Financial Planning

When You



Financial Planning

Building your financial future is made easy when you partner with Gold Seal Finance. Whilst putting money in the bank is a prudent way to save, the interest you accrue probably won’t help you meet your financial goals. Unless you live, breathe and love the finance industry like we do at Gold Seal Finance you might find it hard to navigate your way through the intricacies of investing, but that’s what we’re here for.

Our five step plan

  1.  Explore- review your personal situation, gathering financial information, getting to know your goals, wants and needs
  2.  Plan- prepare a personalised plan & strategy
  3.  Present-present the plan and strategy
  4.  Implement- Upon all agreeing, we implement the plan/strategy
  5.  Review & Measure- measure – annual reviews of the plan making adjustments as required.

We specialise in

  • Insurance – Protecting you and your family through life insurance, TPD, Trauma income protection etc
  • Superannuation reviews and recommendations – Including Self-Managed Super Funds (SMSF)
  • Wealth creation/ investment program
  • Estate Planning

Kick some goals

We see your financial plan as a marathon, not a sprint, once you’ve achieved one set of goals we can reassess and move onto the next. Partnering with us means you will see the same consultant each time who has a thorough understanding required to give you the best and most researched advice based on your position. We never make any recommendations until we understand you and your goals.

Establishing goals is a great way to benchmark your progress, but that doesn’t mean we have to stop once we’ve achieved them, we modify our plans and we build on them.

Having the right people to rely on for sound financial advice is important and you can be assured that Gold Seal Finance will always provide ethical and well researched information and advice, this is a standard that we don’t compromise on.

If you are located in or around the Logan and Brisbane area, why not meet us for a confidential chat and see if you want to take the first steps to building your financial future. Our consultants are happy to visit you at your home or place of work, or you can come to our office in Rochedale South at a time that is convenient to you, including outside work hours. If you are located outside of these areas we can still assst, please call to see how we can help you.

Let us help you

Whether you want financial planning to advise on investments, insurance, estate planning, superannuation or wealth creation, Gold Seal Finance are your trusted advisors. Secure a prosperous future with expert advice and guidance by calling 07 3423 3877.

Authorised Representative No. 1232649 of Spark Advisors Australia Pty Ltd, Australian Financial Services No. 380552

General advice warning: This information is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice.

Our Five Step Plan

Insurance reviews and recommendations
Protecting you and your family through life insurance and income protection
General insurance reviews and recommendations
Estate planning
Superannuation reviews and recommendations
Including Self-Managed Super Funds (SMSF)
Wealth creation/ investment program
What Our Customers Say
"From the initial meetings through to the completion of our new investment property, Gold Seal Finance went above and beyond to ensure the whole process ran smoothly."

Michael & Kate

Brisbane, Australia
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Working With Over
40 Lending Partners


About Us

Gold Seal Finance, established in 2005, We are a company with difference. We are industry professionals specialising in:

• all things home loans
• loan structuring
• strategic property selection
• financial planning
• investment and insurance advice
• tax effective strategies
• estate planning

Most importantly we want to help you establish a promising financial future.
Find out More


Home Loans
We are licenced Mortgage Brokers ready to assist you with all your home loan needs.

Providing strategic and tailored property investment advice. 

Financial Planning
Gold Seal Financial Planning helping our clients create a prosperous and secure future.


"The Professionalism, accuracy and courtesy displayed in all aspects of our dealings to both Narelle and myself have created a most pleasurable, informative and enjoyable journey and have exceeded our expectations and beyond..."

Mick & Narelle Mackay

"We felt that everyone we dealt with was real and genuine, which makes the emotional side of investment disappear and enabled us to focus on making decisions with clear minds..."

Noel and Karen
Read All Testimonials

Contact Us

Phone(07) 3423 3877
Fax (07) 3423 3922
Send us an email
11 Pannikin Street
Rochedale South, QLD 4123
Follow Us
Authorised Representative No. 1232649 of Spark Advisors Australia Pty Ltd ABN 34122486935, Australian Financial Services Licence No. 380552.
Spark Advisor’s Privacy Policy can be found at

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