We help you achieve the financial and lifestyle goals you deserve.

Our Gold Coast financial planners and advisors specialise in retirement planning and protecting your future.

About us

About Our Financial Advisor Gold Coast

It took a family tragedy to make Nick Barnett vow to make a difference as a financial planner. He knows firsthand the importance of educating people on the critical issue of protecting your family against the unthinkable and offers clear direction to help clients secure the financial future they deserve.

Employed in the financial industry since 1992, and with an Advanced Diploma in Financial Services, Nick has an extensive background in industry and personal superannuation as well as a vast knowledge of all the financial products in today's marketplace. He works closely with his clients and takes the time to truly listen to their needs, both now and in the future, and is always available to answer any questions on the 'how, why and when' so that they feel in control and reassured of their financial plan and position.

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Services

Aged Care Planners

Are you exploring aged care options and feeling concerned about your finances? The read more to learn about the quality aged care advice we provide.

Self Managed Super Fund Advice

Wanting to take control of your destiny and futureto see how you can do this and how we can help.

Personal Protection Advice

Wanting to know which personal protection advice you need? Then read more to learn about the four main areas of protection to find the one that suits you.

Business Protection Advice

Want to learn how to protect your business if something happens to you? Then read more to learn on what to do in the event of something happening to you or your partners.

Superannuation Advice

Want to know how your Super works in a transparent and easily understandable way? Then read more to learn about the advice we provide.

Wealth Management

Do you need help achieving your financial goals? Read more to find out how our financial advisors can assist you in managing your finances.

Retirement Planning

Retirement planning can be complex with all that needs to be considered. Learn how our experienced financial planners can create the right retirement plan for you.

Estate Planning

Estate planning is an important process that everyone should go though. Read more to learn how we work with you to protect your assets in the event of your death.

CLIENT STORIES

What Our Clients Say

"From our first meeting Nick made us aware of our financial potential, helped us to set goals and take the right stepts towards making our goals a reality. His support and advice has been invaluable to our family. We would be happy to recomment Nick because he goes above and beyond to ensure you have the correct information and advice to move farward financially."

"Nick has helped us to consolidate our various superannuation accounts into one place. He has also reviewed our Life, TPD & income protection insurance and advised us on the types and levels of cover required. We have found that advice and service excellent and when we did have to make claim on income protection Nick took care of all communication with the insurer which made the process less stressful than it otherwise might have been. I am no expert in the world of financial advice and do not have a lot of experience with other advisors in Hervey Bay but i can honestly say that i have found the advice, support & service to be excellent and for those reasons I am happy to recommend Nick to anybody who is looking for a professional to assist them in this area."

Contact Us Today!

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