Platinum Wealth Financial Planning is a leading financial advisory firm catering to households earning over $140,000 who have purchased their first home and are seeking to maximize their financial potential. With a focus on understanding clients’ aspirations and crafting personalized financial strategies, Platinum Wealth Financial Planning aims to empower individuals to achieve their ideal lives. Through a comprehensive initial phone consultation, the team delves into clients’ financial goals, current situation, and vision for the future, offering tailored services to propel them towards financial success.
Founded by Director and Licensed Financial Planner, Chris Young, Platinum Wealth Financial Planning boasts a wealth of expertise derived from years of experience in the financial planning and banking sectors. Chris’s dedication to helping clients define and attain their ‘ideal life’ sets the firm apart, ensuring that each individual receives bespoke financial advice aligned with their unique circumstances. By prioritizing essential financial aspects and fostering long-term progress, Platinum Wealth Financial Planning instills confidence in clients, enabling them to make informed decisions and witness tangible growth year after year.
Operating across Australia, Platinum Wealth Financial Planning leverages technology to connect with clients through convenient video calls, while also offering in-person consultations for those in proximity to the Sunshine Coast. With a commitment to flexibility and client-centric service, the firm accommodates appointments outside regular business hours, recognizing the diverse needs and schedules of its clientele. Through a partnership with Noble Private Wealth Pty Ltd, Platinum Wealth Financial Planning upholds the highest standards of professionalism and regulatory compliance, ensuring clients receive trusted and reliable financial guidance.