NW
New Wave Financial Planning
Asesoramiento financiero experto para un futuro seguro y próspero.
4.4(5 reseñas)
Insurance
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Asesoramiento financiero experto para un futuro seguro y próspero.
New Wave Financial Planning es una firma de asesoría financiera de confianza con sede en Mermaid Beach, que ofrece planificación financiera personalizada, seguros y servicios de inversión. Con un enfoque en la planificación de la jubilación, las finanzas de la empresa y la gestión estratégica de la riqueza, el equipo ofrece asesoramiento profesional centrado en el cliente para ayudar a personas y empresas a lograr sus objetivos financieros. Conocidos por su experiencia, diligencia y enfoque cordial, construyen relaciones a largo plazo para garantizar la seguridad y el crecimiento financiero.
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Estrategias personalizadas para asegurar tu futuro financiero y lograr tus metas de jubilación.
Asesoría experta sobre pólizas de seguro, incluidas renovaciones, cancelaciones y la cobertura óptima.
Asesoramiento integral sobre inversiones, planificación de crecimiento y gestión financiera global.
Soluciones financieras a medida para empresas, que incluyen contabilidad y planificación estratégica.
Asistencia con transferencias de pólizas, cancelaciones y reembolsos para simplificar sus asuntos financieros.
Although New wave communicated professionally, I was redirected elsewhere as I am an individual wanting financial advice for growth, investments and planning. I was told that because I do not have a business they couldn’t help me. This was disappointing as their website says they do more than just businesses and misleading.
Wayne always does a great job with our finance Appointments that we have every year and during the year. We really appreciate everything you do. Thank you so much from David and Amanda Rowe.
I had the absolute pleasure of working with Katie at New Wave after she reached out to me about renewing a policy I had long considered dead and buried. Over the past ten or more years, I had made numerous unsuccessful attempts to cancel it directly with the company holding the policy, eventually placing it in the "too hard" basket. Then along came Katie’s email. Over the next few months, Katie went above and beyond to ensure I was comfortable with the process of canceling the policy, which had originally been set up by my father over 40 years ago. With patience and diligence, she methodically worked through the necessary steps—transferring ownership of the account to my name and ultimately securing its cancellation. To top it off, I even received a nice refund in the end. Thank you so much, Katie—I only wish you had found me ten years earlier!
We’ve been working with Wayne for some time now and he has been nothing short of outstanding. His expertise and professionalism have made a significant impact on our financial situation, helping us achieve a more secure and strategic position. On top of that, Wayne’s friendly and personable approach makes him a pleasure to work with. We truly value his guidance and highly recommend him to anyone seeking expert financial advice.
Big thank you to Wayne and the team at New Wave Financial Planning. Wayne listens and is interested in how you want your life to look in retirement then goes about explaining how that can be achieved. I feel grateful to Wayne I don't even think about my finances anymore I know they are being well looked after. Our meetings are informative and professional and the final decision about what I want is always mine. Thanks again Wayne for all of your advice and assistance and I would highly recommend Wayne and New Wave Financial Planning to anyone who wants to make the most of their finances in retirement.
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