Spend less on your home loans and more on your dreams

Financial Planning & Advice

At Finance Industries we are lucky enough to team up with

NewWave Advice for all your financial advice needs.

 

The experienced team at NewWave Advice have seen both the good sides and bad sides of the financial planning industry. From this past experience, we understand what clients value from their adviser in both the short and longer terms and the team has designed an Advice experience and level of service that will ensure the client is provided the tools and knowledge to make most the most of their financial position, as well as put in place the right things to maximise their long term outcomes.

 

Where does your path lead ?

 

At New Wave Advice, we will guide you through life’s key financial decisions, helping empower you to set a unique path tailored to your own objectives, with the confidence and knowledge that our experienced team are with you at every step.

No matter what your lifestyle or financial goals are, New Wave Advice can help you enjoy today, and plan for the future.

 

Insurance – 

is what it is… no one loves having it, but sometimes it’s a necessary evil because you have no other option. If you couldn’t work for 6 months and generate an income – what would you do? If you were never able to work again – would you want all your debt cleared? What if you died – how would you want to leave your family?

These aren’t nice things to think about, but they are important questions to ask.

We specialise in providing advice in regard to Life Insurance, Total & Permanent Disability (TPD) Insurance, Income Protection and Trauma Insurance.

Additionally, we also provide advice in regard to various Business Insurances – such as Key Man Insurance, Buy/Sell Insurance and Business Expense Insurance.

We will look to ensure you have the best possible cover, and the lowest possible cost while also ensuring tax effectiveness of the premiums.

 

Superannuation – 

is likely to be one of the largest investments you ever make in your life – and most people take very little interest in it.

That’s fine – why not let us take an interest in it for you? We can make sure it’s set up well, invested correctly, and consistently heading in the right direction.

Additionally, we are able to provide advice with regard to Self-Managed Superannuation Funds (SMSF).

 

Debt Management & Budgeting – 

Want to buy a Ferrari? Or go on that 6 month holiday around Europe? Is all that realistic?

Work with our team of advisers to set some realistic savings targets. Maybe saving a deposit to buy your first home – using the First Home Super Saver Scheme or other effective strategies…

You might be interested in building enough savings base to start a new business.

Do you know how to effectively use an offset account?

We can look at your personal cash flow and budget position and tailor a strategy to meet your REALISTIC goals.

 

Investment Advice –

Surplus cash? Not happy with bank deposit rates and don’t really know where to start? Want to build a nice, little secondary income – have a bit of wealth to play with.

Whatever you want, we can tailor an investment solution for you to meet your timeline and your appetite for risk.

 

Retirement Services –

It is never too early to start planning for retirement. Putting in the correct plan no matter your age, can make an enormous difference to the quality of your life throughout retirement.

Talk to our team today to discuss how your “future-self” will thank you for the little changes you make today.

 

 

Breathe easier and let us help you with your financial needs. Whether it is combining your super funds, financial management, putting in place an adequate protection plan or planning your retirement, we are here to help…

NewWave Advice – Gold Coast Financial Advisers

 

Luke Shrewsbury, Wayne Kampen and New Wave Advice Pty Ltd are Authorised Representatives of Synchron, AFS Licence No. 243313

For more information please visit www.newwaveadvice.com.au

 

 
 

Contact Us

If you have any questions
please call 07 5657 3678

Fax: 07 5518 7626

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Finance Industries Australia Pty Ltd as Trustee Fastdreams Trust ABN: 31 817 124 438 Credit Representative 382599 is authorised under Australian Credit License 390222

Your full financial situation should need to be reviewed prior to acceptance of any offer or product.

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