At BTC Financial Group 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 Financial Group

BTC Financial Group, a well-established financial planning firm in Southport on the Gold Coast for many years is now located at 6 Brissendon Street, Parklake Estate, Maudsland Qld 4210 just a 6-7 minute drive from the Westfield Shopping Centre at Helensvale.

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 and we adhere to the guidelines as set down by the Financial Planning Association.

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Our Mission

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

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