Gold Coast Financial Advisers: Tailored Financial Solutions for a Secure Future
Welcome to Gold Coast Financial Advisers (GCFA), the trusted partner for individuals, families, and businesses across the Gold Coast and Hinterland Region. Located in the heart of Helensvale, we are more than just a financial services provider – we are your local experts in crafting tailored solutions to help you achieve financial security and peace of mind.
Why Choose Gold Coast Financial Advisers?
At GCFA, we believe in building relationships that go beyond numbers. Our dedicated team understands that every client’s journey is unique, which is why we offer personalized financial guidance designed to fit your specific circumstances, goals, and aspirations. Whether you’re looking to protect your loved ones, grow your wealth, or plan for a comfortable retirement, we are here to guide you every step of the way.
Personal Insurance Solutions
Life can be unpredictable, but your financial future doesn’t have to be. At GCFA, we specialize in a wide range of personal insurance products, including:
- Life Insurance: Ensuring your loved ones are financially secure.
- Total and Permanent Disability (TPD) Insurance: Offering protection if you are unable to work due to illness or injury.
- Income Protection Insurance: Safeguarding your income so you can maintain your lifestyle, even when unexpected events arise.
- Trauma Insurance: Providing a safety net to cover medical and living expenses during challenging times.
Our team takes the time to assess your unique needs and find the best policies that give you peace of mind, all while ensuring affordability and reliability.
Financial Planning & Retirement
Your retirement should be a time of relaxation and enjoyment, not financial worry. Our team will help you:
- Develop a strategic plan to maximise your superannuation.
- Diversify your investments for stable returns.
- Transition smoothly into retirement with financial independence.
We combine technical expertise with a deep understanding of the local Gold Coast lifestyle, ensuring your plan aligns perfectly with your vision for the future.
Stress-Free Claims Management
At Gold Coast Financial Advisers, we know that navigating the claims process can be stressful and time-consuming. That’s why we take pride in offering a comprehensive claims management service from our Gold Coast office.
Here’s what sets our claims management apart:
- No Win, No Fee: You can rest assured knowing that we only succeed when you do.
- Expert Navigation: Our team handles all the paperwork, negotiations, and follow-ups with insurers.
- Personalised Support: We keep you informed at every stage, providing compassionate and reliable guidance tailored to your circumstances.
Our goal is to make the process as seamless as possible, so you can focus on recovery and your priorities while we advocate on your behalf.
Meet Your Advisers
Trent Sampson – Principal Adviser and Director
Authorised Representative No. 245450 of WebInsure Pty Ltd (Corporate Authorised Representative No. 271148 of Wealth Today Pty Ltd AFSL 340289). Insurance Adviser since 1992 with extensive expertise in personal and business risk management.
Holds an Advanced Diploma in Financial Planning and a Diploma in Insurance Broking. Qualified Practicing Insurance Broker (QPIB) – member of NIBA. Certified Insurance Professional (Senior Associate) – ANZIIF (Snr Assoc) CIP.
Principal of WebInsure, owners of Gold Coast Insurance Brokers, Granite Belt Insurance Brokers, Ipswich Insurance Brokers, and Wideland Insurance Brokers.
Tony Sampson – Senior Financial Adviser & Director
Business partner and director at Gold Coast Financial Advisers, working alongside his brother Trent. Stepping back up from full-time retirement to bring decades of financial planning and business experience back to clients.
Former owner of Hunter Financial Planning. Specialist in personal insurance, wealth creation strategies, and retirement planning. Known for practical, easy-to-understand advice and long-term client relationships.
Frequently Asked Questions
What services does Gold Coast Financial Advisers offer?
We provide tailored advice across financial planning, superannuation & investments, retirement planning, and personal risk protection — including life insurance, income protection, and trauma cover. Our approach is highly personalised, ensuring your plan matches your goals and circumstances.
Do you charge for the first meeting?
No. Your initial consultation is free. This meeting helps us understand your needs and allows you to decide if we’re the right fit before any costs are involved.
Are you licensed and authorised?
Yes. WebInsure Pty Ltd trading as Gold Coast Financial Advisers (271148) is authorised by Wealth Today Pty Ltd (AFSL 340289, ABN 62 133 393 263). All advisers hold the necessary qualifications and accreditations to provide financial advice.
Do you handle claims for clients?
Absolutely. We manage life‑insurance related claims end‑to‑end — paperwork, negotiations, and follow‑ups with insurers — so you can focus on what matters.
Can you help if I’m not based on the Gold Coast?
Yes. While we’re based in Helensvale, we work with clients across Queensland and interstate via phone, email, and secure video conferencing.
Office: 5/64 Siganto Dr, Helensvale QLD 4212 |
Phone: 07 5636 5505 |
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