Your Future Deserves
Expert Guidance
Holistic financial planning for retirement, wealth accumulation, superannuation and estate planning — tailored to your life and your goals. Based in Helensvale, Gold Coast. Remote consultations available across Australia.
Expert financial planning isn't just for the ultra-wealthy.
There is a common stigma that you need millions of dollars before you can speak to a financial planner. The truth is, our advice is built for “accumulators” — everyday families and professionals who are working hard to prepare for retirement. We find ways to structure your superannuation and investments so you can build real wealth, without negatively impacting your daily cash flow.
A Holistic Approach to Your Financial Future
At Era Financial Planning, we believe great financial advice should be clear, personal, and built around your life — not a one-size-fits-all template. With over 20 years of experience working with Gold Coast families, retirees and professionals across Queensland and Australia, we take the time to truly understand where you are now and create a practical roadmap to where you want to be.
Whether retirement is on the horizon, you're looking to grow your wealth, optimise your superannuation, or simply want to make sure everything is structured correctly — we're here to help you feel confident and in control. Based in Helensvale, we also offer phone and video consultations for clients anywhere in Australia.
- Bachelor of Commerce (Marketing)
- Graduate Diploma in Financial Planning
- SMSF Regulation & Taxation Qualified
- Authorised Representative — Avana Financial Services (AFSL)
- We take the time to understand your situation first
Comprehensive Financial Services
We don't just focus on one piece of the puzzle. Our holistic approach ensures every aspect of your financial life is working together — clearly, efficiently, and for your benefit.
Financial Planning
A comprehensive roadmap built around your life goals. We analyse your complete financial picture and deliver a clear, jargon-free plan you can actually understand and act on.
Wealth Accumulation
Smart, sustainable strategies to grow and protect your wealth over time. We identify opportunities to make your money work harder through investment, contributions, and smart restructuring.
Superannuation
Ensuring you're in the right fund with the right investments and contributions. Small changes here can make a significant difference to what you actually retire with.
Personal Risk Insurance
Protecting you and your family from life's unexpected moments. We review income protection, life cover, and TPD to ensure you're properly covered — without overpaying.
Retirement Planning
Whether retirement is 2 years or 20 years away, we help you understand what a comfortable retirement genuinely looks like for you — and build the plan to get there with confidence.
Estate Planning
Making sure your assets are protected and passed on according to your wishes. We help structure your legacy the right way — for the people and causes you care about most.
Simple, Transparent, No Obligation
We've designed our process to be as stress-free as possible. Here's exactly what to expect when you reach out.
A Coffee On Us
We start with a relaxed conversation — we want to get to know you, understand your situation, and hear what you're working toward. It's as much about making sure we're the right fit for you as it is the other way around.
We Do the Heavy Lifting
We analyse your super, contributions, and investment mix and identify the gaps. We find what most people miss — and work out what could be working much harder for you.
Your Personalised Plan
We put it all together in a written plan — in plain English. Clear recommendations, clear reasoning, and something you can actually read, understand, and act on with confidence.
Frequently Asked Questions
Everything you want to know before reaching out — answered honestly.
What does a financial planner on the Gold Coast actually do? +
A Gold Coast financial planner creates a personalised strategy covering retirement, wealth accumulation, superannuation, personal insurance and estate planning. At Era Financial Planning we take a holistic view — looking at every aspect of your financial life to build a clear, practical roadmap tailored to your goals and timeline.
When is the right time to see a financial planner? +
The right time is when you want real clarity and confidence about your financial future — whether retirement is approaching, you want to grow your wealth, review your super, or simply make sure everything is structured correctly. Most clients tell us they wish they'd started sooner. There's no wrong time to get good advice.
How much does financial advice cost on the Gold Coast? +
The cost depends on your situation and the services you need. We start every relationship with a no-obligation coffee conversation — before we talk about fees. Once we understand your goals, any costs are fully transparent and outlined in your Statement of Advice before any work begins.
Can I work with Era Financial Planning if I'm not on the Gold Coast? +
Absolutely. While we're based in Helensvale on the Gold Coast, we work with clients across Queensland and Australia via phone and video consultations. Gina is an ASIC-registered adviser authorised to provide financial advice nationally — so wherever you are, we'd love to chat.
What is a Financial Services Guide (FSG)? +
An FSG is a legally required document that outlines our services, fees, how we manage your information, and how to raise a complaint. You can download our FSG here.
What Our Clients Say
Real people. Real results. Here's what Gold Coast clients have to say about working with Era Financial Planning.
Let's See If We're
the Right Fit
Fill out the form and we'll be in touch within 48 working hours. We'd love to sit down, get to know your situation, and understand what you're working toward — because finding the right fit matters just as much to us as it does to you.
Send Us a Message
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