Financial Planning
Tanner Jordan Wealth is a financial planning firm based on the Gold Coast servicing Australia-wide.
Our goal is to provide wealth accumulation and wealth protection to individuals, families and businesses.
We provide a holistic service specialising in the below areas of advice.
Superannution | Self-Managed Super Funds | Retirement Planning | Investments | Personal Insurance
Google Reviews
“I recently had the pleasure of working with Tanner to establish a self-managed super fund, and his expertise and experience made all the difference. After years of hesitation, his guidance gave us the confidence to move forward. Tanner was incredibly helpful, answering all our questions and steering us in the right direction. I highly recommend Tanner to anyone seeking assistance with wealth management”
“Tanner helped us set up our self managed super fund, his knowledge and support gave us the confidence to set up the fund and made it a lot easier to understand our needs for retirement. I would highly recommend Tanner for anyone looking for financial advice.”
“Tanner Jordan has been a pleasure to work with. As a young family having our finances geared in such a way that we can accumulate and protect ourselves is essential and Tanner’s customer service approach has been very valuable. I would not hesitate to recommend his services.”
“We recently met with Tanner regarding property considerations in relation to planning for retirement down the track. He was thorough in his approach in providing guidance, considerate taking into account our personal situations, an excellent listener, and he was prompt in providing information and advice. I am very thankful for his guidance.”