Financial Adviser Gold Coast
Looking for a financial adviser on the Gold Coast? LOC Wealth provides practical advice across superannuation, retirement planning, lending, investments and personal insurance.
Prefer to talk?
Call 1300 333 LOC
Book a Free 30-Minute Consultation with Dave
A conversation to clarify what you would like to achieve and identify the most appropriate next step.
No obligation, Speak directly to Dave
Gold Coast-Based Advice
Local knowledge and understanding of the Gold Coast lifestyle.
Advice and Lending Together
Super, retirement, investments, insurance and lending considered together.
Speak Directly With Dave
Work one on one with Dave Lang for clear, practical guidance.
How Can LOC Wealth Help You?
Choose the area you would like help with, or book a consultation if you are not sure where to begin.
NOT SURE WHERE TO START?
Free Financial Direction Check
A free 30-minute conversation to clarify your priorities and identify the most sensible next step.
- Clarify your main financial priority
- Understand which service may be relevant
- Leave with a clearer direction
Why Gold Coast Clients Choose LOC Wealth
LOC Wealth brings connected areas of your financial life together so your super, retirement plans, investments, protection and lending can form part of one broader strategy.
Practical and Personalised
Advice shaped around your goals, lifestyle and circumstances.
Connected Financial Thinking
Consider lending, super, investments, retirement and insurance together.
Clear Communication
Understand what is recommended, why it matters and what happens next.
Direct Access to Dave
Work directly with the adviser responsible for understanding your strategy.
Guides & Insights
Clear, practical guidance for the financial decisions that matter most.
What LOC Wealth Clients Say
Posted on Google
wylie vernonTrustindex verifies that the original source of the review is Google.
Dave was extremely helpful in guiding me through the entire process, his attention to detail and explanations was extremely professional but personable to my situation. I recommend anyone in my family and close friends to work with him.Posted on Google
Laura brookeTrustindex verifies that the original source of the review is Google.
Dav has been extremely professional, helpful and understanding. He definitely knows his stuff and would recommend him to all my friends.Posted on Google
josh lindsayTrustindex verifies that the original source of the review is Google.
Fantastic work from the team at LOC wealth! Highly recommend them ! Dave goes above and beyondPosted on Google
Donna WentTrustindex verifies that the original source of the review is Google.
David was so easy to work with - excellent communication and really helped to take the stress out of finding the right lender for our purchase of a home. Would 100% recommend.Posted on Google
Janice LawrenceTrustindex verifies that the original source of the review is Google.
Cannot speak high enough of Dave and May from LOC Wealth who have helped us so much towards retirement and our investment property. Everything Dave said he would do, he did, and so much more. We are so thankful we had the pleasure of doing business with him. Can highly recommend. Wayne and JanicePosted on Google
Marinda PattisonTrustindex verifies that the original source of the review is Google.
Dave at Loc Wealth was my mortgage broker and has been so incredibly attentive and helpful. He was very patient and was always there when I had questions. I highly recommend him. Thanks again Dave and the team!Posted on Google
Pat MennerTrustindex verifies that the original source of the review is Google.
Dave helped us achieve something we thought we nether could. It started as a pipe dream and after a coffee meeting, he turned it into a reality and now my family and I have our own place to call home. Dave guided us and provided consistent advice on managing our finances, finding the right home loan and also finding a home in an area that he saw had potential growth. Dave is always professional, easy to communicate with, helpful and supportive. We could not recommend Dave more and we thank him for the future he helped us achieve. We look forward to continuing to work with him into our financial future.Posted on Google
Elise HarperTrustindex verifies that the original source of the review is Google.
Navigating the first-time home buying process was a lot less daunting thanks to Dave! He was incredibly supportive and always went above and beyond to help me. I really appreciated Dave's honest and upfront communication about what I could realistically achieve. Plus, he was instrumental in helping me access the 5% deposit scheme, which saved me a fortune on LMI and stamp duty as a first home buyer! He patiently guided me through each step, making sure I understood everything along the way. I'm so thankful for Dave's support in reaching this huge milestone and for his financial smarts that saved me so much money. If you're looking for a reliable and genuinely helpful mortgage broker who knows how to get you the best deal, I highly recommend Dave.Posted on Google
Glenn MarksTrustindex verifies that the original source of the review is Google.
Dave and his team are professional in every aspect of their business. Have had nothing but exceptional service from all involved. Highly recommended for all financial services.
A Clear Advice Process
LOC Wealth follows a clear six-step advice process designed to help you understand your position, explore your options and move forward with confidence.
We take the time to understand your goals, financial position and advice needs before presenting a structured plan that is easy to understand.
Step 1: The Initial Conversation
The initial conversation is an opportunity for clients to discuss their goals, concerns, and what they would like help with.
Step 2: The Fact Find
We begin with a detailed fact-find conversation, either face-to-face or by video call, to understand your goals, financial position, and advice needs.
Step 3: Formulate The Plan
We use the information gathered to develop a practical advice strategy aligned with your goals and circumstances.
Step 4: Present The Plan
We present your advice clearly, explain the reasoning behind each recommendation, and answer your questions before anything moves forward.
Step 5: Implement The Plan
Once you are comfortable with the recommendations, we help implement the agreed strategy and coordinate the next steps.
Is Your Super Working Towards the Future You Want?
Review your current fund, investment options, fees and retirement direction with LOC Wealth.