Grow and safeguard your hard-earned wealth

Financial advice and estate planning for over 50s.

Gold Coast & Sydney Financial Adviser

Professionally or in business you're at the peak of your powers -
you want your financial life to be firing on all cylinders too.

At Swinbourne Wealth & Protection, we help you get your financial ducks in a row to make financial and life decisions with conviction and confidence. We help you steer your ship in the right direction, so you can enjoy your fabulous 50s with the comfort that the future is secure.

Your financial life: Checked and balanced

Feel lighter with simplicity

Streamline your financial life with a smart, tax-efficient structure, simplifying and securing your wealth.

Make choices with confidence

Know where you're heading and navigate big decisions with assurance with an experienced team as your sounding board.

Safeguard your legacy

Protect and preserve your wealth for generations with a comprehensive, forward-thinking estate plan.

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Get a game plan to follow

When you're busy focusing on your career and business, it's easy for your finances to become complicated and unruly.

It's also easy to end up down a rabbit hole with a confusing array of options and directions to choose.

We take the guesswork and gut instinct decisions out of the equation, showing you how to use your existing assets and cash flow best to grow your financial footprint and preserve it across generations.

We take a strategic, long-term view of your financial life and reverse engineer a plan backed by data-driven decisions aligned with what's most important to you.

Helping smart people make savvy financial decisions

We love unravelling complexity, finding deep satisfaction in lifting the weight of uncertainty from your shoulders.

We get to know our clients, having honest conversations about wealth, health and relationships. Our commitment extends to building lasting relationships with our clients, often sitting on family boards and facilitating multi-generational planning.

Jason F.

Working with Swinbourne WP has been a game-changer for our family. They didn’t just manage our numbers; they helped us discover what’s possible. With their guidance, we reorganised our superannuation and investments into an engine for growth, secured our future with smart insurance choices, and created an estate plan that gives us real peace of mind.

Most importantly, Justin and his team really listen and see the people behind the portfolios. Their advice is transparent, well-researched, and always tailored to our circumstances and specific needs. We’ve paid off our home, built genuine confidence in our future, and are excited about what’s next. For anyone serious about turning financial goals into reality, I highly recommend them. Thank you.

Annie M.

very happy with Swinbourne's advise which is allowing me to enjoy my retirement in style. I can't fault the service I am receiving from Justin and his team so highly recommend them.

Scott N.

I've been with Justin and his team at Swinbourne for approximately 5 years now, and they have managed to ensure that my financial future is well secured.
Working for the government, I was in the stereo typical superannuation rollercoaster, and a local accountant suggested that I contact Justin and his team, and quite frankly, I've never looked back.
I have suggested Swinbourne to various neighbours and work colleagues of how good this company has been for me and my financial freedom when that time comes.
I can't thank Justin and his team enough for what they continually do for me and my future.
I highly recommend them to anyone considering going down the path of having a self managed super fund, like me, I believe that you won't regret it.

Kel M

If you're in the market for a thorough, inventive and dedicated financial advisor then SWP are your people. A good financial advisor will advise, a great one will challenge status quo and exceed every expectation. These guys fully nail the brief.

Andrew U.

Our family has been doing business with Justin and the team for many years now. Throughout this period, we have required assistance on a variety of financial matters and have always found the advice and service to be at a premium. You cannot beat a friendly and reliable face at the end of the phone.

James T.

We started dealing with Justin at Swinbourne 12 months ago. This has been a terrific financial decision for my wife & I. Our portfolio has performed very well. We love the transparency and Justin takes the time to explain everything, through discussing our wants and needs in great detail. Thankyou.
Jim

Peter R.

We've been working with Swinbourne Wealth & Protection for several years. With their help we were able to define our financial goals, develop a plan to use the equity in our home to build wealth, ensure we had the right insurance protection and an estate plan in place. Through our work with them we've been able to pay off our home and stay on track to meeting our financial goals.

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