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.
Navigating turbulent times in the share market
During volatility, it can be challenging to decide whether to buy, sell or simply do nothing but holding steady and riding out the waves could be one of the best investment decisions you make.
2024 Year in review: Successfully navigating uncertain times
Discover how markets thrived amidst 2024’s unpredictability, from resilient share prices to easing inflation and the economic impacts of global and political shifts.
Economic update video: December 2024
Step into summer with our December economic update—covering inflation trends, interest rates, market movements, and consumer confidence. Watch the full video for insights into what’s shaping the festive season economy!