Gold Coast & Sydney Financial Adviser
Professionally or in business you're at the peak of your powers -
you want your financial life to be firing on all cylinders too.
At Swinbourne Wealth & Protection, we help you get your financial ducks in a row to make financial and life decisions with conviction and confidence. We help you steer your ship in the right direction, so you can enjoy your fabulous 50s with the comfort that the future is secure.
Your financial life: Checked and balanced
Get a game plan to follow
When you're busy focusing on your career and business, it's easy for your finances to become complicated and unruly.
It's also easy to end up down a rabbit hole with a confusing array of options and directions to choose.
We take the guesswork and gut instinct decisions out of the equation, showing you how to use your existing assets and cash flow best to grow your financial footprint and preserve it across generations.
We take a strategic, long-term view of your financial life and reverse engineer a plan backed by data-driven decisions aligned with what's most important to you.
Helping smart people make savvy financial decisions
We love unravelling complexity, finding deep satisfaction in lifting the weight of uncertainty from your shoulders.
We get to know our clients, having honest conversations about wealth, health and relationships. Our commitment extends to building lasting relationships with our clients, often sitting on family boards and facilitating multi-generational planning.
Financial missteps can mean missed opportunities
With so much financial noise, it can feel easier to do nothing. Yet inaction often costs more than you think, quietly eroding your long-term wealth and future goals.
From bad reputation to dream destination
The landscape of travel is constantly shifting and what may once have been a no-go zone can now be a dream destination.
Protecting what matters most
Life insurance is a strategic safeguard that helps families navigate loss with dignity through tailored coverage, and regular review.