Northern Gold Coast financial planner
BTC Wealth is a well-established financial planning firm on the northern end of the Gold Coast.
Since 1995, we have been providing a range of wealth advice and assistance to help people grow, manage and protect their wealth.
Our aim is to assist clients to be fully informed and comfortable with their investment decisions. We have a disciplined approach to the financial planning process.
Our primary objectives are to:
- Understand our client's current circumstances
- Identify our client's specific financial needs
- Develop a personalised plan to address those needs
- Provide a written Statement of Advice with recommendations
- Discuss and implement the recommendations selected
- Provide ongoing advice and portfolio reviews
At BTC Wealth we build strong long term relationships with our clients, teaching them how to be good investors. Our disciplined investment process ensures we consider risk profiles, investment structures and asset allocation before presenting any recommendation to our clients.