Achieve the perfect balance:
Thrive today and secure tomorrow

Personal Wealth Planning Tweed Heads, Coolangatta, Gold Coast

Use your money as a tool to enjoy what’s most important

Life is busy, and lining up the elements of your financial world can seem overwhelming. You might be wondering where to start.

Or perhaps your days are less hectic now you’re not juggling as many responsibilities, but you’re overwhelmed by all the financial options on the runway to your version of retirement.

Let’s fix that.

wealth planning tweed heads

Made-for-you advice

What you want out of life shapes your wealth plan and investing approach. At Fuse Wealth we’re all about making your money work with purpose.

Collaborative experience

Wealth management at Fuse Wealth is a collaborative partnership where your version of success shapes every financial decision we make together.

Transparent fees

We charge flat dollar advice costs that are based on the complexity of your situation and plan and the funds we invest for you.

For those who want to balance the present you and future you

A single-team approach to make your life easier: accounting, tax and financial planning services for businesses and individuals.

Can you relate?

High Earners

High earners not rich yet

Sometimes, you feel like you’re treading water—earning a great income but not getting anywhere. You know you don’t want to work this hard forever, but you’re unsure whether paying down debt, investing, or contributing to super will get you there faster. And with a family relying on you, you worry about what would happen if you couldn’t work.

Business Owners

Business Owners

Your business is in a good place and you’re able to bring more wealth regularly into your personal life. You want to ensure that you’re building your retirement nest egg along side your business nest egg.

Empty Nesters

Nearly empty nesters targeting early retirement

The kids are finally ready to leave the nest (hooray!), and your focus is turning towards a new chapter. You believe you’ve done all the right things financially, but as retirement or the prospect of any early one approaches, you wonder if you have enough. You’d like to clearly see your options so you can feel excited and not anxious about what’s next.

Getting better with age

Getting better with age

The hard work is done, and you’ve found a new dynamic. You’re fortunate to have a great income, but you’re not sure what you should be doing with it. You’re scared to spend because you don’t want to run out, and you’d like guidance on how to structure your finances to create a comfortable retirement.

How we help

Get a personalised plan that defines your lifestyle now and in the future with a roadmap of the financial steps to get you there. Learn More

Spending less than you earn is the foundation of financial success. Learn how to direct your free cash flow to grow your wealth.

Confidently know how to manage bad debt and use good debt to build wealth faster.

Grow wealth and generate a passive income through a personalised investment plan that considers all the wealth-creation elements at your disposal.

Save mountains in tax, profoundly grow your wealth, and live comfortably on a tax-free passive income stream in retirement by harnessing the power of superannuation. Learn More

More wealth equals more pressure to keep the money coming in, whatever life throws your way. Get peace of mind with a well-structured personal protection plan.

Make the most of your working years, whether there are few or many left. Get a strategy and plan that means you can retire on your terms. Learn More

We work with the Fuse Wealth Accounting team to structure your wealth to tax-effectively protect it for future generations.

We believe that the best outcomes for clients are achieved by distilling all of the complexities down to what is really important.

There is beauty in simplicity.

How it works

Meet our wealth planning team

Lisa Kirk

Financial Adviser
Wealth Planning

Based in Tweed Heads/Coolangatta, helping clients across Australia

Fuse Wealth is a Financial Advice, Financial Planning, and Wealth Management business based in Tweed Heads / Coolangatta. We love servicing our local clients and are proud that our best-in-class advice has attracted clients from the greater Northern Rivers & Gold Coast regions, further abroad in Australia, and overseas.