Most people feel overwhelmed thinking about their financial future, so we created a one-page plan to get your entire financial house in order, so you can spend more time focusing on living your best life.
I charge fixed dollar based fees (rather than a percentages of investment balance) based on the complexity of the advice. I charge a fee for insurance advice and do not recieve insurance commission meaning you experience significant savings on your insurance premiums.
My partner and I finally got around to engaging with a financial planner. Gerard was recommended to us by a trusted friend and we have been satisfied that it was a good call. The thing about Gerrard that most appealed to us is that he is an independent financial adviser, so we are confident that we are receiving the best advice that is tailored to our means and needs.
When I graduated from medical school, I was suddenly overwhelmed with a new income and how to most effectively invest it. With little experience in this area, I thought the smartest choice was to see an independent financial adviser. Gerard made this process easier and more streamlined than I could have imagined as he clearly communicates financial and investing concepts. Thanks to Gerard I now have a better understanding of my finances, investments and goals and find this aspect of life much less overwhelming.
We have been under Gerard's guidance for all our financial needs for at least 7 years. We could not be happier since he took over as our financial adviser since we have been using financial adviser provided by our banks in the past. Since that, wherever Gerard is going, we follow him as we know that he will always give us the right guidance especially at navigating downturn time in financial market.
My wife and I were referred to Gerard by my brother who was already a happy client of his. We were concerned that although we were working hard and making progress, we were just not in proper control of our finances and had been cruising on auto-pilot for too long which was adding unnecessary stress to our lives. Gerard helped us by providing us with a comprehensive plan that covered, superannuation, life insurance, investments, kids investments, financial modelling, cash flow and estate planning.
During the implementation process Gerard took care of everything with absolute diligence. He has always been quick to respond to any questions we have had and helped us with reminders when we have dragged our feet at times.
We no longer have to worry about our finances which has taken a huge weight of our shoulders and have absolutely no hesitation in recommending Gerard as a excellent financial adviser.
As I entered my thirties I all of a sudden became aware that people around me were talking about investing which made me anxious. A family member recommended I should get an independent financial adviser and introduced me to Gerard and it’s been the best decision. Gerard has set me up for the long term and taught me a great deal about the importance of planning for and protecting my future. He is also very approachable and kind. I feel much more optimistic about my finances now.
- Adviser status Bronze
- Number of reviews 17
- First year providing advice 2015
- Years of experience 8
- Bachelor of Commerce
Uprise Financial Services Pty LtdLevel 3, 3a Davies Rd
Claremont, WA 6010
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Uprise Financial Services Pty Ltd