Financial planner on the Gold Coast

 If you are looking for a financial planner on the Gold Coast, Novare Wealth is a boutique practice in Bundall. Leighton Fah, Principal and Senior Financial Planner, works with pre-retirees, retirees and business owners on retirement, superannuation, investment, property cash flow and personal insurance.

We are not a national call centre. You meet the person who will do the work.

Where we are

Novare Wealth 80–82 Upton Street Bundall QLD 4217 Phone (07) 3543 7700

Bundall sits between Southport and Surfers Paradise. Clients also come from Robina, Broadbeach, Burleigh Heads, Nerang and further south. Online appointments are available if you are not on the Coast that week.

Who this is for

Novare is a good fit if you:

  • are within about 10 years of finishing work, or already retired, and want a plan you can live on

  • run a business on the Gold Coast and are thinking about retirement or succession

  • already have an accountant and want a planner who will work with them

  • want one adviser, not a rotating team

It is less of a fit if you only want a one-off product sale and no ongoing plan.

What we advise on

  • Retirement planning for pre-retirees and retirees

  • Superannuation

  • Investment advice

  • How a business sale or succession sits with the rest of the plan

  • Property investment cash flow

  • Personal insurance

Personal advice is given after we understand your objectives, financial situation and needs. Nothing on this page is personal advice.

What the first conversation looks like

The first meeting is a conversation, not a pitch. We talk about where you are, what you want the next 10 to 20 years to look like, and whether we are the right planner for that. There is no obligation to proceed.

If we both want to continue, we gather the facts, work with your accountant where it helps, and prepare written advice.

Working with your accountant

Many of our better client relationships start with a Gold Coast accountant. We do the licensed financial planning. They do the tax, structure and compliance. If you already have an accountant you trust, we will work with them. If you need one, we can introduce a firm we already know.

About Leighton Fah

Leighton Fah is the Principal and Senior Financial Planner at Novare Wealth. He has more than 15 years in the finance industry in New Zealand, the United Kingdom and Australia. Qualifications include a Bachelor of Business Studies and an Advanced Diploma of Financial Planning. He is a Sub Authorised Representative (No. 1268651) of GPS Wealth Ltd (AFSL 254544).

Questions people ask

Is Novare Wealth a Gold Coast financial planner? Yes. The office is at 80–82 Upton Street, Bundall, on the Gold Coast. We also meet clients online.

Do I need to live on the Gold Coast? Most clients do. We can work with people elsewhere in Australia by an online meeting.

Can I check you are licensed? Yes. Search Leighton Fah or representative number 1268651 on the ASIC Financial Advisers Register.

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