Garry Millburn

Bolder Wealth

Silver
6 Yrs Experience
Sydney, NSW 2000
High impact financial coaching for people who aren’t planning to kick back and relax any time soon. As an elite athlete, life-long numbers guy and epic high achiever, I’m passionate about digging deep and getting to know my clients so I can help them create the kind of wealth that allows them to... - Live the boldest life possible and enjoy every single opportunity it offers. Without worrying about money. - Play hard, enjoy their down time, buy a house, begin a business, start a family or explore the world. Without compromising on their future. - Feel confident, safe, secure and financially prepared for whatever life throws at them. No matter how much they or the world changes. - Step-up and take control of their finances by making smart, well considered choices that positively impact every aspect of their lives. Whether you’re just starting out, looking to upscale your investments or need a Personal CFO to manage your private and business finances, I can help you achieve your financial goals faster, more confidently and with less stress. Ready to take control of your future?

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Bolder Wealth

Suite 7, Level 7, 44 Market St
Sydney, NSW 2000

Licensed by

Paragem Pty Ltd

AFSL 297276

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Garry is honest, clear, caring and keeps it real. There’s no emotion in his assessment of a situation, he thinks pregmatically and has a very calming effect on you when you feel you’re taking some really big decisions. He answers questions and puts your mind at ease at all hours of every day. I really couldn’t ask more of him!"

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Garry is a legend! As a millennial it’s easy to think that an investment strategy is scary, difficult or can be put in the “boring things i’ll get around to later” basket, but Garry makes you excited about shaping your investment goals, keeping yourself accountable an on track, and cuts through jargon."

  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Garry Is the bomb dot com. In a short time he's been able to help us eradicate our credit card debt (that has for as long as I can remember, had a $15K - $20K balance). We're now paying off our car and about to move into our first family home, that again Garry helped us save the deposit for. Lot's of the stress and uncertainty around money has been reduced and for the very first time in my life I feel like I'm on track with my wealth & lifestyle goals."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Knowledgeable, honest, very insightful, has given me a wealth of knowledge re investment. Would recommend to anyone that is serious about creating wealth"

  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Garry has been incredibly helpful and informative throughout the time I have been working him. I look forward to him managing my financials well into the future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Business (Management)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2015

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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