Loading...

Please wait ...

Find a Financial Advisor in Gold Coast

Where do you need Financial Advisors?

Go
ABC Australia
9News
Daily Telegraph
SMH
News.com.au

Need to find an Financial Advisor in Gold Coast?

We’ll connect you with the best Financial Advisors in Gold Coast in minutes. Start your search and get free quotes today! 

Whether you’re looking for quotes or you’re ready to hire, or if you’d like to speak with some Gold Coast-based Financial Advisors, we can help.

First time looking for an Financial Advisor and not sure where to start? Let us do the legwork for you. Tell us about your project and we’ll send you a list of Financial Advisors in Gold Coast to review.  

There’s no pressure to hire, so you can compare profiles, read previous reviews and ask for more information before you make your decision.

Best of all - it’s completely free!

1

Tell us what you need

We’ll help you find Financial Advisors in Gold Coast. Help us refine your search by telling us your requirements and we’ll contact service providers in your area to help you.

2

Receive Free Quotes

You’ll receive free quotes from professionals in Gold Coast and get quick notifications via our website or app. We make sure we do the leg work for you!

3

Choose your Financial Advisor

Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.

LOC Wealth profile image
L

LOC Wealth

At LOC Wealth, we are a trusted financial advisory firm dedicated to simplifying finance for Australians. Our name, LOC, stands for achieving Lifestyle, Opportunities, and Choice for our clients. Our comprehensive suite of services includes mortgage broking, financial planning, investment management, retirement planning, insurance solutions, and estate planning. Our mission is to empower our clients with knowledge and strategies to achieve their financial goals, providing personalised advice and ongoing support to ensure long-term financial success.

View Profile

Hear from
a professional

What do you love most about your job?

What I love most about my job is the opportunity to empower people to create a better life for themselves through financial stability and wealth-building. Money, to me, is not just currency but a vehicle that can provide individuals with the lifestyle opportunities and choices (LOC) they deserve. I find immense joy in helping people develop this vehicle that will ultimately give them the freedom and abundance they seek

What inspired you to start your own business?

What inspired me to start my own business was a deeply personal experience from my childhood. I had the privilege of knowing a famous sports star who I idolised. He reached the pinnacle of his career, winning grand finals and earning accolades like 'man of the match.' His success on the field was matched by his fame and fortune.

However, despite his immense earnings, he faced financial hardship later in life. His generosity and lack of financial planning led to bankruptcy. I vividly remember the day he had to sell his cherished sports gear, including the boots he wore in that memorable grand final, just to make ends meet. It was heartbreaking to witness.

This experience was a turning point for me. I was studying sports management at university, unsure of my career direction. Seeing my hero's financial downfall made me realise the importance of financial literacy and planning. I switched my focus to financial planning because I knew I could make a significant impact in people's lives by helping them avoid such financial crises.

If I had possessed the knowledge then that I have now, I believe I could have guided my hero to financial security and ensured he never had to worry about money again. That's why I'm passionate about empowering others to make informed financial decisions and secure their futures

Why should our clients choose you?

Clients should choose me because I bring a unique blend of passion, expertise, and personal experience to the table. My journey into financial planning was driven by a deep-seated desire to help individuals avoid financial pitfalls and achieve long-term security.

As both a mortgage broker and financial planner, I offer a rare combination of services. This means I can not only implement effective financial strategies but also assist in financing them. Dealing with one reputable person for both financial planning and mortgage needs streamlines the process for clients, providing convenience and a comprehensive approach.

My commitment goes beyond just numbers; it's about understanding each client's unique aspirations, fears, and long-term goals. I take a holistic approach, tailoring financial strategies that build wealth and provide peace of mind and security.

With a solid foundation in financial planning and a track record of delivering tangible results, I offer clients the confidence that comes from working with someone who genuinely cares about their financial well-being. I see each client as a unique story, and I'm dedicated to helping them script a successful financial future

Can you provide your services online or remotely? If so, please add details.

Yes, I provide my services online and remotely, offering clients the convenience and flexibility they need in today's fast-paced world. Through virtual meetings, phone calls, emails, and secure online platforms, I ensure that my clients can access my expertise from anywhere, whether they're across town or in a different part of the country.

Read More

Reviews

5.00/5.00

based on 13 reviews

The average rating for Bark Financial Advisors in Gold Coast is 5.00, based on 13 reviews.

Get quotes from Financial Advisors in Gold Coast