NW
New Wave Financial Planning
Des conseils financiers d'experts pour un avenir sûr et prospère.
4.4(5 avis)
Insurance
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Des conseils financiers d'experts pour un avenir sûr et prospère.
New Wave Financial Planning est un cabinet de conseil financier de confiance basé à Mermaid Beach, proposant des services de planification financière personnalisée, d'assurance et d'investissement. Axée sur la planification de la retraite, le financement des entreprises et la gestion stratégique du patrimoine, l'équipe fournit des conseils professionnels centrés sur le client pour aider les particuliers et les entreprises à atteindre leurs objectifs financiers. Reconnue pour son expertise, sa diligence et son approche conviviale, elle bâtit des relations à long terme afin d'assurer la sécurité financière et la croissance.
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Des stratégies personnalisées pour sécuriser votre avenir financier et atteindre vos objectifs de retraite.
Des conseils d'experts sur les polices d'assurance, y compris les renouvellements, les annulations et une couverture optimale.
Des conseils complets sur les investissements, la planification de la croissance et la gestion financière globale.
Des solutions financières sur mesure pour les entreprises, y compris la comptabilité et la planification stratégique.
Assistance pour les transferts de polices d'assurance, les annulations et les remboursements afin de simplifier vos affaires financières.
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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