We provide the full range of financial planning services. Our expertise ranges across investments, risk insurance, superannuation, retirement and inter-generational financial planning. We have access to a huge reservoir of technical expertise and practical experience and we love sharing this resource with all of our clients. In addition, through our carefully selected network of like-minded professionals we provide access to a wide range of taxation, home loan and legal services to ensure all your financial affairs are managed consistently and with the highest level of professionalism.

Specialising in all general insurance including Business, Trade, Home, Motor Vehicle & Boat.

Financial and investment planning and advisory services

Thomas Cardwell and Associates, a leading Financial Planner and Advisor on the Gold Coast, offers expert risk advice and financial solutions to ensure long-term security. Don't settle for just any life insurance policy; let us guide you through the intricacies of premium reduction strategies. From trauma to income protection, we cover it all. Our dedicated team is here to provide personalised risk planning, so you can safeguard your loved ones and enjoy peace of mind. Visit our southern offices or call 07 5676 5016.

Insurance policies are very similar to other financial products. You can spend your trauma insurance pay out however you want to help you recover or change. Life insurance gives an individual's family the financial security needed and protects them from uncertainties and eventualities of life.

Tweed Coast brokerage Mortgage Choice offer a broad range of home loan products and services. Whether you are looking to refinance your current home loan, purchase your first home or even find the right equity loan, Mortgage Choice will handle this for you.

At Centaurus Wealth we are passionate about providing quality financial advice to guide our clients through life. Our advisors are financial advice specialists spend every day advising clients on how they can get ahead in life and build a nest-egg for a comfortable retirement. After doing this for so long, we believe we well positioned to provide quality advice to clients and are the best people to guide you with your financial decisions in life.

Insight Financial Advisers, located in Varsity Lakes, are distinguished specialists in wealth and retirement advisement. With an impressive range of services spanning life insurance, investment services, stockbrokers, banks & building societies, insurance agents & advisors, financial planning, and wills, estates & probates, our astute team offers tailored solutions to secure your financial future. Count on us to guide you with finesse, unlocking a world of possibilities for your financial goals. Trust in our expertise to shepherd you towards prosperity.

Oak Tree Financial Planning is a boutique financial planning practice based at Tweed Heads and servicing the entire Tweed Coast. We can help you reach your financial goals, no matter what stage of life you are at. We specialise in providing holistic and comprehensive financial advice, and can assist you with: Investment Advice (Property, Shares, Securities, Managed Funds, Fixed Interest) Wealth Accumulation Gearing (Borrowing Money to Invest) Life Insurance (Death, TPD, Income Protection, Trauma, Business Expense) Home Loans, Investment Loans, Refinancing and Debt Management Superannuation and Account Based Pensions Self Managed Superannuation Funds (SMSF) Retirement Planning Transition to Retirement Budgeting & Cash Flow Management Centrelink/Government Benefits. At Oak Tree Financial Planning your financial well-being is our concern and we understand that your personal needs and goals will change over the course of your life, which is why we are committed to building long term relationships with our clients. Think of us as your personal financial coach; there to help you reach your financial goals no matter what life throws at you. We offer a free no obligation initial consultation with a qualified professional financial planner. Contact us to find out how we help you grow and protect your wealth. Proudly servicing all Tweed Coast suburbs including Tweed Heads, Banora Point, Bilambil, Billambil Heights, Coolangatta, Terranora, Fingal Head, Kingscliff, Chinderah, Cudgen, Tumbulgum, Murwillimbah, Cabarita Beach, Casuarina, Hastings Point, Pottsville, Brunswick Heads, Salt.