At BTC Wealth, we tailor our advice to suit your circumstances whether you are just starting out to establish a long term savings plan or whether you are nearing the end of your working life and need to ensure you have sufficient funds for your retirement.

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Many people throw caution to the wind and get through life without any major health issues or injuries. Unfortunately this is not so for many of us and the benefits of a well organised insurance plan cannot be understated.

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Self-Managed Super Funds (SMSFs) have become very popular in recent years. Some people believe they would like to have more control over their super arrangements. They have the time to effectively manage and make decisions about their investments.

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A Gearing Strategy involves using borrowed money (e.g. Line of Credit) to invest in a portfolio of shares and/or managed funds. It is a means of increasing your wealth over a period of time.

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Gearing Strategies

Welcome to BTC Wealth

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.

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Our Mission

"To provide good quality, and sensible financial solutions to enable clients to achieve their individual objectives."