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Financial Advisors for Personalised Assistance

Finding the right financial advisor is vital for navigating financial decisions effectively. At MoneySmith Group, we provide financial advice tailored to the unique circumstances of clients across the Gold Coast.


Our team offers support for managing investments, preparing for retirement, and addressing personal financial challenges with a structured approach. 


We offer services including investment planning, debt management, superannuation guidance, and personal insurance evaluation. Each service is designed to align with your specific needs and provide clarity in financial organisation. 


We are committed to offering guidance that supports informed financial decisions while considering your individual circumstances.


Contact MoneySmith Group on 1300 788 552 to speak with a financial advisor and arrange your consultation today. 

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What We Do

Serving clients on the Gold Coast, we offer a wide range of mortgage options. Find tailored solutions designed to align with your property goals and financial situation. Get assistance in navigating the complexities of the mortgage process.

We offer financial advice for clients on the Gold Coast, helping to structure and organise your finances. We're here to help develop strategies for managing income, investments, and financial priorities.

Explore our range of financial resources, including tools, calculators, and forms, designed to support informed decision-making on the Gold Coast. These resources can assist in simplifying financial planning.

Discover Mortgage One-Eighty and see how this approach offers structured guidance for managing mortgage repayments on the Gold Coast. Learn how this system can streamline your repayment strategy.

Tailored Support for Financial Organisation

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Working with a financial advisor involves understanding your financial objectives and structuring strategies to meet them. We aim to deliver advice tailored to your situation and financial priorities. Here's what we offer to our Gold Coast clients:


  • Investment Planning: Develop strategies suited to your risk tolerance and financial goals. 
  • Superannuation Guidance: Review contributions and manage funds to plan for retirement. 
  • Personal Insurance: Evaluate policy options to address financial risks.
  • Debt Solutions: Create repayment strategies to organise and manage commitments. 


Learn more about our services and how they can assist with your financial planning needs. 

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Financial Advisor Servicing the Gold Coast - Enquire Now!

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Frequently Asked Questions

  • What locations do you service?

    We provide financial advice to clients on the Gold Coast and nearby areas, including Surfers Paradise, Broadbeach, Southport, and more. Our services also extend Australia-wide, offering support to individuals and businesses.


    We aim to provide accessible and professional advice. Contact us to learn more about the regions we serve.  

  • What is investment planning?

    Investment planning involves assessing financial objectives, understanding risk tolerance, and creating strategies for wealth growth. This process includes selecting suitable investment options and reviewing performance regularly.


    It helps ensure that investment decisions are aligned with personal goals and financial circumstances. Professional advice can provide clarity on complex investment opportunities.  

  • What does personal insurance cover?

    Personal insurance offers financial protection against events like illness, injury, or income loss. Common types include life insurance, TPD cover, and income protection. Selecting the right policy requires careful consideration of your financial responsibilities and risks.


    Regularly reviewing coverage can help it remain relevant to changing circumstances.  

  • How does debt management work?

    Debt management includes evaluating financial commitments, creating structured repayment plans, and exploring consolidation options. Reviewing debt strategies regularly helps them remain relevant and aligned with current circumstances.


    Understanding your repayment capabilities is essential for long-term financial stability. Professional support can assist in navigating options effectively.  

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