Novare Wealth

Novare Wealth At Novare Wealth, we’re not just financial planners—we’re your financial partners.

Together, we’ll create a plan that supports your goals today and helps secure the future you envision.

Many people come to advice with financial questions that are really lifestyle questions.They may ask:· Can we afford to ...
16/09/2026

Many people come to advice with financial questions that are really lifestyle questions.

They may ask:
· Can we afford to retire earlier?
· Can we travel more?
· Can we help our children?
· Can we reduce work without putting our future at risk?
· Are we able to enjoy more now, or should we keep saving?

These questions are not only about money. They are about priorities.

At Novare Wealth, we believe planning works best when it starts with lifestyle, not just balances, returns or products.

13/09/2026

“How much money do I need for retirement?”

It’s one of the most common questions I get, and there isn’t a one-size-fits-all answer.

The amount you need depends on the lifestyle you want, when you plan to retire, your income needs, existing assets, superannuation and how long your money needs to last.

Retirement planning is about bringing all of this together and modelling what your future could look like, so you can understand whether you’re on track and what may need to change.

The earlier you have clarity around your numbers, the more options you have to shape your retirement strategy.

This advice is general and does not take into account your objectives, financial situation or needs. Get in touch to start planning with a clearer picture of what your retirement could look like.

We’re not just financial planners. We’re your financial partners.That means ongoing guidance, regular reviews, and advic...
09/09/2026

We’re not just financial planners. We’re your financial partners.

That means ongoing guidance, regular reviews, and advice that evolves as your life, goals and circumstances change.

It’s a long-term relationship focused on helping you make informed decisions with clarity and confidence.

Get in touch to start a conversation about building a long-term financial partnership.

06/09/2026

Retirement is the time when liquidity really matters.

Property can be a valuable part of a long-term wealth strategy, but it can also be difficult to access when you need the money. Selling takes time, comes with costs, and you can’t simply sell a portion of a property to fund your next few months of expenses.

Having accessible investments and cash alongside property can give you greater flexibility to fund your retirement without being forced to sell an asset at the wrong time.

The right balance will depend on your goals, income needs and overall financial position.

This advice is general and does not take into account your objectives, financial situation or needs. Talk to us about building a retirement strategy that considers both long-term growth and access to your money.

02/09/2026

I’ve lost count of how many super funds I’ve come across without a valid death benefit nomination.

It’s an important part of making sure your super is dealt with according to your wishes, but the rules can be complex and the right approach depends on your circumstances.

Review your nomination with your financial planner or estate planning lawyer to make sure it aligns with your broader plans.

This advice is general and does not take into account your objectives, financial situation or needs.

Selling an investment property can create significant tax implications, but with the right planning, it can also open up...
30/08/2026

Selling an investment property can create significant tax implications, but with the right planning, it can also open up new opportunities.

We work closely with clients before and after major financial events to structure outcomes in a way that’s considered, tax-aware and aligned with their broader goals.

Clear advice, tailored to the situation, makes all the difference.

27/08/2026

A good emergency fund gives you a buffer when unexpected expenses or changes to income come up.

A useful starting point is 3-6 months of essential expenses. For homeowners with a mortgage, keeping this cash in an offset account can also help reduce the interest you pay while keeping the funds accessible.

Review your cash buffer regularly to make sure it still reflects your circumstances.

This advice is general and does not take into account your objectives, financial situation or needs.

Financial advice doesn’t have to feel distant or transactional.We value real conversations, taking the time to understan...
19/08/2026

Financial advice doesn’t have to feel distant or transactional.

We value real conversations, taking the time to understand your situation properly and talk things through in a way that makes sense.

Visit our office on the Gold Coast or give us a call to receive personalised financial advice tailored to your circumstances, goals and objectives.

16/08/2026

A Reversionary Pension can help ensure your super income continues smoothly to your chosen beneficiary, while also influencing the tax position and structure of your estate.

Getting the setup right is key to making sure it aligns with your broader financial and estate planning strategy.

Speak with us to review whether your super is structured the right way for your intentions.

Meet the team behind Novare Wealth.We believe financial freedom starts with a solid plan tailored to your unique goals. ...
12/08/2026

Meet the team behind Novare Wealth.

We believe financial freedom starts with a solid plan tailored to your unique goals. With years of expertise in financial planning, investment management, and wealth building, we’re here to guide you every step of the way.

Our mission is to empower individuals, families, and businesses to make informed decisions about their financial futures. We combine proven strategies, personalised advice, and cutting-edge tools to help you grow and protect what matters most.

Whether you’re planning for retirement, saving for education, or building a legacy, we’re committed to providing clarity, confidence, and peace of mind. Together, let’s turn your vision into reality.

Address

80-82 Upton Street
Gold Coast, QLD
4217

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61735437700

Website

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