ABOUT US

Our Story

Your Wealth Corporation has been on a journey of growth since opening its doors in July 2008.  And when we say “opening its doors”, we’re referring to the door of a spare bedroom in a suburban Gold Coast home. We didn’t start with city views and board room tables, instead we chose to focus on building relationships with our clients, while providing them with excellent service. A decade later, we work out of a modern office in Mermaid Beach, however our commitment to add value to our clients’ financial world is as strong as ever.

In our short history we have learned some valuable lessons – lessons that we continue to draw from each day. We understand that great things take time – there is no such thing as overnight success. But we know with certainty that your goals CAN be reached , and your success CAN be achieved – but it requires that you make sound decisions over time, and seek out expert advice when you need it.

As a business, we believe that we will succeed if we can help you succeed, and we are passionate about doing just that.

Our Financial Advice Services

Our experienced Financial Advisers can assist you to:

  • Consolidate your Superannuation, and make sure you are in a low cost, well performing Super fund
  • Find your lost Super
  • Ensure your money (including your Super) is invested appropriately, consistent with your goals and personality
  • Arrange suitable insurance to protect you and your family’s financial future
  • Plan for your retirement
  • Help you get in control of your cashflow with a realistic budget
  • Accelerate the growth of your retirement savings
  • Legally minimise your tax

Although you can access any of these services individually, all of these service are included in our holistic financial advice and retirement planning program that we call Your Wealth – Your Way. Please click on the button below to learn more about our Your Wealth – Your Way program.

Our Financial Planning Team

Jace Cosgrove Financial Adviser
Aymeric Lecole Financial Adviser
Joubine Bernard Paraplanner
Daniel Bridges Financial Planning Administration

Our team of professional accountants can help you with:
  • Personal tax returns
  • Company & trust tax returns
  • Setting up legal entities (e.g. company, trust, SMSF)
  • SMSF administration and compliance
  • Tax planning

Our Accounting & SMSF Compliance Team

Belle Madison Office Manager
Natalie Cosgrove Senior Accountant
George Polak Senior Accountant
Penny Gu Accountant
Claudine Smyth SMSF Administration