Impact Wealth is a financial planning firm based in the Sunshine Coast and North Brisbane, dedicated to helping clients achieve their retirement dreams while making a positive impact in the local community. Established in 2013 as MLC Advice Buderim and rebranded as Impact Wealth in 2020, the company focuses on providing personalized retirement solutions, expert financial guidance, and holistic client care. With a social impact focus and empowering style, Impact Wealth aims to maximize clients’ financial positions, offer freedom from financial stress, and provide clear, judgment-free money talk.
specialising in retirement planning, superannuation optimization, age pension strategy, debt management, and more, Impact Wealth offers a range of services to help pre-retirees navigate the complexities of financial planning and secure their financial future. The team at Impact Wealth is highly educated, experienced, and motivated to assist clients in realizing their retirement aspirations. Additionally, the firm is committed to giving back to the community by partnering with OzHarvest to donate meals for every year of retirement managed on behalf of clients.
By prioritizing people above all else, Impact Wealth cultivates lasting relationships with clients, offering personalized and meaningful financial planning services tailored to individual aspirations and concerns. With a focus on clarity, connection, choice, and freedom, Impact Wealth empowers clients to take control of their financial futures, make informed decisions, and enjoy a fulfilling retirement. Through continuous education, communication, and monitoring, the firm ensures that clients are well-equipped to navigate the complexities of retirement planning and achieve their financial goals.