My wife & I have been a client of Moneywise for over 15 years. We met Brett initially & haven't looked back. He's attention to our goals & requirements are top class, along with him understanding what we want out of our investment strategy. He is not pushy & we always meet a common ground that's beneficial to us. He listens often offering multiple solutions & sound advice Paul & Margaret Mackay
My wife & I have been utilising the service of Moneywise over many years, now entering in to Retirement Phase with the advice & support of the Moneywise Team led by Brett Gilday with excellent results helping us work towards a sold financial & lifestyle retirement, thank you Team Moneywise.
Brett has given me advice in areas including loan products,self managed super funds and managing debt. Brett was able to explain things to me in a clear way. Through Brett's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Brett's full attention when I needed it.
We have been with Moneywise for over 8 years now and have been delighted with where they have got us to financially in that time. We love the six-monthly catch-ups that force you to keep track of your finances on a regular basis. Brett and the team communicate regularly, know their stuff and have a sensible approach to wealth-creation (no macadamia farms!). The Moneywise insurance and accounting divisions provide a complete package to their financial services.
We have been with Moneywise for more than 15 years and can say it was the best decision we ever made. During that time we were able to pay off our mortgage, pay for our two sons University education and build a healthy portfolio which should help us during retirement. But besides the financial gains, Moneywise has been a part of our family, Brett Gilday who has been our financial adviser has also become a close friend of the family. We are completely satisfied with Moneywise and will recommend their services at any time.
Kelly+Partners Private Wealth Central Coast & Hunter RegionPlatinum Building, Suite 2.06, Level 2, 4 Ilya Ave
Erina, NSW 2250
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2002
- Years of experience 21
- Graduate Diploma of Financial Planning
Fitzpatricks Private Wealth Partners