Financial Advice that puts your life first

It’s about what’s important to you, your personal goals and satisfaction.

We help people who want to make the most of their money so they can enjoy the life they’ve worked for.

Whether you’re setting up for the future, planning for retirement or supporting loved ones, our advice is always built around what’s important to you.

The financial plans and advice? They’re just tools. The real goal is for you to feel confident and in control – knowing that the money is there when you want, for the things that matter most.

And we don’t stop after your first plan. We stay with you, year after year, helping you adjust to life’s changes, and stay on track.

Mid 30s to 40s

Setting the foundations for a rewarding life

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Pre-Retirees & Retirees

Reaping the rewards of your hard work – to live a long and happy retirement

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Aged Care Financial Advice

Navigating the financial minefield to help your parents enjoy their later years.

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Working with you

1. A Discovery call

A friendly chat about you, the financial issue or challenge you’re facing, and what help you are looking for. We’ll explain how financial planning works and answer your questions.

Then you decide if you want to take it further.

2. Your first consultation

A deep dive into your personal goals, the things that matter, and what “the good life” looks like for you. We’ll analyse your finances, your comfort with risk, and discuss a few options.*

3. Strategy Meeting

An overview of the different strategy options available to achieve your goals and explain them in some detail. To find the one you are comfortable with, after which we then formalise your financial plan.

4. Your Financial plan

Your tailored strategy, asset allocation and investments to help you reach your goals. To make sure the money is there when you want, for the things that matter to you.

We’ll walk you through it, answer any questions, and when you are comfortable, we’ll make it happen.

5. Ongoing advice

Things change – an essential truth about life, which can affect your goals and financial plans. 

It’s why we offer ongoing advice. To regularly review your strategy and goals and make sure you’re always on track, no matter what life throws at you.

 

* Occasionally people seeking Aged Care advice just want some technical guidance without any plan or implementation. They want to navigate the Aged Care options, Centrelink and paperwork themselves. For those people we offer a flat fee for service billable on an hourly basis 

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Create the financial future you want

Book a discovery chat about what matters to you, and take the first step towards a more confident, secure financial future.

It’s at our cost and obligation-free. 

Call us now on 02 4926 8000 or fill in the form.

we'll be able to retire with a lot more money

We had to start afresh later in life with nothing and a lot of debt. We didn’t have the knowledge or the expertise to work out a plan. He is able to provide that.

We both trust him implicitly. I appreciate his knowledge, and if he doesn't know something, he'll always get back to you. He follows through. And he always responds quickly and is willing to go the extra mile.

For the money that we spend, he saves us thousands of dollars. He has put us in a better position financially and he’s also sorted out our insurances so that if anything was to happen to either of us the other person would be ok.

I feel like we'll be able to retire with a lot more money thanks to them. I'm just very, very grateful.

– Claire Kearns

made a pretty significant difference

I came to Gilli for advice about an investment property I owned. He gave us multiple informed options and set them out so we could decide. I liked that, it’s honesty and he wasn't pushing us down a certain way. We went down the path of selling and invested in managed funds.

I appreciate his expertise. He rebalanced our portfolio effectively, which made a pretty significant difference*. We just don't have the time in our life to monitor a portfolio ourselves. 

He also advised us on personal insurances so if anything did go wrong the children would be ok.

Gilli periodically checks in with us to make sure we're happy and to do a review of our goals and investments. He makes it easy.

* Just one of the benefits of ongoing advice

 

– Ian Clark

Everything went really, really well

Gavin made himself available and came to us – to help my sister & I work with my dad on his aged care finances. He evaluated where we're at, explained everything and gave us options and recommendations.

We had no real idea. He really took us from novice through to understanding the complexities and what our options were. Gavin’s approachable and answered our questions; and he has his information very organised.

It built that trust and confidence that he knows his stuff. Everything went really, really well.

– Peter Cocking

we are all sorted

We knew we weren't set up with the best options in terms of super and insurances, so we wanted to see what we could do. Gilli explained things simply and is easy to get along with. I trust what he's done so far, it’s given me peace of mind.

I just feel more confident about our future and the security the financial plans gives our family. We’re all sorted now, it’s terrific.

– Christine Swaddling

He keeps us focussed on what it is we want

Gilli is like a walking encyclopaedia and has his finger on the pulse. But he doesn't steer the conversation or me or my decision making. He presents data and the best projections that he can manage with what he's got and then lets us decide.

He has a very calm, very settled and patient nature about him, where it really does feel like a coach or a partnership and not an engagement. I trust Gilli; it feels like he’s genuinely interested in helping you with your goals.

Gilli keeps us focused on what it is that we want, not just with our money, but with our time and our lifestyle and what we want to achieve… and therefore it does not feel like a conversation about money. It feels much more like a conversation about direction.”

– Chris Lawrence