financial planning journey is at the beginning of your business. You have the opportunity to put in best practices for budgeting to better control your spending and saving. Not only will this help your business grow, but it will set you up for easier financial planning later in life. 

Spending Vs Saving

Clients often come to us with questions about how to understand their spending habits both in business and outside of it. How much are we spending versus saving? How can we make our money grow, providing passive income? We can answer these questions and show you how to understand and manage your money in all aspects of your life. 

What are your Financial Goals?

Everyone has different goals, and sometimes they can be as simple as wanting a new car in a years’ time, or maybe you want to travel frequently. Is expanding your family on the horizon? We will sit down with you and plan how to make these goals into reality and guide you with our financial planning services.

Retirement plans

Of course, the age old concern of being comfortable in retirement is one many of us share. Starting to plan early and to make sure you have the means to fund your lifestyle in retirement is essential.

Under one roof

We have the best financial planners on the Gold Coast, taking a holistic approach to your finances and how to make them work best for you now and into the future. We don’t need to refer you on to other services because we offer what you need all under one roof.

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NEW WAVE ACCOUNTING & BUSINESS ADVISORY
Get in touch with our team!

Frequently asked questions

Each year, New Wave hosts a Charity Golf Day gathering Gold Coast business owners and professionals together to raise money and support local causes – see video of our latest event below. Our next event is currently scheduled for 2023. If you are interested in attending or want to get involved with sponsorships, get in touch with our office 07 5504 1999.

New Wave Accountants and Business Advisory is a modern accounting firm providing tailored business solutions to businesses on the Gold Coast and across Australia. We assist clients with: Accounting, Business Review, Cloud Software, Business Setup, Tax, BAS Compliance, Business Advisory & Growth, Management Accounting, and Virtual CFO services. At New Wave, our mission is to empower, excite, and build confidence in small businesses by providing clarity in their figures.

We do not currently offer tax returns for individuals only as we primarily support small to medium sized businesses. However, an individual’s tax return will be prepared by us if they have a business structure.

As Business Advisors, we don’t just focus on tax, but look at ‘out of the box’ strategies to start, grow, and scale our client’s businesses. We provide world class communication both internally and towards our clients.

  • We have saved more than $3.5 million in tax for our clients over the last 12 months
  • We are not your Traditional Dinosaur Accountant
  • We don’t charge by the hour
  • We specialise in Small Business

We are RESULTS DRIVEN Accountants. We are passionate about small businesses, and we truly believe we are making a difference through not only changing our clients’ lives but also the lives of our team members. We offer more than just tax but look further into how to improve profits, save tax, and maximise cashflow

Every business is different and therefore has unique requirements. You can start by booking a free initial consultation with one of our Accountants/Business Advisors to help us understand your requirements and come up with a plan to assist you and your business needs. To book a free consultation, please contact our reception on 07 5504 1999.

We understand small businesses and have worked with over 800+ businesses across various industries. We also provide tailored services for specific niches such as Ecommerce, Construction, Medical, and Allied Health.

We offer a $150+GST for 30-minute initial consultation with one of our Accountants / Business Advisors. To book, please contact our reception on 07 5504 1999.

Our Location

Phone
OPERATING HOURS
08:00am - 05:00pm (Weekdays)
Address

Have an Enquiry?

Please fill out the form and one of our team will be in touch with you as soon as possible.
Newwave Accounting

Download your FREE copy of my book

101 Strategies for Business Owners To Save Tax

Save Tax helps business owners, entrepreneurs and commercial adventurers:
  • Pay only the tax that they need to
  • Find the right people to help you save tax
  • Simplify and demystify tax obligations

At the end of the day, and by the end of this book, you will have an understanding of how and why you should invest in minimising your tax and making the most of your business.

Where should I send a free copy of my book?

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