Need Financial Advice in The Sunshine Coast?
Financial planning and engaging a financial planning is forever growing in popularity due to the success rate seen by countless everyday Australians on the Sunshine Coast and around the nation. If you are finding yourself drowning under bills that seem never-ending, you want to be prepared for a comfortable retirement or you are looking for professional and expert financial advice from a leading specialist to get the most out of your investment then seeking the top of the line assistance from a trusted financial planner on the Sunshine Coast is proven to be the best avenue to take. At Growth Finance we work with you to find and pair you with the best of the best financial advisor to meet all of your needs.
Sunshine Coast, QLD
is to help you avoid the lifestyle and financial crunch that is facing too many retirees. The future is coming whether you plan for it or not. Ask yourself, will you have the future you want without financial planning, or what happens to you by default?
Best for you not us
Do you want to hear the facts, and not a sales pitch? We will filter the clutter of information out there and give you expert financial advice, in a way that makes sense to you. If you want to be able to make complex financial decisions more easily, then we can help.
We have no ties to and receive no commissions or other incentives from product providers. Meaning we can provide balanced, objective advice without being influenced by compensation. Our only interest is helping you achieve what's important to you.
Who we are
We are committed to honesty and transparency - no beating around the bush. You need help? We're here for you. You want answers? We've got them.
How we work
First, we understand you. We work with you to identify your goals and objectives. We help you prioritise what is most important. Next, we’ll help you get financially organised, where your data is consolidated into one clear picture of you. You'll see your bottom line.
When you know what you have and what it is worth, you can make informed decisions about what to do with it. To help you make smart choices, we use innovative tools to visualise ‘what if’ scenarios about your financial life.
We can evaluate all kinds of potential options for you. Watch what happens to your retirement nest egg when you increase spending.
Look at the net effect of something important like downsizing your house, or selling your business. See the ongoing result of gifts to your children or your favourite charity.
Your personalised plan can include ideas to
- Optimise your cash flow
- Manage your investment portfolio
- Minimise tax
- Provide retirement options
- Protect your estate and more
We deliver our recommendations in a written report. We will work with you to implement the recommendations and will stay with you every step of the way.
We have the expertise to help you visualise the cause and effect of your financial decisions, not just for today but throughout your entire lifetime.
Forward thinking is what smart planning is all about.
30 years of helping people with their money. FPA Certified Financial Planner Professional of the Year 2016. Master’s Degree of Personal Financial Planning.
What our clients say
100’s of happy clients later, this is what they say.
A & K Financial Planning
Sunshine Coast, QLD
The right advice can make a big difference to achieving your financial goals.
A & K Financial Planning offer a broad range of services to ensure every aspect of your financial goals are met, including:
- Wealth Creation
- Debt Management / Budgeting
- Superannuation Advice personal/corporate/SMSF)
- Investments (managed funds / listed securities / annuities / term deposits / self-funding instalment warrants / property)
- Insurance (personal / general / claims)
- Retirement Planning
- Aged Care
- Salary Sacrificing
- Child Education/Savings Bonds
- Contact us for a free consultation now!
What our clients say
We would highly recommend them to every one. We have been a client of A&K Financial Planning for a number of years now and find their professionalism to a high standard. Their ability to ensure they offer high level superannuation, personal insurance and other financial advice to a high standard is very welcoming and helps you feel at ease to make sure that you and your family are safe and secure financially, now and in the future. Their personal approach and ability to make you feel at ease with all things financial is very reassuring. We would highly recommend them to every one.
- R & E Eichler
Nothing is ever a problem. We have been using Glenn Adams from A & K Financial Planning Pty Ltd for a period of over 5 years. Glenn and his Staff provide us with a professional, reliable and yet friendly service and nothing is ever a problem. Glenn’s knowledge is vast and has helped us in all aspects of our Insurance and planning for the future. We treasure his honesty and his great service and look forward to dealing with Glenn for many more years.
- F & J Madgen
Reducing our costs and benefiting our future returns. Glenn Adams of A & K Financial Planning took over our investment and insurance portfolios in 2011. He revised our holdings and insurance finding several anomalies from our previous adviser.
Glenn consolidated these investments reducing our costs and benefiting our future returns. We feel confident and pleased with his arrangements. As a professional investment adviser Glenn has addressed and secured our welfare for the future.
- G & P Talbott
How financial planning works:
The finance industry can be a very complicated environment where many aspects can be constantly evolving and instead of entering this uncharted territory alone, a professional financial planning firm will provide a wealth of advice for any stage of life. Developing tailored and personal plans and organising your finances in a specific and proven way to help you access your financial freedom and achieve your wealth and life goals as efficiently and effectively as possible. Your financial planner on the Sunshine Coast will deep dive into your finances and provide a custom approach to ensure all your needs are met, you are always well-informed and your goals are attainable. The financial planning process, from identifying your individual goals all the way to preparing and implementing your financial plan is completely taken care of for your by your financial planner every step of the way.
How to get started:
Completing the required research required to find the right financial planner can be difficult, time consuming and at times may lead to stress. A lot of us do not even know where to begin when looking for a financial planner that will suit all of our personal needs as well as effectively assisting us in reaching our financial goals. This is where Growth Financial comes in to completely take over the research process as we work with you to find the best possible financial planner in your state to match all of your requirements. Simply click on the ‘Get a Free Quote’ button above to get started on your exciting journey to financial freedom and securing your financial future.
Why seek out financial advice?
It is often the case that many of us second guess ourselves when making financial decisions, regardless of whether they are big or small. The choices we make and the actions we take has a huge impact on both our current financial situation along with the financial security of our future. Why take the risk when you could have the peace of mind and the valuable advice of an expert. Seeking out professional financial advice allows us the confidence we need in the important decisions we are making as well as assisting us reach our short and long term goals that may have before seemed unattainable. By specifically analysing both your current financial situation and goals, your financial planner will provide you will a thorough and achievable plan so you are fully equipped to make the right decisions to ensure your financial control, freedom and future.
Benefits of having a financial planner?
It is clear that hiring a professional financial planner is beneficial to both your current financial position as well as that of your financial future. The valuable and crucial advice they provide can really mean the difference between your finances having control over you or you having the control over your finances. Some of the advantages of hiring the right financial planner for your are as follows:
- Investigating and determining your achievable goals
- Developing a thorough and workable plan for both short and long term goals
- Providing specific tools for how to manage your income, debt, investments, and cash flow
- Creating a solid and tailored retirement plan
- Expert advice on how to make the most of your superannuation
- Giving you the genuine peace of mind that your financial management and goals are in capable hands
At the end of the day we all know just how important and just how much of an impact our financial circumstances has on all aspects of our lives. If you are looking to secure your financial freedom and future and are seeking the assistance of an experienced and expert financial planner than look no further than Growth Financial to help get you started. Connect with the best financial planner on the Sunshine Coast today.