Southport Gold Coast financial planner
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, 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.
Our primary objectives are to:
- Understand our client's current circumstances
- Identify our client's specific financial needs
- Develop a personalised plan to address those needs
- Provide a written Statement of Advice with recommendations
- Discuss and implement the recommendations selected
- Provide ongoing advice and portfolio reviews
At BTC Financial Group we build strong long term relationships with our clients, teaching them how to be good investors. Our disciplined investment process ensures we consider risk profiles, investment structures and asset allocation before presenting any recommendation to our clients.
BTC Financial Group is part of Dover Financial Advisers Pty Ltd (AFSL 307248), 71 Tulip Street Cheltenham, Vic 3192. Dover Financial Advisers is 100% owned by the McMasters’ group of accountants and solicitors and is one of the largest non-institutionally owned AFSLs.