Gold Coast Financial Advisers

Gold Coast · Helensvale · Australia-Wide

Gold Coast Financial Advisers
Trusted. Local. Obligation-Free.

Retirement planning, superannuation, insurance and investment advice — from a team with decades of real-world experience. Licensed, local and obligation-free to meet.

3
Licensed Advisers
30+
Years Combined Experience
AFSL
340289 — Wealth Today
Free
Initial Consultation

Who We Help

GCFA works with individuals, families and business owners at every stage of their financial life.

👨‍👩‍👧

Families & Professionals

Protecting what matters most — income, insurance, super and a plan for the future.

🌅

Pre-Retirees & Retirees

Maximising super, structuring retirement income and making your money last.

💼

Business Owners

Business insurance, succession planning and personal wealth strategy alongside your business.

Our Services

Comprehensive, coordinated advice across all areas of your financial life.

Meet Your Advisers

Real people, real qualifications — you’ll know exactly who is advising you and why.

T

Trent Sampson
Director & Financial Adviser

Advanced Diploma of Financial Planning · Diploma of Insurance Broking · QPIB · Senior Associate CIP (ANZIIF). Sub-AR No 245450.

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T

Tony Sampson
Director — General Advice

Decades of experience in life insurance, TPD, trauma and income protection. Sub-AR No 345598.

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R

Ryan Smithyman
Financial Adviser

BBusSc Finance (Hons) UCT · Postgrad Diploma Financial Planning · CFP. International investment & retirement expertise. Sub-AR No 1310267.

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How GCFA Works With You

A clear, structured process from first conversation to ongoing review. No surprises.

01

Discovery
Free consultation to understand your situation and goals.

02

Strategy
We build a personalised Statement of Advice for you.

03

Implementation
We handle the paperwork and put your plan into action.

04

Ongoing Review
Regular reviews to keep your plan on track as life changes.

Areas We Serve

Based in Helensvale, we advise clients across South East Queensland, Northern NSW and Australia-wide via phone and video.

Former Integrum Advice Clients

Your records and ongoing advice are now with Gold Coast Financial Advisers.

Integrum Client Access →

Ready to take control of your financial future?

Your first consultation with a GCFA adviser is free and obligation-free. Based in Helensvale — available Australia-wide.

Important Information
GCFA Pty Ltd trading as Gold Coast Financial Advisers. Corporate Authorised Representative (No 1317284) of Wealth Today Pty Ltd AFSL 340289. Please refer to our Financial Services Guide (FSG) and Adviser Profile(s) for full details of services, fees and commissions. This page contains general information only and does not constitute personal financial advice. For personal advice, speak with one of our licensed advisers.

Welcome to Gold Coast Financial Advisers

At Gold Coast Financial Advisers, we understand the unique financial landscape of Australia’s Gold Coast. Our team is dedicated to providing guidance that aligns with the individual circumstances of our clients, ensuring that you feel equipped to make informed financial decisions. Whether you’re planning for retirement, managing assets, or exploring investment opportunities, we offer comprehensive services tailored to meet your needs.

Who We Serve

Our services cater to a diverse range of clients, from individuals and families to small and medium-sized enterprises across the Gold Coast region. We focus on helping clients who seek to enhance their financial well-being and require professional guidance to navigate the complexities of financial planning. No matter your stage in life or business, we provide solutions that aim to secure your financial future.

Geographic Reach

While our primary focus is on the Gold Coast, our services extend to the surrounding areas, facilitating access to financial planning for a broader audience. We are committed to understanding the economic environment of our region and addressing the specific financial challenges and opportunities that it presents.

Range of Services

Gold Coast Financial Advisers offers a wide spectrum of financial services, designed to address various aspects of financial health. Our offerings include:

  • Retirement Planning: Helping you prepare for a comfortable and secure retirement by developing strategies that focus on savings, investments, and income streams.
  • Investment Advice: Providing insights and guidance on investment opportunities that align with your financial goals and risk tolerance.
  • Superannuation Strategies: Assisting with the management and optimisation of superannuation funds to maximise your retirement savings.
  • Insurance Solutions: Identifying and recommending insurance products that protect your assets and loved ones.
  • Estate Planning: Ensuring your estate is managed and distributed according to your wishes, with minimal legal complications.
  • Wealth Management: Offering strategic advice on wealth creation and preservation to help grow and secure your financial legacy.

Our Distinctive Advice Process

At Gold Coast Financial Advisers, our advice process is characterised by a commitment to clarity and transparency. We prioritise understanding your financial situation and goals, ensuring that our guidance is relevant and practical. Our approach includes:

  • Initial Consultation: A thorough assessment of your current financial picture and aspirations.
  • Strategy Development: Crafting a tailored financial strategy that considers your unique circumstances.
  • Implementation: Assisting with the execution of your financial plan, including setting up necessary accounts and investments.
  • Ongoing Review: Regularly reviewing and adjusting your financial plan to align with any changes in your life or economic conditions.

Our team is here to support you at every step, offering guidance that is both informed and considerate of your needs. For further assistance, please contact Gold Coast Financial Advisers at 07 5655 6194.

Related Pages

General information only.

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