CLIENT FOCUSED ADVISORY

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.

 
 

Services

Jake Kraue providing financial advie

Boutique advice.

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.

Budget advice

Budgeting & debt reduction.

Maintaining a budget is the first rule to planning your finances.

Gold Coast Mortgage Broker

Mortgage broker.

Boutique Wealth can review your loans to ensure they are structured correctly from an affordability and tax effective perspective.

Planningfor retirement

Superannuation & retirement.

No matter your age, it is time to start thinking about your retirement.

Self Managed Super Fund Setup

SMSF advice.

Over the year's SMSF’s have vastly grown to be one of Australia’s favourite retirement vehicles.

Personal insurance premiums

Personal insurance.

No matter where you are in life, whether you have just landed your first job, thinking about starting a family, looking to start investing or working towards retirement, your life can change in a heartbeat.

Investment advice.

Whether it be for retirement planning, investing an inheritance or purchasing your first investment property Boutique Wealth can put together the right plan so your investing experience isn’t a nightmare.

Meet our team

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JAKE KRAUSE

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.

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ANDY HOLLIS

Partner

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. 

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JASON HOWARD

Partner

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. 

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SHARON LEWICKI

Administration

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

01/

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.

02/

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.

03/

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.

04/

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.

05/

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.

06/

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.

07/

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.

 
 
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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!​

Are you ready to take control of your financial world?

 

Contact

PHYSICAL

Level 3, 130 Bundall Rd

SURFERS PARADISE, QLD 4217

POSTAL

PO Box 9285

Gold Coast MC, QLD 9726

We are authorised representatives (financial advisers) of Charter Financial Planning Ltd (Charter), the Australian Financial Service Licensee, Charter has over 340 financial planning practices across Australia, making it one of the largest financial planning networks.

Charter is a leading financial planning organisation in Australia and has been operating since 1996. Charter Financial Planning provides both personal and general advice and can offer a range of financial services that are listed within the Financial Services Guide (FSG).

As a principal member of the Financial Planning Association (FPA), Charter, and their financial advisers, have adopted the FPA’s Code of Ethics and rules of professional conduct.

Charter is backed by AMP, one of Australia’s oldest and most-trusted financial services companies. Charter’s advisers provide advice to support your needs and are not restricted to offering AMP products. AMP strongly supports choice for people, in turn, allowing Charter’s financial advisers to provide a unique service, with your best interests at heart.

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