A wealth manager’s role is to manage the finances of high-net-worth clients. Our Gold Coast wealth managers do this by analysing their current financial position to identify risk and manage other pertinent services such as estate planning and capital gains planning. By contrast, a financial planner’s role is to provide the tools and services to get clients from where they are today (let’s call the A) to where they want to be at retirement (let’s call this B). Our financial planners do this by analysing their current financial position, life stage, family, etc. and identifying their future economic and retirement goals. They then devise a tailored plan comprising financial tools and services to get clients from A to B.