Financial Planner Gold Coast

financial planner gold coast

Impact Accounting, The Leader in Gold Coast Financial Planner Services

Our financial planners on the Gold Coast are a practicing professionals who prepares financial plans for people covering various aspects of personal finance which includes:

  • Cash flow management
  • Education planning
  • Retirement planning
  • Investment planning
  • Risk management
  • Insurance planning
  • Tax planning
  • Estate planning
  • Business succession planning (for business owners)

Solutions for Individuals and Families

  • Income Protection Insurance
  • Total and Permanent Disability Insurance
  • Life Insurance
  • Trauma Insurance
  • Taxation Planning
  • Investments
  • Retirement & Estate Planning Superannuation

Solutions for Individuals and Families

  • Corporate Superannuation Plans
  • Key-person insurance
  • Taxation Planning

Insurance – Why you need it?

What would happen to your family if the main income earner lost the ability to earn income?

Most of us insure our cars and our homes, but few of us insure our most valuable asset, the ability to earn income. So it is essential to protect yourself in the unfortunate event of an accident or illness which may result in you being unable to provide for you and your family. That’s why at Impact Investment Solutions, we help arrange the best ‘value for money” policy to protect you and your family.

The key defining aspect of what the financial planner does is that he considers all questions, information and advice as it impacts and is impacted by the entire financial and life situation of the client.

People enlist the help of our services as financial planners because of the complexity of performing the following:

  • Providing financial security and ensuring that all goals of personal finance are met
  • Finding direction and meaning in one’s financial decisions
  • Understanding how each financial decision affects other areas of finance
  • Adapting to life changes to feel more financially secure

The best results of working with a distinguished Gold Coast financial planner, from an individual client or family’s perspective are:

  • To create the greatest probability that all financial goals (anything requiring both money and planning to achieve) are accomplished by the target date
  • To have a frequently-updated sensible plan that is proactive enough to accommodate any major unexpected financial event that could negatively affect the plan
  • To make intelligent financial choices along the way (whether to “buy or lease” whether to “refinance or pay-off” etc.)

Now that you have a better understanding of what a financial planner is and how Impact Accounting Solutions can help, why not contact one of our Gold Coast financial planners and let us help you today!

Contact Impact Accounting

For more information about our acclaimed Financial Planner services on the Gold Coast, contact the team at Impact Accounting today.