Chase Edwards Financial Planning is a proudly owned & operated Australian business located on the Gold Coast, Australia.

Think of our financial advisers as coaches for your money, with the knowledge and experience it needs to achieve its potential. Just like when athletes train for sporting events, clear planning, consistent effort, and the guidance and encouragement of a trusted professional is required for strong performance.

sean mcdonald

"Put a plan in place to make your money work for you"

About

Our skilled financial advisors pride themselves on providing personalised and attentive service to our valued clients. We go beyond just offering financial advice – we take the time to truly understand your individual goals, dreams, and concerns. By establishing this deep connection, we can tailor our strategies to meet your specific needs and aspirations, ensuring a truly customised approach.

Once we have gained a comprehensive understanding of your financial situation, we develop a clear and robust strategy to help you grow your wealth. Our team of experts leverages their extensive knowledge and experience to identify investment opportunities and navigate the complexities of the financial landscape. We strive to optimize your financial growth while effectively managing risks, working in your best interests every step of the way.

We Listen

We understand that you’re an individual, with unique needs and financial goals. 

We Explore

Once we understand your circumstances and desired outcomes, we start exploring. 

We Apply

With a clear strategy in place, we apply our knowledge so you can start growing your money. 

Your Advisor

Sean McDonald

Authorised Representative No 326914 of First Mutual Australia Pty Ltd ABN 42 154 012 085 AFSL 423710

As a Senior Financial Planner, Sean provides clients with portfolio advice and financial planning solutions that enable them to achieve their financial goals and manage their wealth. He has over 20 years’ experience in the financial services industry and has advised clients on two continents.

Sean has an extensive knowledge and track record of advising clients in building their wealth and managing their personal and business insurance risk. He practiced as a solicitor and ran his own financial planning practice in South Africa before moving to Australia and working with a number of large financial planning dealer groups and the banking industry. Sean focuses on providing tailored financial planning, superannuation, investment and insurance advice to his clients.

Sean holds a Bachelor of Law degree and an Advanced Diploma in Financial Services (Financial Planning).

Services

You can trust Chase Edwards Financial Planning to provide guidance and reassurance in a range of areas. That means that no matter what your stage of life or circumstances, we can help you. Our clients can benefit from the following comprehensive services.

Investment Advice

Put the right investment plan in place for maximum returns

We help our clients choose the right investments for their budgets and financial goals. Our team has a thorough understanding of options including term deposits, shares,managed funds and investment properties.

  • The right investment can help your money grow faster than any bank account. However, great returns come with an element of risk. With the guidance of our knowledgeable experts, you can feel confident in your investment decisions.
  • Investments carry varying degrees of risk and potential returns, so it’s important to determine your financial goals to devise the right strategy for you. Short-term goals like purchasing a car or holiday suit different strategies to long-term goals, like saving for life after retirement.

Superannuation

Maximise your super balance for the retirement you’ve always dreamed of

Are you planning to retire from the workforce? Do you want to minimise the tax you pay? We proactively help our clients consolidate, invest, manage, and grow their superannuation funds. Super is proven to be one of the strongest ways to accumulate wealth and save a nest egg for retirement.

No matter how much longer you plan to work, it’s important to understand how much superannuation you will need and how to manage it effectively.

  • Superannuation is the largest investment most Australians will make after buying their own home. The more you understand and pay attention to your super, the greater your chance of achieving your retirement goals.
  • Too many Australians have multiple super accounts which all attract account-keeping fees. We’ll help you identify all your sources of superannuation and consolidate your accounts for the best returns.

Personal Insurances

Protect what matters most in your life

Adequate insurance is the foundation of all successful financial plans. At Chase Edwards Financial Planning, we work to ensure our clients have the right coverage in place to protect what’s important to them. We can help to protect you and your family from financial hardship caused by loss of employment, illness, or injury.

  • Your level and type of insurance coverage will depend on a variety of factors including your age, your income, your family, and any outstanding debts. We take the time to learn who you are and what you need.
  • Our insurance professionals are experts at matching comprehensive policies to our clients. They can help you secure income protection, total and permanent disablement, trauma cover, life insurance, and other essential policies.

Financial Planning

Planning today can give you peace of mind for the future

Our financial planning experts can help you establish money goals and keep you on the right track to make sure you achieve them.

No matter how old you are, strong financial planning will help you recognise your dreams and give you confidence that your financial plans are within your reach.

  • Once our experienced financial advisers understand who you are and your financial goals, they’ll put the right plan in place to take you where you want to go.
  • Your finances are as unique as you are. Our financial advisers take time to assess your financial circumstances and listen to what you hope to achieve before putting a plan in place.

Self Managed Superannuation Funds (SMSF)

Taking Control of Your Financial Future

Have you ever considered taking your retirement savings into your own hands? With a Self-Managed Superannuation Fund (SMSF), you have the opportunity to manage and grow your superannuation with a personalized approach. An SMSF allows you to make investment decisions that align with your financial goals and offers greater control over your retirement savings.

  • Diversify Your Investments: Unlike traditional super funds, an SMSF gives you the freedom to invest in a wide range of assets, including property, shares, and alternative investments.
  • With an SMSF, you have the flexibility to tailor your investment strategy to your unique circumstances. From asset allocation to tax planning, you can adapt your approach based on market conditions and personal goals.

We’d love to talk about what matters to you...