Generation Private Wealth

Financial Planning Gold Coast. Offering expert financial education for those at any stage of life that want to plan for a better financial future.


Financial Planning Gold Coast
Who are we?

Generation Private Wealth is a boutique financial planning practice based on Queensland’s Gold Coast. Financial Planning Gold Coast.

We are agile and fluid in our approach to financial planning and offer a wide array of options and products to help you achieve your financial goals. Our belief is that successful financial planning stems from empowering our clients with the knowledge they need to grow and as a result succeed.

We offer strategic and holistic financial advice in areas such as debt reduction, budgeting and cash flow, superannuation, investing, tax reduction, risk management, retirement and much more.

No matter what stage of life you’re in, we can help you plan for a rewarding future, as a result giving you financial independence.

Our Services

HOW WE CAN 

HELP?

FINANCIAL GOALS

Align your financial plan with your short, medium and long-term goals

INVESTING

Assist your Super and start building wealth through diversified investments

SUPERANNUATION

Understand your Super no matter what stage of life you’re at and create more wealth

BUDGETING & CASH FLOW

We can teach you how to take control of your spending, but still have a life

RISK MANAGEMENT

Protect yourself and your loved ones by insuring yourself, your assets and income

ESTATE PLANNING

Facilitate estate planning designed to transfer your assets tax effectively and with minimal impact on your loved ones

DEBT REDUCTION

Forget a 30-year mortgage, let us teach you how to pay it off sooner

TAX MINIMISATION

Learn how to reduce your taxable income and pay down debt sooner

RETIREMENT PLANNING

We can teach you how to make your nest egg last

Specialized Team

Our Amazing Staff

Meet the Team - Call Now

PAUL RICHARDSON

SENIOR FINANCIAL PLANNER
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CAROLE LANGE

SENIOR PARAPLANNER
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EMMA GRAINGER

ASSOCIATE ADVISER
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ROBYN ROWSON

OPERATIONS MANAGER

Testimonial

What Our Clients Says