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?
Contact us today:
What your locals told us
“My Key Referral Partner For Clients Needing Financial Advisory Services”. Martin has a wealth of industry experience. He is transparent and reliable in his communication methods. I do not hesitate in referring my clients to him ( so much so that we invite him constantly to meet our clients at our office) as I know they will be well looked after.“ Arif Harini, Accounting Business, NSW.
Finding the right Tweed Heads financial planner is vital
It is said that you cannot compare past performance to future results. You may not have control over what your money does, but you have control over who does what with your money.
Your financial planner in Tweed Heads is crucial to your success, so it makes sense to be certain you have the right financial planner tending to you and your investments. Here are some questions that will help you:
- What are their specific fees?
- What services do they offer?
- Can they offer a sample financial plan?
- What is their availability?
5 reasons why a Tweed Heads financial planner is the key to your future
Excited to finally end the workforce and enjoy your senior years? Or, perhaps like the majority of Australians, concerned? Concerned, that with less income your lifestyle and living expectations could be negatively impacted.
Whilst this could be a very uncomfortable and stressful thing to think about, there is an amazing professional group that wants you to retire comfortably and with complete peace of mind – it’s your local financial planners in Tweed Heads
Here are 5 retirement planning strategies that can help you prepare for a comfortable retirement:
- Set financial goals around saving
- Build your super
- Government age pension eligibility
- Personal wealth creation strategies
- Income protection insurance.
More local Tweed Heads Tips
What do financial Advisers Do?
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.
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.
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 life, financial 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.
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
- 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.