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Make your money
work smarter

  • Align your financial decisions with what’s important to you
  • Protect and grow your income and assets
  • Use the right structures to invest
  • Diversify your investments
  • Minimise unnecessary risk
  • Maximise any available government support
  • Avoid missed opportunities and expensive mistakes
  • Put in place a viable savings and retirement plan
Get smart today
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Make your money work smarter

  • Align your financial decisions with what’s important to you
  • Protect and grow your income and assets
  • Use the right structures to invest
  • Diversify your investments
  • Minimise unnecessary risk
  • Maximise any available government support
  • Avoid missed opportunities and expensive mistakes
  • Put in place a viable savings and retirement plan
Get smart today

What we specialise in:

We love solving complex financial challenges and bringing order to disorder. We like to help people who prefer to enjoy their own chosen field of specialisation, or their retirement, rather than worry about money:

  • Pre-retirees
  • Retirees
  • Over-45s
  • Time-poor business owners and executives
  • Medical and other professionals
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Why Independent Financial Advice?

We aim to make a significant, positive impact on your life. To make this possible, we provide fee-for-service, transparent, unbiased advice. We work only for you:

  • No commissions
  • No asset-based (percentage of investment) fees
  • No affiliations or ownership links to product manufacturers

Our Director Keith Henderson is a practicing member of the Profession of Independent Financial Advisers, which upholds the Gold Standard of IndependenceTM. Keith is among the 1% or fewer of Australian financial advisers who publicly commit to this standard.

Why would you want any other type of advice?

Find out about your Independent Financial Adviser
Transparent, unbiased advice for your future
Transparent, unbiased advice for your future

Why Malibu Wealth Advisory?

  • Small and nimble firm, transparent service model
  • Sunshine Coast based, or Australia-wide and abroad* via telephone or online
  • Personalised advice – every client is unique. We listen to you!
  • Independent advice – no conflicts of interest
  • Qualified and experienced advisor
  • Wide range of strategies and financial products
  • Self Managed Super Fund specialists

What are some areas clients initially seek help with?

  • Financial planning strategies
  • Goal funding
  • Retirement planning
  • Cash flow management and debt reduction
  • Superannuation & pension
  • Self managed super funds
  • Personal insurance (e.g. income protection, life insurance etc.)
  • Business insurance (e.g. key person, buy-sell etc.)
  • Investment & Gearing (borrowing to invest)
  • Centrelink: government pensions, allowances and benefits
  • Estate planning considerations
  • Getting organised, getting smart!

What about fees?

We charge on a fee-for-service basis, according to agreed service levels, the time required, and also the complexity of the advice being provided. We will provide a written service agreement before we commence any work for you. Because we are truly independent, we can often save you thousands on insurance commissions, investment platforms, and other costs.

Book an Appointment

What about fees?

We charge on a fee-for-service basis, according to agreed service levels, the time required, and also the complexity of the advice being provided. We will provide a written service agreement before we commence any work for you. Because we are truly independent, we can often save you thousands on insurance commissions, investment platforms, and other costs.

Book an Appointment

Hire us for now, or for the year

We offer both short-term and longer-term services:

Immediate need

  • One-off advice about financial questions or strategies
  • No strings attached
  • Professional analysis of your situation and options
  • Recommendations for action
  • Assistance with putting the advice in action

Longer-term partnership

  • Hire us as your ongoing trusted adviser, with yearly opt-in renewal
  • No lock-in contracts – you stay in control
  • We will get you financially organised, and help you make smart decisions with your money
  • We will work with your preferred professionals or put you in touch with appropriate specialists such as estate planning lawyers, accountants, and brokers

Hire us for now, or for the year

We offer both short-term and longer-term services:

Immediate need

  • One-off advice about financial questions or strategies
  • No strings attached
  • Professional analysis of your situation and options
  • Recommendations for action
  • Assistance with putting the advice in action

Longer-term partnership

  • Hire us as your ongoing trusted adviser, with yearly opt-in renewal
  • No lock-in contracts – you stay in control
  • We will get you financially organised, and help you make smart decisions with your money
  • We will work with your preferred professionals or put your in touch with appropriate specialists such as estate planning lawyers, accountants, and brokers
 
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Let a professional project-manage your finances so you don’t have to worry!

Get help today
 
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Let a professional project-manage your finances so you don’t have to worry!

Get help today
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Get smarter. Contact Malibu Wealth today.

Noosaville & Maroochydore by appointment • Australia-wide by telephone

Get smarter. Contact Malibu Wealth today.

Noosaville & Maroochydore by appointment • Australia-wide by telephone