Trish Gregory

Trish is a delightful conversationalist, and she is also exceptionally knowledgeable in her field. We look forward to engaging in conversation about how to manage my finances.

Trish is the best!! I am so incredibly grateful for Trish's caring manner and solid financial acumen. She helped me through really tough times, where I had to make serious financial decisions. She was patient and knowledgeable and took care of a lot of the minutiae regarding home loans, investments, superannuation and budgets, reducing my overwhelm and allowing me to look into the future with hope and confidence. I can't thank Trish enough for the help she has given me. She is so much more than a financial Adviser. Thanks Trish!

Trish has been absolutely fantastic. It was my first experience with a financial adviser and she has made it truly remarkable for me. I'm from overseas, so understanding the complexities of investing in Australia, buying property and all investment options available, wasn't an easy task. She helped me really understand what was the best path forward, aligned to my values, and gave me tools to set me up for success. She was extremely kind and patient, even when I asked the same questions many times to make sure I understood. I felt like she really looked after me and my best interest, making sure that I felt safe and confident I was doing what was best for me. I really appreciate all the work she's done and I'd definitely recommend her.

As usual, Trish's advice and information were clear and helpful. The areas covered were wills, enduring powers of attorney, advance health directives, advice on questions regarding children, all delivered in a clear and understandable way. All our questions were answered to our satisfaction. We would have no hesitation recommending Trish as an adviser to anyone requiring financial information.