Contact Gold Coast Financial Advisers

We are based in Helensvale on the Gold Coast and serve clients across South East Queensland, Northern NSW and beyond — in person at our office and by phone and video for clients who prefer a remote meeting.

How We Meet With Clients

We are flexible about how we work with clients and do not require in-person meetings. Many of our clients across the Gold Coast, Tweed, Northern Rivers, Brisbane and the New England meet us entirely by phone or video and receive exactly the same quality of advice as those who come into our Helensvale office.

For an initial consultation, in-person meetings at the Helensvale office are common — there is value in sitting down together with documents in hand and going through a situation in detail. For ongoing review meetings, most clients prefer the convenience of phone or video. We adapt to whatever format works best for you.

Our Helensvale office is located at Suite 5, 64 Siganto Drive — accessible from the M1 via the Helensvale exit, with on-site parking. The office is close to Helensvale train station for clients using public transport from the Gold Coast or Brisbane.

Areas We Serve

GCFA serves clients across the Gold Coast, Tweed corridor, Northern Rivers NSW, Scenic Rim and SEQ, Brisbane and the New England region. We hold an Australian Financial Services Licence through Wealth Today Pty Ltd (AFSL 340289) which authorises us to provide personal financial advice to clients across Australia.

Licensing and Compliance

GCFA Pty Ltd is a Corporate Authorised Representative (No 1317284) of Wealth Today Pty Ltd AFSL 340289. Wealth Today Pty Ltd is regulated by ASIC and is a member of the Australian Financial Complaints Authority (AFCA). Our Financial Services Guide is available on our Client Resources page and should be read before engaging us for personal financial advice.

Getting the Most From Your First Contact

When you contact GCFA for the first time, it helps to have a clear sense of what you are trying to resolve — even if it is just a general feeling that your finances need attention. You do not need to have done research, prepared documents or formed a view on what advice you need. Tell us your situation in plain language and we will work out together what the priorities are.

Some clients come with a specific trigger — a redundancy, a health diagnosis, a mortgage approval, a new baby, an approaching retirement date. Others come because they have been meaning to sort out their super or insurance for years and have finally decided to act. Both are equally valid. The initial consultation is designed to work for whoever you are and wherever you are in your financial life.

Others contact us specifically about an insurance claim — one that has been lodged and is going badly, or one they need help lodging in the first place. If that is you, call 07 5655 6194 and ask to speak to our claims team. We will assess your situation in the initial call and advise on the best path forward.

GCFA Practice Details

GCFA Pty Ltd (trading as Gold Coast Financial Advisers) is a Corporate Authorised Representative (No 1317284) of Wealth Today Pty Ltd, which holds Australian Financial Services Licence No 340289. The WebInsure group has been operating since 1996 and serves clients across South East Queensland, Northern NSW and regional Australia. Our Financial Services Guide is available on our Client Resources page and should be read before engaging GCFA for personal financial advice.

GCFA Practice Details

GCFA Pty Ltd (trading as Gold Coast Financial Advisers) is a Corporate Authorised Representative (No 1317284) of Wealth Today Pty Ltd, which holds Australian Financial Services Licence No 340289. The WebInsure group has been operating since 1996 and serves clients across South East Queensland, Northern NSW and regional Australia.

Claims Assistance

GCFA manages insurance claims on behalf of clients from lodgement through to payment. Our Group Claims Lead holds a Bachelor of Laws and provides professional advocacy throughout the process — handling insurer liaison, evidence preparation and formal appeals where needed. If you are managing a life insurance, TPD, income protection or trauma claim and the process is not progressing as it should, contact GCFA on 07 5655 6194. This service is available to all clients including those in Brisbane, Northern Rivers, the Tweed and the New England, entirely by phone and email.

New Clients

If you are contacting GCFA for the first time, the starting point is a free discovery consultation — 45 to 60 minutes by phone, video or in person at our Helensvale office. We review your current financial situation and tell you honestly what we can help with and what it would cost before you commit to anything. No preparation is necessary. Call 07 5655 6194 or email email hidden; JavaScript is required to arrange a time.

Our Financial Services Guide is available on the Client Resources page. Please read it before engaging GCFA for personal financial advice. If you have questions about our licensing, our remuneration arrangements or your rights as a client, the FSG addresses all of these. We are also happy to answer any questions directly — call 07 5655 6194 or email email hidden; JavaScript is required.