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Gold Coast, Queensland ยท October 2026 figures

Best financial planning businesses on the Gold Coast, QLD

The top-ranked financial planning businesses on the Gold Coast are True Wealth (5.0 from 254 reviews), Novare Wealth (5.0 from 66 reviews) and Cruz (5.0 from 58 reviews). 50 are ranked here by proven rating.

Ranked
50
Median rating
5.0
Reviews behind the list
2,189
Open Saturday
3 of 50

The ranked list

  1. Rank 1.

    True Wealth

    Surfers Paradise

    5.0 254 reviews Proven 4.93

  2. Rank 2.

    Novare Wealth

    Bundall

    5.0 66 reviews Proven 4.77

  3. Rank 3.

    Cruz

    Burleigh Heads

    5.0 58 reviews Proven 4.74

  4. Rank 4.

    Atlas Wealth Management

    Surfers Paradise

    4.9 93 reviews Proven 4.74

  5. Rank 5.

    My Wealth Solutions

    Bundall

    5.0 50 reviews Proven 4.71

  6. Rank 6.

    New Wave Financial Planning

    Mermaid Beach

    4.9 69 reviews Proven 4.70

  7. Rank 7.

    Centaur Financial Services Gold Coast

    Robina

    4.9 62 reviews Proven 4.68

  8. Rank 8.

    PictureWealth Brisbane

    Broadbeach

    4.7 572 reviews Proven 4.68

  9. Rank 9.

    Pacific Wealth Partners

    Bundall

    5.0 41 reviews Proven 4.67

  10. Rank 10.

    Wahlstrom Financial Services

    Bundall

    4.9 58 reviews Proven 4.67

  11. Rank 11.

    Financial Advice Matters Group Gold Coast

    Robina

    5.0 40 reviews Proven 4.67

  12. Rank 12.

    Insight Financial Advisers

    Varsity Lakes

    5.0 39 reviews Proven 4.66

  13. Rank 13.

    Awhina Financial

    Robina

    5.0 37 reviews Proven 4.65

    Open Saturday

  14. Rank 14.

    Accomplish Wealth

    Surfers Paradise

    5.0 33 reviews Proven 4.62

  15. Rank 15.

    Oasis Financial Planning

    Mudgeeraba

    4.9 41 reviews Proven 4.61

  16. Rank 16.

    Ironbark Advice Gold Coast

    Varsity Lakes

    4.9 39 reviews Proven 4.59

  17. Rank 17.

    Direct Wealth - Financial Advisor

    Robina

    5.0 29 reviews Proven 4.59

  18. Rank 18.

    Redwood Financial Planning

    Bundall

    5.0 28 reviews Proven 4.58

  19. Rank 19.

    Retire Me Young Wealth Advice

    Coolangatta

    5.0 28 reviews Proven 4.58

  20. Rank 20.

    Focused Advisers

    Bundall

    5.0 23 reviews Proven 4.54

  21. Rank 21.

    Your Wealth Corporation

    Mermaid Beach

    4.8 40 reviews Proven 4.53

  22. Rank 22.

    Vortex Financial Planning

    Nerang

    4.9 29 reviews Proven 4.53

  23. Rank 23.

    Luna Wealth

    Bundall

    5.0 22 reviews Proven 4.52

  24. Rank 24.

    Women On Wealth

    Mudgeeraba

    5.0 20 reviews Proven 4.50

  25. Rank 25.

    Acquira Wealth

    Southport

    4.8 32 reviews Proven 4.49

  26. Rank 26.

    Era Financial Planning

    Helensvale

    5.0 19 reviews Proven 4.49

  27. Rank 27.

    Jacobs Financial Advisory

    Ormeau

    5.0 19 reviews Proven 4.49

  28. Rank 28.

    Pathway Financial Advisors

    Helensvale

    5.0 19 reviews Proven 4.49

  29. Rank 29.

    Smartmove

    Bundall

    5.0 19 reviews Proven 4.49

  30. Rank 30.

    McLauchlan Wealth

    Bundall

    5.0 15 reviews Proven 4.43

  31. Rank 31.

    Odyssey Financial Advice

    Robina

    5.0 15 reviews Proven 4.43

  32. Rank 32.

    Freeman Financial Group

    Bundall

    5.0 14 reviews Proven 4.41

  33. Rank 33.

    JK Financial Solutions

    Southport

    5.0 13 reviews Proven 4.39

  34. Rank 34.

    Wealth Planning Partners

    Mudgeeraba

    5.0 13 reviews Proven 4.39

  35. Rank 35.

    Wealth Technology Financial Planning

    Varsity Lakes

    5.0 13 reviews Proven 4.39

  36. Rank 36.

    Cooper Wealth Management

    Bundall

    4.8 18 reviews Proven 4.38

  37. Rank 37.

    JPA Financial Services

    Burleigh Waters

