Our Gladstone Financial Planning office is open
We are delighted to share that BA Wealth has officially started providing financial planning in Gladstone. Our new office at Suite 4, 1 Manning Street, South Gladstone, is ready to welcome you, and we’re excited about the way everything has worked out! Opening an office is a big step for any firm, and we have taken it because we want to be closer to the people we serve.
Our clients across the region have already shown us how much they value personal, planned advice. Having a local base means we can give that even more. Whether you are just starting out, growing your wealth, working toward a debt-free life or planning for retirement, we are here to help you take the next step.
Good news like this is worth celebrating, and we want to celebrate it with you. Book a time to talk, or simply get in touch to say hello. We would love to meet you.
Why we chose this location in Gladstone
Manning Street sits an easy few minutes from the middle of Gladstone. It is a quieter, residential part of town, and it is still central for clients across the wider region. We like it that way. A calm setting makes it easier to talk through the things that really matter to you, from your income and savings to the goals you have for the years ahead.
The suburb has an established community, and Toolooa State High School and Trinity College are just up the way. That sense of community matters to us, because the planning we do is personal. It works best when we understand the life you are building, and the people around you.
Clients from Boyne Island, Tannum Sands, Calliope and beyond can reach us with ease. Our location is central for the whole region, not just one suburb, and we want every client to feel that the drive is worth it. Whether you come in person or meet with us online, the aim is the same: a conversation that leaves you clearer about your next step.
Gladstone, and the people who live and work here
Gladstone is a Central Queensland harbour city of more than 45,000 people. It is a working town and a genuinely beautiful one, side by side. The port, LNG plants, aluminium smelting and alumina refining, and power generation form the economic base of the city. That combination is really the whole story of the place.
The working side of Gladstone shapes how people earn. Shift work, overtime and project-based roles are part of everyday life for many families here, and redundancies and changing roles happen too. These income patterns do not fit a one-size-fits-all approach. Our professional financial advice for Gladstone residents needs to fit how you actually earn and spend, and it needs to allow for the good years and the lean ones.
The lifestyle side is just as important. East Shores and the Gladstone Marina, Lake Awoonga, Tondoon Botanic Gardens, Curtis Island and the harbour lookouts give locals plenty of places to unwind. Gladstone is also a gateway to the Southern Great Barrier Reef, with Heron Island, Lady Musgrave Island and Wilson Island among the destinations people reach from here. Agnes Water, the Town of 1770 and Kroombit Tops National Park are within reach too.
That mix of work and lifestyle is why we see Gladstone as the right place for a planning practice. People here work hard, and they deserve advice that respects both their careers and their time off.
How we work with you
Every client’s situation is distinct, so we start by getting to know yours. Our approach is built around a personalised Masterplan, a clear roadmap that sets out where you are today, where you want to be and the steps to get there. Financial freedom is rarely a single decision. It comes from patience, discipline and a plan that is reviewed as life changes.
We work with you to identify the factors that matter most to your financial success, help you overcome the obstacles in your way, and support you in making sound decisions along the way. We know everyone’s situation changes from time to time, so we build in the flexibility to adjust and adapt as your life moves on.
Our advice is delivered on a fee-for-service basis. Fees are agreed upfront and based on the scope of the advice you need, so you know what to expect before we begin. Your first appointment is an obligation-free discussion of your goals, and it can be in person or online.
Our planning covers every stage of life: making a start, taking on more responsibilities and growing wealth, working toward a debt-free life, focusing on retirement and enjoying retirement. Wherever you are on that path, we can help you map the next step.
Come and see us
Our office is at Suite 4, 1 Manning Street, South Gladstone. Visits are by appointment, so please book by phone or email and we will arrange a time that suits you. If getting to the office is not convenient, you can meet with us online instead.
Our principal advisers, Brent Raverty and Adam Vermillion, are looking forward to meeting the Gladstone community. Brent has worked in banking and finance since 2008, and Adam brings varied industry experience and a focus on client partnership to every conversation. Both are committed to helping you build a plan that reflects your life, not a generic template.
Whether you are a long-time local or new to the region, we would love to hear from you. Bring your questions, or simply bring your goals, and we will take it from there.
Start your financial journey in Gladstone
Your financial freedom is a marathon, not a sprint, and your Masterplan is the first step. Start taking small steps today by booking an obligation-free appointment, in person or online, without leaving your home if that suits you.
Together, we’ll create a personalised plan to help you achieve lasting financial success. We are proud to be part of Gladstone, and we look forward to getting to know you!
General advice only. The information in this post is general in nature and does not take into account your personal objectives, financial situation or needs, so it is not personal advice. Fees are fee-for-service and agreed upfront based on the scope of the advice.
