10 Reviews

Gareth Tomlinson

PGW Financial Services Pty Ltd

Platinum

11 Yrs Experience

Sydney, NSW 2000

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My goal in life is simple.

To help the everyday Australian improve their relationship with money so they can be happier and healthier.

Good advice should be easy to understand and communicate. I enjoy exploring all options and outcomes for my clients to help them to make informed decisions.

I also appreciate that good advice focuses on both financial and lifestyle goals and that life isn't all work with no play.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Cashflow & Income
Socially Responsible
Borrowing
Tax Strategies
Growing Assets
Budgeting

I charge an initial meeting fee of $330 for a hour meeting. This can be face to face or online via Microsoft Teams, Zoom etc.

Where I am confident I can add value, I charge a fixed, flat fee that reflects the work involved and the value I can add. If I feel I cannot add value, I will decline offering advice. Transparency and trust are key to successful financial advice.

5.00 September 2026

My partner and I by chance found Gareth and we were so grateful too! We were always told to explore a couple of financial advisors until you find someone you really clicked with and Gareth's kindness, passion, professionalism and knowledge really struck us and we have been so grateful for his work and dedication throughout our entire experience with him. We are still in our 20s, and we are incredibly grateful to have taken on this process with him early on. So many topics at times can be delicate and personal, and Gareth always handled them so well, and we always enjoyed all of our conversations with him. It has completely shifted our perspective with how we view our financial future and how we communicate about our finances and has truly helped to set us up for success.

5.00 September 2024

We thank our lucky stars we found Gareth. Not only is he adept at all facets of financial laws, regulations and products, he is excellent at explaining in layman's terms. He had lots of fresh ideas we hadn't thought of, which we have implemented. Nothing has been too much trouble in sorting our affairs for us with many zoom meetings and emails back and forth, our concerns being dealt with quickly and efficiently and his integrity cannot be faulted.

We have nothing but praise for Gareth and can't recommend him highly enough.

5.00 May 2023

We've been a client of Gareth's for some time after his services were recommended to us by a trusted third party. We moved across after an average experience with another financial planner.

That said, our dealings with Gareth have always been transparent and honest, especially with our ambitious goals.

His dedication to the client, in my opinion, is second to none and is always backed by clear and consistent communications and an obvious knowledge in the areas we required.

5.00 November 2021

The advice that Gareth has given us covers every aspect of our financial life and well-being. He has been responsive, insightful and extremely clear in explaining options and helping us make wise decisions. We have been working together for just over a year and he has already made a significant impact not only to our long term strategies but also our immediate situation. And across all this, he has been friendly and engaging and, above all, patient as he has walked us through some of the options we wanted to consider before guiding us to outcomes that totally align with our goals.

5.00 April 2020

Gareth and his team have been exceptional in their professionalism and dedication. We were given a free first consultation, and then opted for a full statement of advice. Gareth and his team then spent a significant amount of time working through our complicated financial situation to come up with an extremely individualised and detailed plan to match our goals. We really valued how much Gareth showed care above and beyond his financial advice. He was always willing to listen to our concerns, explain things to us, and adapt his advice according to changes in our life plans. He always displayed honesty, transparency and never put pressure on us to do anything we were not comfortable with, always allowing us time to make decisions and ask questions about his advice. We would recommend Gareth and his team to anyone.