    4.8 18 reviews Proven 4.38

  38. Rank 38.

    The Professionals Advice Group

    Miami

    5.0 11 reviews Proven 4.36

  39. Rank 39.

    MARV Financial Planning Pty Ltd

    Southport

    4.7 18 reviews Proven 4.33

  40. Rank 40.

    Retirement Planning Partners Pty Ltd

    Robina

    4.8 13 reviews Proven 4.32

  41. Rank 41.

    Limitless Wealth Group Pty Ltd

    Southport

    4.9 10 reviews Proven 4.30

  42. Rank 42.

    Inspired Financial Planners & Money Coaching

    Ashmore

    5.0 8 reviews Proven 4.29

  43. Rank 43.

    Prosperity Planning Partners

    Burleigh Heads

    5.0 8 reviews Proven 4.29

  44. Rank 44.

    Ready Advice

    Southport

    4.5 26 reviews Proven 4.28

  45. Rank 45.

    Vogue Advisory Group

    Robina

    4.4 47 reviews Proven 4.28

  46. Rank 46.

    Phoenix Advisory Group

    Gold Coast

    4.5 21 reviews Proven 4.26

  47. Rank 47.

    Capital Financial Panning

    Southport

    4.9 7 reviews Proven 4.23

  48. Rank 48.

    More Time Financial

    Gold Coast

    5.0 6 reviews Proven 4.23

  49. Rank 49.

    Vision Wealth Group

    Southport

    4.6 11 reviews Proven 4.21

    Open 24/7

  50. Rank 50.

    Future Life Plan

    Burleigh Heads

    5.0 5 reviews Proven 4.20

    Open Saturday

Financial Planning Businesses by suburb on the Gold Coast

Every suburb with five or more financial planning businesses has its own ranked list.

Financial Planning Businesses on the Gold Coast at a glance

  • 50 financial planning businesses on the Gold Coast are ranked here, with 2,189 Google reviews between them and a median rating of 5.0.
  • 96% list a website and 100% a phone number on Google.
  • 3 of the 50 that list opening hours open on Saturday, and 1 on Sunday.
  • 1 lists round-the-clock hours, every day of the week: Vision Wealth Group.
  • PictureWealth Brisbane in Broadbeach has the most Google reviews (572), averaging 4.7.
  • The suburbs with the most: Bundall (11), Robina (7) and Southport (7).

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Questions

Who are the best financial planning businesses on the Gold Coast?

The top-ranked financial planning businesses on the Gold Coast are True Wealth (5.0 from 254 reviews), Novare Wealth (5.0 from 66 reviews) and Cruz (5.0 from 58 reviews). Each is ranked by proven rating, its Google rating weighted by the number of reviews behind it.

How many financial planning businesses are there on the Gold Coast?

The Agentize Directory ranks 50 financial planning businesses on the Gold Coast, each with a Google rating from at least five reviews. Their median rating is 5.0, from 2,189 reviews in all.

Which financial planning businesses on the Gold Coast are open on weekends?

1 of the 50 that list hours on Google open on both Saturday and Sunday. The highest ranked of them are Vision Wealth Group.

Which financial planning businesses on the Gold Coast are open 24 hours?

Vision Wealth Group list round-the-clock hours every day on Google. Call ahead to confirm.

Which financial planning business on the Gold Coast has the most reviews?

PictureWealth Brisbane has the most Google reviews of any financial planning business ranked on the Gold Coast: 572, averaging 4.7.

How is this list of financial planning businesses ranked?

Every list is ranked by proven rating: a business's Google rating weighted by the reviews behind it, so a perfect score from five reviews cannot outrank a near-perfect one from five hundred. No business pays to be listed or to move up. How the ranking works.

Ratings and review counts are Google's, as listed in October 2026. Phone numbers, websites and opening hours are the ones each business lists on Google. No business pays to be listed or to move up, and none is verified or endorsed by Agentize. How the ranking works.