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.
Super vs property: What works for retirement income?
Australians often choose between property and super for retirement income, with each offering distinct benefits; a balanced approach can optimise security and growth.
Economic update video: October 2024
Learn about the latest economic updates in our video.
Estate planning gives you a final say
Estate planning is all about ensuring your wishes are met and your loved ones are protected if the worst happens.