What We Do
Financial Advisers on the Sunshine Coast
With you all the way to the retirement you deserve.
Retirement and financial planning for people across the Sunshine Coast and North Brisbane. We’re here to listen, to simplify the complex, and to walk beside you through every stage of retirement.
Why choose Impact Wealth?
Retirement isn’t just about super balances or spreadsheets, it’s about people, stories, and the life you’ve worked so hard to build. At Impact Wealth, we know that no two retirements look the same, which is why we take the time to listen first, understand what matters most, and shape advice that feels personal, not transactional. Our role is to walk beside you, giving you clarity, confidence, and reassurance every step of the way.
Choice
Putting you back in control by maximising your financial position, so you have choices over your future (when to retire, how much to live off, how often to travel etc.).
Freedom
Freedom from the worry of financial stress, knowing someone has your back and is looking out for your best interests. Through all the market peaks and troughs and government policy changes there’s a freedom in knowing your future is secure.
Clarity
Straight money talk with no judgement, no jargon and no pressure. We’re clear and on your side.
Connection
We make a plan, and you live it. It does more than change your life. It changes with your life choices. For every year of our clients retirement that we manage, we donate two meals to a person in need in and around the Sunshine Coast.
What we do
Impact Wealth, we guide you through retirement with a clear, structured process that’s designed around you. Every plan is personal, practical, and flexible, built to give you clarity today and confidence tomorrow so that you can enjoy the retirement you bloody-well deserve.
New clients will progress through the following steps
Initial appointment
During this meeting we will take the time to listen to you, learn about your goals and objectives and obtain a full understanding of your current situation. After this meeting and your consent to move forward we will undertake Research and develop the appropriate strategies to have you on the way to a retirement you can love.
Our pricing is based on value and complexity and is tailored to each client and how much work is required to maximise your situation. We charge a flat dollar fee with no hidden commissions, fees or other incentives.
You get the best advice based on your needs.
At the end of your initial appointment, we will have a fair idea on how we can best be of service to you and also the cost of that service at which point we can provide you with a written quote.
Advice Delivery
At this appointment we will deliver our Statement of Advice which is the
formal document delivering our detailed and personalised strategies to you.
This will be explained in an easy-to-understand format and you will have the opportunity to ask as many questions as you like. We like to make sure our clients are empowered by understanding their retirement strategy.
At the end of this appointment, you will be asked to sign the Authority to Proceed which is your consent to move forward.
Implementation
Once you have provided consent to proceed the team at Impact Wealth
will be hard at work implementing the recommendations we have made. Very rarely is there anything for our clients to do. You will be provided with regular updates along the way to ensure you are comfortable and informed at all times, regarding the implementation of our recommendations.
Client Service Agreement
Once your advice has been fully implemented we will provide
ongoing services to you through our client service agreement. You will pay an annual fixed fee which can be deducted through your super, pension, investments or personal banking.
The services provided include ongoing management and implementation of your strategies and investments and at least one formal meeting per year. We are available at any time during the year to answer your queries and provide you with assistance when required.
Why We Do It
At Impact Wealth, our purpose is simple: to help more Australians enjoy the retirement they’ve earned and deserve.
We believe retirement should be about freedom, dignity, and peace of mind, not stress or uncertainty. That’s why we take the time to listen first, understand what matters most, and walk beside our clients with clear, personal advice.
It is one of our highest priorities that we build trust with our clients, and that they have confidence in our services. We are thrilled that 95% of customers told us that their financial adviser always meets or exceeded their expectations.
We know that trust and confidence in our services can directly correspond to confidence in your own life. Our clients have told us that this has allowed them to take the plunge into big decisions like buying a dream home, planning for your children's education or even stepping into retirement. Allowing our clients to navigate these milestones without fear or doubt is our goal.
We also hear from our clients that investment guidance is one of our most valuable services. By taking an educational approach, we not only assist our clients to set themselves up for the future with wise investments, but give them the understanding to make smart financial decisions in every aspect of their life.
I’m about to retire
Retirement may feel like it’s coming faster than expected, but you don’t have to face it alone. We’ll help you prepare with clarity and confidence, so you can step into your next chapter feeling ready.
I’ve already retired
Super and property aren’t one-size-fits-all. As life shifts and rules change, we’re here to guide you, so you can protect what you’ve built and continue to enjoy the retirement you’ve worked hard for.
Giving back.
At Impact Wealth, caring for people is at the heart of what we do. That’s why we’ve partnered with OzHarvest, donating two meals for every year of retirement we manage for our clients. Together with the families we support, we’ve already provided over 7,000 meals to Australians in need. It’s a small way we can make a difference here at home, while helping our clients enjoy the future they’ve worked hard for.
Our professional team is here to help you with any questions or concerns.
The team at Impact Wealth is highly educated, experienced and motivated to assist our clients to realise their retirement aspirations.
