Super. Investments. Succession.
Gold Coast Retirement Planning
We provide financial advice to over 50's delivered by Trustworthy, Transparent and Result Driven Wealth Advisors.
Super / SMSF
Transition to Retirement
Estate Planning
28+
⭐⭐⭐⭐⭐GOOGLE REVIEWS
We believe that wealth is best measured in Quality of life.
New Wave Financial Planning is a trusted, dynamic and forward-thinking Financial Advice firm specialising in retirement planning.
Based on the Gold Coast, we look after clients both locally and nationwide.
We pride ourselves on ensuring great value, excellent service and even better outcomes.
Our passion, knowledge and dedication to our industry sees that every client receives the best possible experience and access to high quality advice.
Contact us now to have a FREE chat about how we might be able to help you.
How Do We Help Our Clients?
We provide financial advice on - Pre-Retirement and Post-Retirement.
Our goal is to provide you with advice based on your specific circumstances.
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What We Offer
Advice specific and tailored to retirement. We can provide you with a trustworthy, stress-free roadmap to a happy retirement.
Plan Your Retirement
It’s never too early to start planning your retirement. The earlier you take positive action, the more likely you are to enjoy the retirement you want.
Superannuation
Superannuation is one of the biggest investments you’ll make, but rarely gets the attention it deserves. With expert advice in relation to fees, performance and value, we help you enjoy the best possible retirement.
Investments
Property vs Shares? Terms Deposits vs Investment Bonds? We’ll help you navigate the options, and tailor a recommendation based on your personal goals, timeframe and preferences.
Estate Planning
Planning for the distribution of your assets can be complex, but is a necessary component of yours and your loved one’s financial future & wellbeing.
Why Choose New Wave? Trusted Gold Coast Retirement Planning
Unlike most financial advisors, we specialise and work with individuals who are transitioning to retirement or already retired.
What does this mean? It means that our financial strategies, plans, resources and investments are specifically for those over 50.
We have helped hundreds of happy clients optimise their financial position in the lead up to retirement, with a comprehensive retirement plan.
Wayne Kampen - Director
Retirement Planning Specialist
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Step 1 - Free Initial Consult
Here we will meet, listen to your goals and aspirations, and then collect the information relevant to provide a tailored advice solution.
Step 2 - Research
Utilising our broad knowledge base we undertake detailed research to ensure we have considered all aspects of your situation.
Step 3 - Strategy & Advice
We will present you with a Clear & Concise plan to achieve the goals that you set out. This will include all the ‘nuts & bolts’ information and the various steps to be taken to meet your goals.
Step 4 - Implement & Review
We will meet with you AT LEAST once a year to ensure your plan remains relevant and you are still on track to meet your goals.
What Our Clients Say
28+
⭐⭐⭐⭐⭐GOOGLE REVIEWS
“Highly recommend!
Professional and knowledgeable... New Wave was instrumental in providing a Statement of Advice for a SMSF property purchase which allowed us to achieve an investment goal. New Wave delivered promptly and with thorough detail.”
Ray Forbes
“Within the first minute of meeting with Wayne from new wave regarding my financial stress I was put at ease. The process was explained to me in an easy to understand format and I was very quickly excited at the idea of having more financial stability”
Michael Hoffman
“Would highly recommend Wayne at New Wave . He listened to us to find out what we wanted then helped us to achieve our financial goals. We found Wayne to be honest , kind and helpful in all matters to reach our goals..”
Robyn Bronnimann
Book Your Free Consultation
The free meeting will include:
✅45 Minutes with a senior advisor
✅Discussions around your current circumstances
✅Discussions around your future goals
✅An explanation of our "Fixed Fee" pricing structure