My wife and I are people who have a vision of our financial future but are daunted by the complexities of achieving it. We asked Garth if we'd come to the right place to achieve that vision, and he asked us, 'what is it that you want to know?' I loved the question because it put our minds in the drivers seat of letting River City Financial Planning know to achieve our goals. We're honest in admitting we don't have all the answers and we are seeking advice on executing those answers. Garth stated he'd aim to explain to my wife and I a scenario of our financial future based on our current path and to bear with him on why he was doing this. Upon hearing these words, I initially thought it sounded too simple and I might have already figured that out myself. He proceeded to demonstrate that complexity can be explained with elegance and as I suspected, there is a lot we don't know. His white board approach, accompanied with clear communication clarified that the financial environment does, and will keep changing and it's okay for us to not know all the answers at once. With that in mind, Garth demonstrated more than anything that on our current path we will succeed because our vision and goals revolve around time and patience in this ever changing environment. My wife and I walked away from this initial meeting more confident than ever that we are on the right path and we'll be periodically touching base with Garth and the team to assist us in navigating the ever changing environment to achieve our goals.
I have known Garth for over 7 years now and make it a habit to check in with him regularly whenever my situation changes to ensure I am still on the right path. Garth's grasp of complex superannuation and retirement planning topics combined with his ability to easily explain in layman's terms what that means for me and what we need to do ensures I am always on a clear, positive path. I was recommended to Garth by a colleague years ago and his name is well known around my workplace as the person to see to ensure your future is aligned with your goals for retirement and you actually understand what your retirement plan is (without complex buzzwords!). I find Garth to show a genuine care for his clients, rare in an industry like this.
Over the years Garth has given us advice in areas including retirement, super funds, redundancies and managing debt. I cannot recommend him highly enough. With his trusty white board, Garth explains things in a clear no nonsense way. Through his knowledge and experience, I feel very confident that the advice given is right for our needs. I trust him implicitly.
Extremely helpful, real world advice and a very trusting personality. Garth has all the qualities I have been searching for in an experienced and trustful financial advisor, and I’m so glad we connected. Highly recommend reaching out to him.
Garth explained very well how I could manage my money better, what I may be entitled to in the future, how better to manage my superannuation and tax.
River City Financial PlanningLevel 18, 239 George St
Brisbane City, QLD 4000
- Adviser status Platinum
- Number of reviews 114
- First year providing advice 2008
- Years of experience 14
- Bachelor of Behavioural Science
- Bachelor of Commerce
Fintegrity Wealth Advisers Pty Ltd