Financial planner Sunshine Coast: Precision Wealth Management’s new office

Exciting news for the Sunshine Coast! Precision Wealth Management is opening a second office in this vibrant, fast-growing region. From 20th January 2025, you’ll find us at the Regatta 1 Business Centre, 2 Innovation Parkway, Birtinya, QLD 4575. This expansion allows us to better serve individuals and businesses in the area, guiding them toward financial success with confidence and clarity.

For years, our North Lakes office has been a trusted destination for families and individuals seeking expert financial advice. We’re thrilled to bring that same dedication and expertise to the Sunshine Coast, helping locals build financial security and plan for a future as inspiring as the region’s lifestyle.

Precision Wealth Management: your partner in financial planning Sunshine Coast

Whether you’re a young family saving for your dream home or a retiree planning for life by the beach, our services are designed to support every stage of life. From protecting your assets to building wealth and navigating big decisions, we’re here to make managing your finances simple and stress-free.

Our services include:

• Personal insurance advice
• Superannuation advice & planning
• Investment strategy & advice
• Retirement planning advice
• Aged care financial advice
• Budgeting & cashflow management
• Debt reduction financial planning

The Sunshine Coast is a region of opportunity and growth, but financial security is key to enjoying everything it offers. With property markets booming, rising living costs, and the dream of a relaxed coastal lifestyle, having a solid financial plan isn’t just a luxury – it’s essential for peace of mind.

We know the Sunshine Coast lifestyle is all about balance – enjoying today while planning for tomorrow. That’s why our financial advice is designed to be as tailored and flexible as the lives of the people who live here.

Sunshine Coast financial planner: book an appointment before we open

Don’t wait for the official opening – take advantage of early access to services at the Regatta 1  Business Centre. Meeting rooms in the office space have been arranged for anyone who books in before the official start date in the office building on 20th January 2025. It’s the perfect opportunity to get ahead on financial goals before the new year truly kicks off.

Why the Sunshine Coast for financial advice?

The Sunshine Coast’s blend of lifestyle and opportunity comes with unique financial considerations, from planning for a sea change to navigating the region’s competitive property market. Whether you’re balancing rising living costs or strategising for long-term growth, our local expertise ensures your financial plan aligns with your goals and the coastal way of life.

Sunshine Coast financial solutions: let’s get started!

Let’s make 2025 the year you take control of your financial future. With tailored advice and a deep understanding of the Sunshine Coast’s unique lifestyle, we’re here to help you thrive today and tomorrow. Contact us today to book an appointment or learn more about our Sunshine Coast office.

Financial Planner Sunshine Coast: Precision Wealth Management’s New Office

With our new Birtinya office, we’re excited to help even more people achieve financial clarity and confidence – and enjoy the lifestyle they’ve worked so hard to build. See you on the Sunshine Coast!

DISCLAIMER – The information provided in this blog is general and does not consider your individual financial needs or objectives. It does not constitute personal advice. We recommend seeking out professional and independent financial, legal and tax advice which has been designed for your individual situation before acting on any information contained below.