Meet a Top 3 Local Choice

We know the best financial planners in Tweed Heads NSW

If you need a experienced financial planner in Tweed Heads NSW, then you are in the right place. We know you wouldn’t accept any “Dodgy Joe” into your home or workplace, and so unlike other directories, our philosophy is never to accept him (or her!) into ours.

Our vetting process for a business to join the Tweed Heads Top 3 Local Business Choice directory is one of the most stringent you will find in Australia. As a result you’ll save time, $$$ and risk by having access to highly recommended financial planners.

Martin Cossettini, BLUE DIAMOND FINANCIAL PTY LTD

When your objective is to retire comfortably or simply be "better off", he'll guarantee a plan that WORKS.

Meet Tweeds Heads Top 3 Local Choice, Martin Cossettini from Blue Diamond Financial Pty Ltd.

"He provides clear workable options" is how one client described working with Martin.

Backed with over 25 years of banking and finance experience, with 15 of these years working internationally in London, we love that Martin makes his international expertise accessible to everyone from young Aussie families to retirees and individuals looking to "get there" - where it be a strategy to build wealth or simply be comfortable in retirement.

Take advantage of the FREE 2nd opinion service that Martin is offering. He has 1 main goal - and that is to determine if he can put you in a better financial position than your present one. Otherwise, he won't recommend to take you on as a a client. We think it's certainly worth a call. Why not contact Martin today?

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Many people believe that financial advisers are only for the rich and wealthy to help them maintain and increase their wealth. However, this is false. Think of a financial adviser as a coach for your money. A good, trusted financial adviser will spend time considering your present circumstances and your future goals, both short and long term, and develop strategies to help you achieve those goals.

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5 Questions to Ask When Hiring a Financial Planner

Just as you would never make an important financial decision such as purchasing a home without inspecting the property, you should not hire a financial planner/adviser simply because they are local or their ad looks good. Not all planners and advisors have the same qualifications or experience, so before deciding whom to work with, here are 5 questions to ask when hiring a financial planner/adviser.

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Should You Use Financial Advisors and Financial Planners?

The goals of financial planning encompass creating, protecting, investing, saving, and enjoying your assets and money. Depending on your stage of lifefinancial advisors and financial planners will provide a personalised plan that fits your needs.  You don’t have to be wealthy to use these financial services. After all, one of the goals is to amass wealth, or at least maximise your financial health using smart investing and saving options.

We’ve got you covered with recommended Top 3 financial planners across Tweed Heads NSW

Wealth Planning Tweed Heads NSW |  Retirement Planning Tweed Heads NSW | Financial Planners Sydney

About Tweed Heads, NSW

Located in the Tweed River in the north-eastern part of NSW. Tweed Heads is well-known for its popular tourist destinations like Mount Warning, Nightcap, Border Ranges, Springbrook, and Lamington National Parks.

Tweed Heads’ population of 8,176 people made up of 52.2 percent female and 47.8 percent male which makes it a perfect place for retirement or settling down.

Tweed Heads is also known for amazing retirement villages because of its sheer beauty, peacefulness, and of course the hospitality of the calls. Some of the most popular retirement villages are:

  • Serene Living
  • Tall Trees Care Communities Banora Point
  • Palm Lake Resort
  • Aveo Banora Point
  • Tweed Broadwater Village
  • Southern Cross Car St Joseph’s Villa
  • Fairways
  • Winders Retirement Community
  • St Cuthbert’s Retirement Living Complexes
  • Darlington Retirement Community
  • Southern Cross Care St Martha
  • Ocean View Banora Point
  • Bangalor Retreat
  • Gateway Lifestyle Tweed Shores