Who we are

We opened our doors in September 1980 and have called the Gold Coast home ever since, although now days about two thirds of our clientele are non-Gold Coast…with clients in every State of Australia. We directly advise on and manage over half a billion dollars for our clients.

We have won 35 National Awards, based on:

  • quality advice our philosophy is simple, “serve and advise every client as if they are family”
  • compliance we adhere to strict operating protocols and industry best practice
  • business growth we have grown by an average of 23% every year for over a decade, which is quite pleasing considering that our only form of advertising is word-of-mouth
  • client retention there is a 99% chance that a new client will still be with us in ten years’ time
  • innovation our creative and strategic thinking keeps our clients ahead of the game
  • workplace culture our average length of staff service is over 10 years

Let's Chat

Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time..

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