New Wave Financial Planning - Mermaid Beach, Queensland

Amanda R.

Wayne always does a great job with our finance Appointments that we have every year and during the year. We really appreciate everything you do. Thank you so much from David and Amanda Rowe.

Amber

Although New wave communicated professionally, I was redirected elsewhere as I am an individual wanting financial advice for growth, investments and planning. I was told that because I do not have a business they couldn’t help me. This was disappointing as their website says they do more than just businesses and misleading.

Vanessa R.

We’ve been working with Wayne for some time now and he has been nothing short of outstanding. His expertise and professionalism have made a significant impact on our financial situation, helping us achieve a more secure and strategic position. On top of that, Wayne’s friendly and personable approach makes him a pleasure to work with. We truly value his guidance and highly recommend him to anyone seeking expert financial advice.

paul K.

I had the absolute pleasure of working with Katie at New Wave after she reached out to me about renewing a policy I had long considered dead and buried. Over the past ten or more years, I had made numerous unsuccessful attempts to cancel it directly with the company holding the policy, eventually placing it in the "too hard" basket.

Then along came Katie’s email.

Over the next few months, Katie went above and beyond to ensure I was comfortable with the process of canceling the policy, which had originally been set up by my father over 40 years ago. With patience and diligence, she methodically worked through the necessary steps—transferring ownership of the account to my name and ultimately securing its cancellation. To top it off, I even received a nice refund in the end.

Thank you so much, Katie—I only wish you had found me ten years earlier!

hazel I. C.

I have been a client of New wave Financial for years now and could not reccomend them highly enough. Thankyou Wayne and team.

Pam W.

Big thank you to Wayne and the team at New Wave Financial Planning. Wayne listens and is interested in how you want your life to look in retirement then goes about explaining how that can be achieved. I feel grateful to Wayne I don't even think about my finances anymore I know they are being well looked after. Our meetings are informative and professional and the final decision about what I want is always mine. Thanks again Wayne for all of your advice and assistance and I would highly recommend Wayne and New Wave Financial Planning to anyone who wants to make the most of their finances in retirement.

Albie F.

fantastic service from Wayne and the team! Highly recommended to all looking for insurance options!

Ashley F.

I went to New Wave after a life changing end to my career. Seeking how best to secure my future. The level of professionalism and expertise the New Wave team have displayed has exceeded any and all expectations, perfectly blended with genuine personal touch. Wayne in particular has been exemplary. I am now confident in my future financially, near and far, which is a huge weight off my shoulders. I cannot recommend more highly. Thank you to the team at New Wave!