Sunshine Coast Financial Planning
Working hard but still feel like you should be further ahead?
We build a plan that turns good income into real progress, whichever stage you're at: starting out, scaling up, or managing wealth you've already built.
No jargon · No judgment · No pressure
Plans built around your life
Advice shaped by your goals and circumstances, never an off-the-shelf template.
Transparent, fixed fees
Fixed fees agreed upfront, no percentage-of-assets charges.
Always in your corner
Privately owned, so our recommendations answer only to you.
Based on the Sunshine Coast
Working with people here, and beyond, in person or online.
What we're about
Level Up Wealth is a Sunshine Coast financial planning practice for people who want straight-talking, holistic advice, not a sales pitch. We work with engaged clients who want a genuine partner in their financial decisions, not someone who just manages a portfolio. Fixed fees, not a cut of your assets, and our advice covers everything from investment strategy to insurance and retirement planning.
Wherever you're at
Three stages. One clear problem.
It's rarely a lack of income. It's income that isn't translating into progress: money leaking out, super and investments scattered, and no time to fix it yourself. Where that shows up looks different depending on your stage.
Starting Out
Good income, no real structure yet. Building the right habits early, before there are bad ones to fix.
Scaling Up
Career, mortgage, kids, and everything competing for attention. Earning well, but not feeling it.
Managing Wealth
More breathing room as costs ease. Making the most of what you’ve already built
Your Adviser
Built around delivering good advice, not a product-first approach.
Level Up Wealth is for people still in the thick of it: building a career, paying down a mortgage, raising kids, and trying to invest properly along the way.
Living on the Sunshine Coast with his family, and he sees the same thing in his clients every day: people working hard and earning well, but wanting more out of it than just the money.
5.6%
Independent research consistently finds that the value of financial advice comes less from picking individual investments and more from getting the overall asset mix right, helping clients stay disciplined through market ups and downs, and structuring things tax-effectively. Multiple studies put the combined value at upwards of 5.6% a year.
Source: Professional Planner, "Where advisers add most value," 5 September 2025, citing Russell Investments' 2025 Value of an Adviser research and Vanguard's Adviser's Alpha research. General research about the value of advice as a category, not a promised outcome for any individual client.
Ready to take the first step?
Book your free, no-obligation intro call and find out what's possible for you.