Renee Tregoning

Gallagher Benefit Services Pty Ltd

Silver
3 Yrs Experience
East Toowoomba, QLD 4350

Hi, I am Renee. I began my financial planning journey in 2018 and quickly realised I was exactly where I was supposed to be. I believe that all great financial plans start with education and understanding, and my aim is to try to simplify complex financial issues and communicate with my clients in plain English. I am passionate and committed to working together with my clients to help them achieve their goals and prepare for the future.

Prior to becoming an adviser, I was a compliance officer for a transport and agricultural company for 10 years, so I understand a little about living in a rural area like Toowoomba. I have 3 boisterous boys who are my greatest achievement, and I couldn’t be more proud of the life we have created. My continued dedication to furthering my knowledge means I hope to have my Masters Degree completed in the next year.

I enjoy working with all clients, from all walks of life and all life stages. I tend to work more with younger clients (under 50) and building their wealth, but have many clients who are enjoying the retirement life too. I believe it is never to early or late to get started.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
My fees
Get in touch

We are happy to discuss fees with clients once we understand individual situations and what we can do to help

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • Years of experience 3
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Gallagher Benefit Services Pty Ltd

Unit 2, 4 Tourist Rd
East Toowoomba, QLD 4350

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gallagher Benefit Services Pty Ltd

AFSL 488001