Our associated financial planning firm, United Wealth Partners (UWP), resides with us in our Tweed Heads office. They hold their own Australian Financial Services Licence which means they are independent and have no association with other institutions.
UWP provides a “hands-on” approach to financial guidance and keep you focused on where you want to go.
UWP offer a range of services including advice on retirement planning, investments, insurance and aged care.
Whether you have a Self Managed Super Fund and need advice on how best to invest and manage the fund, or your Will and Estate plan needs updating to ensure that your estate is distributed smoothly and according to your wishes, our Gold Coast financial planners can handle it for you.
The friendly financial planner Gold Coasters need
To get in touch with our financial planning Gold Coast team, and learn more about how they can help you, visit the UWP website here, give us a call on 07 5536 3755 or fill out our online inquiry form.