We are based in Toowoomba and active Australia wide. Providing financial guidance and personalised strategies to help you achieve your unique financial destination, at every stage of your financial journey.
Our Mission
To empower our clients to achieve their financial goals and secure their legacy by providing expert guidance, personalised solutions, and unwavering commitment. This mission carries forward the dedication to helping "everyday people" with their financial journey.
Our Vision
To be the leading and most trusted wealth management adviosory frim in Queensland, recogniaed for its exceptional client service and superior outcomes for clients.
Our Values
- Integrity:
We operate with the highest ethical standards and transparency.
- Expertise: We provide knowledgeable and insightful financial advice.
- Client-Centricity:
Our clients' needs and goals are at the forefront of everything we do.
- Trust: We build and maintain strong, long-term relationships based on mutual respect and confidence. We aim to be our clients' "financial partners for life"
- Personalisation: We tailor our services to the unique circumstances of each client.
- Community:
We are committed to the prosperity of our communities.
- Accessibility: We strive to make quality financial advice accessible to a broad range of individuals and families.
About Us
We believe that every person deserves the opportunity to achieve financial security and success. That’s why we created Destination Wealth with a focus on delivering personalised financial planning services that cater to the unique needs and goals of each client.
At Destination Wealth, we believe in a client-first approach. This means we prioritise our clients’ interests above all else, working tirelessly to help them reach their financial milestones. We understand that trust is paramount in financial planning, and we strive to build strong relationships with our clients based on mutual respect, transparency, and open communication.
Our commitment to the community is also an essential pillar of Destination Wealth. We believe that by supporting our local community, we can help create a better future for everyone.
Your Financial Journey, Guided by Local Expertise
At Destination Wealth, we believe that true financial security isn’t just about numbers—it’s about having the freedom to live the life you’ve envisioned. Based in Toowoomba, Australia’s largest inland city, we are proud to serve the vibrant communities across the Darling Downs and throughout South East Queensland.
We understand the unique economic landscape of our region. Our mission is to provide the residents of Toowoomba and beyond with the expert guidance necessary to navigate complex financial waters and reach their ultimate "destination" of success.
Comprehensive Financial Solutions
Whether you are just starting your career, building a family, or preparing for your golden years, our suite of services is designed to evolve with you:
- Financial Planning: Tailored strategies that align your current assets with your long-term aspirations.
- Wealth Creation: Proactive investment advice and portfolio management to grow your capital effectively.
- Personal Insurance: Robust protection plans—including Life, TPD, and Income Protection—to safeguard your family’s lifestyle against the unexpected.
- Retirement Planning: Strategic mapping to ensure you can transition into retirement with confidence and peace of mind.
Why Partner with Destination Wealth?
We don’t believe in "one-size-fits-all" solutions. By combining deep technical expertise with a genuine approach, we help you turn financial complexity into a clear, actionable roadmap.
Secure your financial future today. Join the many South East Queenslanders who trust Destination Wealth to protect and grow what matters most.
Empowering Your Future Through Education and Expertise
my passion as a financial planner stems from a genuine commitment to helping my clients achieve lasting financial security and true peace of mind. With years of industry experience and deep technical expertise, I take pride in helping families and individuals navigate the complexities of the financial world to reach their long-term milestones.
Making a Tangible Difference
What truly drives me is witnessing the positive impact of sound financial strategy firsthand. Whether I am helping a young family build a foundation for their children’s education or guiding a retiree through the intricacies of managing a sustainable income stream, I know that my work makes a meaningful difference. I am equally dedicated to empowering my clients through wealth and risk management education, ensuring they feel confident and informed at every turn.
A Focus on Financial Literacy
I believe that knowledge is the most powerful tool in any portfolio. I regularly utilize educational resources and sophisticated investment calculators to demystify finance for my clients, my team, and my peers. By breaking down market trends and investment strategies, I help turn uncertainty into a clear, actionable roadmap.
The first step toward a secure future is understanding the path ahead.
Click the link below to follow our step-by-step process and see how we work..
CARE Philosophy
What is the CARE Portfolio? Fundamental to the CARE Investment Philosophy is what is known as the DALBAR Study. The original DALBAR Study was conducted between 1980 to 2000 in the USA on the top 500 US listed companies. The study found that the average return over that 20 year time period for the 500 companies was a 12% return..
Where are you in the
Game of Money®?
We use the Game of Money® to help describe the different stages of a person’s financial life. The Game of Money® was created as a communication tool to help simplify the financial journey using the four bases of a baseball diamond for a reflection of the various stages within the financial journey..
Testimonials & Reviews
Peter Hill
November 2025
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Andrew West
December 2025
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Jane Farmer
January 2026
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