Boutique Wealth is a Gold Coast Financial Planning & Wealth Management practice. We opened our doors in July 2016. Founded by Partner Jake Krause who has a strong passion for the financial services industry and assisting clients with maximising their finances and working towards their goals.
Boutique Wealth prides itself on top quality advice and long-term sustainable relationships with clients. With a holistic approach to client’s financial goals and ambitions, we will comprehensively review all aspects of your financial life to ensure they are working together to put you in a better financial position.
Trust and honesty are the mantra of the business, ensuring our clients always feel comfortable and at ease when making financial decisions.
Without planning, a goal is just a dream. Talking with a Boutique Wealth adviser is the first step in turning those financial dreams to reality.
Budgeting & debt reduction.
Maintaining a budget is the first rule to planning your finances.
Meet our team
Head Advisory & Partner
Jake has been in the financial planning industry for over 8 years. Jake grew up with a passion for financial planning, constantly guiding his friends to make smart financial decisions well before working in the industry. Graduating from Griffith University with Bachelor's in commerce and in International Business, he has since gone on to complete a diploma and then advanced diploma in financial planning. Jake is also an accredited mortgage broker with MFAA and enjoys tying debt advice into his client offering. In his downtime Jake enjoys travelling and camping trips with his family and friends. Find out more about Jake through his LinkedIn profile.
Andy has been in the accounting industry for over 10 years. He is a valued member of CPA Australia and a certified Xero advisor. He is passionate about technology and how it can help businesses grow. Andy is a sport fanatic playing AFL locally on the Gold Coast. He enjoys downtime with his family and friends and doesn't mind a bit of travel. Find out more about Andy though his LinkedIn profile.
Throughout Jason’s 10+ years in the accounting and advisory industry he has worked on a vast range of clients covering many different industries and services. With experience in outsourced CFO and CEO roles Jason has a passion for assisting entrepreneurs including start up ventures and small/medium sized businesses be a success. Jason has called the Gold Coast home for over 10 years and when not working enjoys to play and watch AFL and having some down time with friends and family. Find out more about Jason through his LinkedIn profile.
Kristina joined the Boutique Wealth team in 2021 as a Mortgage Broker. Kristina has had over 3 years of experience in the financial services and lending industry and possesses an in-depth knowledge of mortgage products and services. Kristina has a passion for helping clients achieve their dream property purchase or saving them money on home loan repayments. Kristina's friendly nature and approachable manner make obtaining a mortgage or refinancing with her a breeze. Kristina enjoys spending her time away from the office at the beach and hanging out with her family and friends.
Sharon has been in the Financial Planning industry for over 10 years. She has a passion for helping people achieve their immediate and future financial goals in a timely and stress free manner. Sharon enjoys being creative and spending her free time catching up with friends and family. Find out more about Sharon through her LinkedIn profile.
7 Step Advisory Process
We have a CONVERSATION.
Jump on the phone to one of our friendly staff today or you can submit an online enquiry. We will follow up your enquiry within 24 hours and can answer any questions you may have about financial planning or Boutique Wealth.
We GET TOGETHER.
At Boutique Wealth we understand everyone’s financial situation is different and not everyone will gain benefit from financial planning. That is why we offer our cost and obligation free initial consultation. A consultation is a great chance to see how you are tracking financially and get a financial health checkup. This consultation will also give you a clear roadmap to where you should be headed in the future.
We offer ADVICE.
If your financial position is substantially better off from having a plan (Statement of Advice) in place, we will discuss and email you a quote for our services.
We create YOUR STRATEGY
We will then commence work on your strategy. This document will comprehensively look at your goals and objectives, review your current financial position and outline the benefits from proceeding with our advice.
We present our PLAN
We will invite you into our office to go through the advice step by step. Ensuring you understand all our recommendations, outcomes, costs and can answer any questions that arise.
Take action & IMPLEMENT
Once you are happy with the overall strategy for your finances, we will implement all of our recommendation and ensure they are set up correctly to start moving you financially in the right direction.
We REVIEW & MONITOR
Now that your finances are heading in the right direction it is our job to ensure it stays this way. We will continually monitor your investments and keep you in the loop with up to date market movements. We will also organise review meetings to ensure there have been no major changes to your situation and if so how do we combat them.
Accounting & Business Advisory
The Boutique Accounting House are local Gold Coast Accountants who can help your small business grow. Founded and directed by Andy Hollis & Jason Howard, whom both share a passion for guiding small to medium size business through its compliance obligations while assisting with strategies to allow business growth.
BAH prides itself on top quality service in all compliance areas as well as assisting businesses streamline processes and manage their day to day operations. We see Boutique Accounting House as more than a business but as a place business owners, entrepreneurs, and families can come and receive guidance on ways to improve their business or income-generating activities.
You can trust we will provide top quality services tailored to your business or personal needs at a cost that is suitable and flexible to your requirements.
We look forward to meeting you when you make the decision to come "home" to the Boutique Accounting House!