Rachael Glover

Moneysmith Group

Silver
11 Yrs Experience
Kingscliff, NSW 2487

I am the Director and Principal Financial Adviser at True Diamonds Financial, a boutique financial advisory firm located in Burleigh Heads, Gold Coast.

I am also the Director and Senior Financial Adviser at MoneySmith Advice, a boutique financial advisory firm located in Murwillumbah, NSW.

We take pride in being financial planning professionals and are highly qualified with the skills to meet your ongoing financial planning needs, as well as the expertise to keep abreast of the ever-changing financial landscape. With clear, jargon-free advice, we will guide you through a process designed to help you achieve your financial and lifestyle goals. We work with you to establish where you are now, what you want to achieve in the future, and what you need to do to turn your financial goals into reality. With a deep understanding of the opportunities available, you will be well positioned to make informed financial decisions every step of the way.

With over 17 years’ experience in the financial planning industry and being a licensed financial adviser since 2013, I have been helping my clients reach their lifestyle and financial goals through honest, strategic personal advice. I am committed to providing an outstanding service to my clients through building long term sustainable relationships and strive to provide my clients with peace of mind throughout their life journey.

I offer in-depth knowledge and advice in the following key areas:

  • Goals and Values Planning
  • Cash Flow Management / Tax Minimisation / Debt Reduction
  • Wealth Creation / Investment Advice
  • Superannuation & Self-Managed Superannuation
  • Risk Protection / Personal Insurances
  • Retirement Planning / Transition to Retirement
  • Estate Planning

I welcome you to contact me on 0417 227 132 or at rachael@truediamondsfinancial.com.au for an obligation-free initial consultation at no cost.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.00
  • Number of reviews 1
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Moneysmith Group

24 Pearl St
Kingscliff, NSW 2487
Suite 2, 47 Murwillumbah St
Murwillumbah, NSW 2484

True Diamonds Financial

1, 37 Township Dr
Burleigh Heads, QLD 4220

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Spark Advisors Australia

AFSL 380552