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Align your financial plan with your personal
goals utilising professional and expert advice.
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SUCCEED
Achieve your financial and personal goals
and give yourself a rewarding future.
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Empower yourself and your financial future
with the expert knowledge you need to
achieve financial independence.
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Generation Private Wealth

Financial Planning Gold Coast. Offering expert financial education for those at any stage of life that want to plan for a better financial future.

Financial Planning Gold Coast
Who are we?

Financial Planning Gold Coast. Generation Private Wealth is a boutique financial planning practice based on Queensland’s Gold Coast.

We are agile and fluid in our approach to financial planning and offer a wide array of options and products to help you achieve your financial goals. Our belief is that successful financial planning stems from empowering our clients with the knowledge they need to grow and as a result succeed.

We offer strategic and holistic financial advice in areas such as debt reduction, budgeting and cash flow, superannuation, investing, tax reduction, risk management, retirement and much more.

No matter what stage of life you’re in, we can help you plan for a rewarding future, as a result giving you financial independence.

MEET THE TEAM

Our Services

HOW WE CAN 

HELP?

FINANCIAL GOALS

Align your financial plan with your short, medium and long-term goals

INVESTING

Assist your Super and start building wealth through diversified investments

SUPERANNUATION

Understand your Super no matter what stage of life you’re at and create more wealth

BUDGETING & CASH FLOW

We can teach you how to take control of your spending, but still have a life

RISK MANAGEMENT

Protect yourself and your loved ones by insuring yourself, your assets and income

ESTATE PLANNING

Facilitate estate planning designed to transfer your assets tax effectively and with minimal impact on your loved ones

DEBT REDUCTION

Forget a 30-year mortgage, let us teach you how to pay it off sooner

TAX MINIMISATION

Learn how to reduce your taxable income and pay down debt sooner

RETIREMENT PLANNING

We can teach you how to make your nest egg last

Specialized Team

Our Amazing Staff

Financial Planning Gold Coast

PAUL RICHARDSON

SENIOR FINANCIAL PLANNER
More about Paul
Sallyanne-fixed

SALLYANNE COOK

SENIOR FINANCIAL PLANNER
Screenshot_20221012-092628_Photos

SIMONA NUELEANU

CLIENT SERVICES OFFICER
Robyn

ROBYN ROWSON

OPERATIONS MANAGER
MEET THE TEAM

Choosing to work with Paul has been the best financial decision we’ve ever made. Paul has taken the time to get to know us as people, and we love coming in and seeing the team as we feel right at home. Paul and the team have developed a plan which takes into account our priorities and goals, and manages to balance them into a personal finance system which is super easy to follow and manage. Just as how even Roger Federer has a tennis coach – Paul is our financial coach. We highly recommend Paul to anyone who wants to take charge of their personal finance. – Alyshia and Mark

Alyshia & Mark QLD

“Having previously been let down in numerous ways by big company advisors, it has been a pleasure to work with Paul and Generation Private Wealth. The bespoke personal service they provide gives you confidence in the planning and decision making, whilst feeling personally supported. The company has guided us through challenging personal times and in turn has helped us achieve a long list of personal goals that allows us to look to the future with certainty and a great amount of optimism. They have helped reshape our lives.” John N.

John QLD

“Paul and the team at Generation Private Wealth have helped us enormously in identifying and achieving our financial goals. From our very first meeting, they have displayed a very high level of professionalism and expertise and have also demonstrated a genuine care and concern for their clients. We have never been in such a strong financial position before and we are now in the process of building a strong financial future for our family. We are incredibly grateful for their continued support and we can’t recommend them highly enough. Thank you again Generation Private Wealth!” Mikael & Josephine

Mikael & Josephine QLD

"We have been a client of Paul and the team at Generation Private Wealth for around 5 years now, during this time Paul has shown us how to budget our finances to not only save but enjoy ourselves as well. In that time he has helped us achieve our goals of living overseas and saving for our first home while in our twenties." Dan & Hannah

Dan & Hannah QLD

Thank you so very much for all your patience, advice and encouragement to date regarding getting our family’s future on track. You have been a wonderful asset to us! Looking forward to our next meeting and the year ahead. Anthony & Bianca

Anthony & Bianca QLD

Hi Paul, We met three years ago, just prior to me being diagnosed with breast cancer. Without the plan and actions you put in place, the treatment I required would have ruined me financially. Thank you! Nicole

Nicole QLD

Hi Paul, I would just like to say thankyou for simplifying my life. Six or seven years ago I came to you with no idea of money management. You made suggestions, explained what would be the best way to go with my finances, then went ahead and arranged it all. I thank you for your understanding, patience, knowledge and kind heart. Thankyou. Robyn

Robyn QLD

We first met Paul and the team in May 2019 after feeling frustrated with our money not working hard enough for us. The strategy that Paul recommended for us has transformed our financial outlook while also protecting our families future. We were met with a very positive attitude throughout the process and we continue to be impressed with the level of service and attitudes from everyone in the team. Everything is explained in plain English which we have found very helpful. We recommend Paul and his team to anyone looking to protect their financial future. Thankyou. Greg & Bec

Greg & Bec QLD

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Testimonial

What Our Clients Feel.