Financial Advice
Sunshine Coast

Make the most of your time & income by using our team to help you with Wealth Creation, Risk Protection, Superannuation and Retirement Planning . Poole and Partners Investment Services provides ethical advice not tied to any institution or product provider.

“We measure our success over time, by the longevity of our relationships and our overall positive impact for clients.”

Get in Touch

Poole and Partners Investment Services Sunshine Coast

At Poole and Partners Investment Services we provide all financial services from Wealth Creation to Risk Protection; Retirement Planning and Superannuation. We are based in Maroochydore on the Sunshine Coast, but service clients throughout Australia. At Poole and Partners Investment Services, we’re not bound to any institutions or product providers, instead we provide ethical advice which is chosen for you and your individual requirements.

So, what services do we provide?

Investments & Superannuation

We can help you identify your financial goals and assist you to implement achievable, understandable and cost-effective ways to turn those goals into a reality.

Personal Insurance

Insuring yourself or a family member with a personal insurance policy is the most effective way to cover lost income to maintain the lifestyle of you and your loved ones in case of an accident or illness.

Our aim is to help families understand the complexities and costs involved with Aged Care, as well as assistance through the process of preparing for admission into care.

Who We Are

Poole and Partners Investment Services’ Founder, Mr Keith Poole was an absolute gentleman and crafted his investment services with the utmost honest and professional manner possible. He had a foundation of knowledge, a high level of respect and integrity and good old-fashioned values.

Having had the privilege to work for him for his delivery of Accounting Services and Investment Services, was an honour. Keith had a lot of respect by his work colleagues and was a fierce competitor on the bowling green, having won a Commonwealth Games gold medal.

Our name of Poole and Partners Investment Services is a way of respecting old-fashioned values that are inherent in our value proposition for our clients. We measure our success by the long-term relationships we have with our clients and our journey together looking after their families’ wealth through generations.

Our philosophy is considering and maintaining blood line wealth as much as we can with the help of other professionals to help ensure client financial security is front and centre of every piece of advice we give.

Let's Begin Your Journey

Contact Financial Planner Sunshine Coast

Contact Us

Let's Get Started!

Contact us to arrange an appointment. We can come to you. You can come to us. Or if you prefer a phone appointment we can arrange a time that suits.

Information Collection

Provide Us With Some Info

We may ask you to complete a Third Party Authority prior to your appointment so we can obtain as much information as possible on your existing investments, superannuation or insurance

It's Time To Meet

Either In-person or Online

Our Adviser will gather information at your first meeting to obtain a clear picture of your Goals and Objectives

Relax While We Work

Putting All Your Solutions Together

Based on exceptional resources available and Adviser experience, research will be made on options best suited for your situation

We'll Present Our Recommendations

Either In-person or Online

A Statement of Advice will be prepared for you with our recommendations

Together For The Long-term

Achieving Your Goals

Our long-term partnership with you begins.

Why Choose Us?

We're Experienced

Whether you come to us for Insurance, Investments, Superannuation or Retirement Planning, our experienced, credentialed team of professionals are dedicated to helping you, quickly and efficiently. You can rely on us for honest, practical advice.

You're Important

We're passionate about working alongside our clients and understanding their individual challenges and priorities. Every client is important to our business, no matter the size of their portfolio or the amount of services they require.

We Want You to Be Financially Secure

Securing a strong financial future is what it's all about. We want our partnership to be successful and we'll work hard to achieve your goals for you.

What Our Customers Say

Daniel

I wanted to thank you for your help on my insurance claim with processing the needed paper work and making everything easy. Thanks again.

Polly

Thank you so much Hayden and Robyn for your attention to this for us. We sincerely appreciate the assistance that you both have provided us and look forward to further association with you both, and Poole & Partners Investment Services. Our best wishes.

Justin

I’m very thankful for Amanda’s help and what she did for me and the clarification on everything. I will go on to say she is a great employee off Poole & Partners Investment Services in my eyes and definitely an asset to the company. Many thanks to her and all the team once again.

Our Service Area

While our office is based in Maroochydore on the Sunshine Coast, QLD, the majority of our team work remotely from home. This provides flexibility in being able to assist you anywhere within Australia. It not only improves our client relationships and satisfaction, but it allows for our team to improve their work-life balance. If you'd like to find out more about our financial services and how we can work together, please get in touch, we'd be happy to chat.

Financial Advisers Sunshine Coast

(07) 5450 9898 Office 1, 33 Sixth Avenue, Maroochydore, Qld, 4558

Financial Advice
Sunshine Coast

Poole and Partners Investment Services Sunshine Coast