.png){kind=logo}
Our Gold Coast-based financial advisors are here to help you build wealth, protect what matters, and plan for a confident tomorrow.
16+ years
helping clients
5 star
Google reviews
1000+
clients served and counting
Listed as No.6 'Best Financial Planners in Melbourne' 2025 by
Discover Financial Partners has an office in Gold Coast, but services all of Australia. We work to provide our clients with financial clarity & confidence.
Through our personalised financial planning and dedicated service from our Gold Coast based Financial Advisor we can get you on your Financial Roadmap to success and the life you want.
As featured in
Gold Coast Clients Trust Discover Financial Partners
Why Choose Discover Financial Partners as Your Gold Coast Financial Advisor?
Whether you're planning for retirement, growing your investments, or managing family finances, a financial advisor helps you make informed decisions with clarity and confidence. We simplify the complex and guide you every step of the way.
Local Expertise from our Gold Coast-Based Financial Advisor
We make it our mission to stay up-to-date and know what’s going in our field.
ASIC licensed advisors and other credentials
Knowing you have a highly qualified Financial Advisor team serving you creates peace of mind.
Transparent fee structures & personalised service
We offer clear fees and personalised service that adapts to your needs through every stage of life.
Proven results &
financial success
We’re dedicated to delivering you success and the results to meet your financial goals. Like we have for many Australians already.
360° financial
planning
We want to understand ALL about you so we can create a full 360 degree plan that suits your life and goals.
Flexible
Appointments
We can meet you online or in-person at our Gold Coast office. Wherever is convenient.
Our Approach to Financial Planning
We believe great advice starts with understanding. Our four-step process ensures your plan is built around your life:
Discover
We get to know your goals, values, and current position.
1
Analyse
We assess opportunities and risks across your financial landscape.
2
Implement
We put your strategy into action with clear steps and support.
3
4
Review
We regularly check in and adjust your plan as life evolves.
Meet Your Gold Coast Financial Advisor
Tim combines deep expertise with a genuine passion for helping locals thrive. With experience and a client-first philosophy, we’re proud to be trusted by families, professionals, and retirees across the Gold Coast.
Our Services: Comprehensive Financial Advice
At Discover Financial Partners, we help you take control of your financial future with clarity and confidence. Whether you're building wealth, planning retirement, or protecting your family, our Gold Coast-based advisor are here to guide you every step of the way.
Investment Strategies
Financial Advice
SMSF Advice
Private Wealth
Retirement Planning
Debt Management
-
How do I choose a financial advisor in Melbourne?Here are five essential steps to help you choose the best financial advisor in Melbourne: 1. Understand Your Financial Needs 2. Verify Credentials and Licensing 3. Seek Recommendations and Do Your Research 4. Assess Independence and Fee Transparency 5. Book a Discovery Meeting and Evaluate Compatibility We've got comprehensive info on this here and even a free downloadable checklist right here to help you.
-
What should I ask before hiring a Financial Advisor?There's some really important questions to ask like: Independence – Are they tied to any financial institutions? Fee structure – Do they charge fixed fees, hourly rates, or commissions? Transparency – Will they clearly explain what you’re paying for? How they work - Ask how they work with clients? You can see more information here on how to choose an adviser
-
Are advisors regulated in Australia?Yes, absolutely. To legally provide financial advice in Australia, a person must hold an Australian Financial Services (AFS) licence or be an authorised representative of one. We've got a great article on this topic "Why is it illegal to give financial advice without a license in Australia?"
-
Where are you based in Melbourne?We service all of Melbourne and even Australia. We have an office located in Richmond, Melbourne and advisers dedicated to different parts of Melbourne. We work with clients in a location convenient to you or virtually.
