Hillross Mermaid Beach
Est 2012
7/2519 Gold Coast Highway, Mermaid Beach QLD 4218
We believe that wealth gives us more choice about the way we want to live. Creating and protecting wealth doesn't happen by chance. To get good financial results, you need good financial advice. That's where we come in. Our approachable advisers take a personal interest in your financial and personal goals. We talk in plain English. With the complexity and changes to income tax, superannuation legislation and Centrelink, you and your family can benefit from a professional financial adviser to avoid costly mistakes, keep on track, simplify your financial life and have someone to talk to and trust.
What's your idea of Financial Freedom?

& Memberships

  • AdDFP
  • AFP® (FPA)
  • SMSF Accredited Advisers
  • Commissioner for Declarations
  • Member of the following institutes:
  • Financial Planning Association of Australia

Areas of

Self Managed Super Fund
Transition to retirement

Many clients come to us worried about aspects of their financial future – their ability to retire when and how they dream, interruptions to their plans if something happens to them or their family or concerns about their household savings and interest rates. Unlike many other financial advisers, we have expertise in all three of these areas – not just superannuation, but also insurance and property – all under the one roof, one team and one combined plan. By working with us, you can take these worries out of your life by avoiding costly mistakes, keeping on track, simplifying your financial life and having someone to talk to and trust. As a result, our clients know we are there for them at every step of the process – and we’d like to be there for every step of your financial future.

Meet our team

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Holley Lucey
Principal Adviser

Holley educate’s her clients, providing them with the discipline, structure…

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Shane Lucey
Financial Planner

Shane’s mission as a Financial Adviser is to help clients maximise their true…

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