Financial Planner Gold Coast

The BISCosgrove, Financial planner Gold Coast team have a full of life approach to financial planning – is about so much more than just investment.

With the benefit of our own Australian Financial Services Licence (AFSL), along with a fee for service approach, we have been providing our clients with creative solutions to their financial complexities for nearly two decades with our Financial Planner Gold Coast team.

Download Our Financial Services Guide
GET IN TOUCH

OUR PHILOSOPHY IS SIMPLE

We focus on the things that we can control, while working with you to define your goals and providing you with the tools to achieve them.

Our ongoing role is to keep you in your seat, maintaining the perspective and discipline that you will need to give you the best chance of success.

Your first meeting with us here on the Gold Coast is complimentary.  We call this our Discovery Meeting and helps us to understand what keeps you awake at night, with the view to helping you solve any problems or improve on your existing scenario.

Financial Planner Gold Coast

I have been a client of Biz Cosgrove for over 7 years now and I cannot recommend their services highly enough,  in particular, Justin Doyle, who is my Principal Advisor.

My first interactions were at a devastating time of my life when my brother had died unexpectedly, even more tragic was the fact that he had a 2-year-old son and young wife.  My brother had requested that his best friend and I jointly manage his estate and act as trustees for his young son until he turned 18.  The estate was not substantial by today’s standards, and we were both referred to Biz Cosgrove by friends and colleagues who could not recommend them highly enough, not only for their expertise but client care.  In no time Justin had taken on our case and has successfully grown the initial investment to ensure an excellent future for my nephew and continues to do so.  As a result, I then asked Justin to take over my superannuation.  As a single parent who had not worked for quite a few years whilst my children were young, I had very little super and needed a plan urgently.  Again, Justin worked his magic, I continue to take Justin’s advice and feel secure that by retirement I will be in a much better position than if I had not chosen to use the services of Biz Cosgrove.  One thing that I really appreciate about Justin is that he has never tried to sell me products that I don’t need and has always explained patiently why he has recommended a product, I am referring to Income Insurance which I did initially balk at due to the cost.  Again, I took Justin’s advice and low and behold if I didn’t need it and if I had not, I would have honestly lost everything I had worked so hard for.

If you are looking for a financial advisor who regardless of your wealth, will provide not only excellent advice but also exceptional customer service with the personal touch, then don’t look any further than Biz Cosgrove, you will not be disappointed.

Jo Rackham

When we initially spoke to Justin at BIS Cosgrove, we felt that we had a pretty good handle on our finances but we wanted to ensure we were doing everything possible to get the most out of our earnings and savings and also ensure we were properly protected financially if a tragic event were to occur. After a thorough appraisal of our personal and financial situation, Justin presented us with a strategy focused on our long term financial goals and ensured we had adequate insurance in place to protect our young family. Justin’s straight talking, candid approach to financial advice helped us to develop that trust with him and know that he has our best interests at heart. We would recommend Justin to anyone that wants a no nonsense, holistic approach to their financial well-being.

Jodi and Nathanael Hamilton

Thank you so very much for helping me achieve my financial and retirement goals. I could not have done it without you. And thank you for caring.

Debbie Reid

Justin and the team from BisCosgrove were helpful and professional all the way. They were approachable and offered advice that suited our needs and met our expectations. Their friendly disposition meant that we felt comfortable asking questions so that we understood the process of setting up our SMSF. I definitely recommend their team for any financial planning needs.

Jennifer and Paulo Gennari
Financial Planner Gold Coast

Our authorised Financial Planner Gold Coast Team representatives under the BIS licence are:

Brian Cosgrove
Authorised Representative Number 244755

Renee Gamble
Authorised Representative Number 244846

Justin Doyle
Authorised Representative Number 295767

Darin Trounce
Authorised Representative Number 1236910