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.
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.
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.
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.
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.
Gareth was an absolute pleasure to work with. He was friendly, approachable and his advice was clear and concise. My concerns and queries were always attended to immediately via phone, face-to-face or email correspondence. His honest approach to his work and his high level of expertise was respectable and his advice had immeasurable value. He assisted with my budgeting and managing my superfund. I would highly recommend him to friends and family.
Over the years, Gareth has been an exceptional partner in helping me plan and manage my finances. My journey with Gareth started in 2017, when I went to see him with help managing credit card debt. Gareth assisted me with budgeting and improving my cash flow, enabling me to clear all my credit card debt, opening so many opportunities though financial freedom! Gareth is extremely knowledgeable in many aspects including budgeting, cash flow management, goal setting, investing, superannuation and insurance to provide his clients with an holistic view of their finances. Gareth promotes active involvement in financial management, and keeps himself informed about the latest economic trends. It is not uncommon to receive the occasional mail from him with interesting articles to read, a nice touch!
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2015
- Years of experience 8
- Certified Financial Planner (CFP)
Catalyst AdvisersLevel 5, 2 Bligh Street
Sydney, NSW 2000
- 9:00am – 5:00pm Friday
- 9:00am – 6:00pm Monday – Thursday
Spark Advisors Australia