Swell Financial Planning, with offices in the Gold Coast and Yeppoon, offers tailored financial solutions to clients across Australia. The company believes in the transformative power of sound financial advice in helping individuals achieve their dreams and goals. By providing guidance on setting and managing financial objectives, organizing finances, and making informed decisions, Swell Financial Planning aims to empower clients to take control of their financial future.
Founded by Luke Shrewsbury, a seasoned financial advisor with over a decade of experience, Swell Financial Planning prioritizes client needs above all else. Luke’s commitment to transparency, integrity, and ongoing education ensures that clients receive up-to-date and personalized financial plans. The company’s philosophy revolves around delivering value and service by focusing on the client’s best interests, rather than promoting specific products or services for financial gain.
With a team led by Luke and supported by Whitney Shrewsbury, Swell Financial Planning offers a range of services, including financial health checks and fixed service fees tailored to individual advice needs. The company’s dedication to providing clear, jargon-free advice in plain English sets it apart in the industry. By guiding clients through life’s financial decisions and empowering them to make informed choices, Swell Financial Planning aims to help individuals create the life they desire without being hindered by financial confusion or stress.