why choose us

Free, no obligation initial meetings – a comfortable environment to discuss your current financial situation and your future lifestyle and financial goals.

Experience – SPP advisers average 19 years of experience within the finance industry. We’ve seen the good times and the bad and we know how to help you get through the downturns.

Peace of mind – we work with you, as well as other professionals such as your accountant or lawyer, to alleviate the worry money can cause.

Genuine lifestyle approach to financial planning – not just a label – it’s the way we do business. We’re here to help you live the life you want.

Accessibility – open access to your adviser, with a second adviser on hand who knows your file well, plus a dedicated administration assistant.

For our travelling retiree clients – we do business with you wherever you are.

No failed investment schemes – SPP have not been associated with any failed investment schemes.

IFA best practice in Australia award – the industry has judged us and has confirmed we are getting it right.

Quality support staff – all our advisers and the majority of their support staff are tertiary qualified, and all of our advisers are qualified above industry standards.

Size means security – SPP administer $500 million worth of our client’s investable funds. As a business owned by ipac (which is in turn is owned by AMP - one of Australia’s largest and most established financial services companies), SPP is a financially secure entity.

Local presence, global backing – while SPP is centrally based on the Gold Coast, ipac and AMP have offices located globally.

Longevity – the SPP name has been on the Gold Coast for 8yrs, however the original principals have been on the Gold Coast for more than 25yrs.

One stop shop – we have an in-house tax service, estate planning and legal service (including free Justice of the Peace and Commissioner of Declarations certification of your legal documents).

Specialist knowledge – we offer help with easy and complicated Centrelink matters.

Family Groups – Related clients (Parents, Children & Siblings) benefit from fee discounts and peace of mind, knowing your family is receiving the same quality advice and friendly service you receive.

Strong professional network – we work with your solicitor/accountant to get the best result for you and if you dont have one, we can refer you.

The latest in client database and workflow technology – ensuring efficient processing and privacy of your information.

Free education seminars – ask us about our regular free seminars on a range of topics that may be of particular interest to you.

Community involvement – in the last 12mths our staff have supported – Qld Cancer Council, Breast Cancer, Smiths (Steps Program), Surf Lifesaving Qld, MacLeod Accommodation Service, Sids Kids, Victoria Bush Fires, Currumbin Wildlife Sanctuary, FEMS Group, Kokoda Challenge and Dune Care.

On the air – SPP is on the air each Thursday at 9.30am, with an educational, talkback radio segment on community radio station 4CRB 89.3FM

Quarterly printed and regular e-newsletters – SPP keeps you informed on current financial topics and happenings at SPP.

Car parking and public transport accessibility – SPP has plenty of free and easily accessible car parking with wheelchair access and a bus stop at the front door.