Who we are
We are a financial planning business based in Broadbeach and have been providing professional planning advice since 2014.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
- choose appropriate investment strategies
- plan for your retirement
- protect you and your family
- make the most of your superannuation
- budgeting & managing your money
Justin Smith
Adv. Diploma Financial Planning, Diploma Financial Services (Financial Planning)
Justin commenced his financial services career more than 30 years ago. This has led to a fantastic journey where he now owns and operates his own financial planning practice.
Through Justin’s experience and knowledge, he has a passion to place focus on client strategies and outcomes to help protect and build their lifestyle as they navigate their way through life's planned and unplanned changes.
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.