In a world full of confusing and conflicting information, it’s important for you to find a financial planner who is happy to listen to and understand your concerns around money. Not to mention your concerns about doing things you’ve probably never done financially before.
When engaging a financial planner, you need to be confident they’re willing to make sure you’re comfortable, informed and even a little educated as part of the discovery process. This means they should listen and ask enough questions to understand your needs, where you want to go and maybe even help prioritise how you might proceed.
At Prosperity Planning, the focus is on building quality long-term relationships, based on mutual trust, transparency, and confidence. To us this is important, after all, we will be working closely to help create a stress-free financial future for you.
As part of the financial planning process, you’ll receive strategic guidance from an experienced, qualified financial planner and, depending on the strategy you agree on, the results might help you save money, clear debt, build wealth, plan for retirement and even improve your longer-term financial future.
Gayle was chosen by her peers as the inaugural winner for Queensland of the AFA Great Advice Awards for 2021.
Among other qualifications Gayle holds a GradDipFinPlan, conferred on 15/11/2019, and is FASEA compliant.
Gayle will take the time to know and understand your individual position before tailoring a financial solution focused on creating maximum benefit for you. She’s long been focused on providing you with choices in how they spend their retirement and improving lifestyles.
As a fee-for-service practice, once we agree on the level of advice and involvement you want, we will provide details of what your advice will cost. You’ll know what you can expect to pay before we start, there won’t be any surprise bills!
We have significant experience with providing strategic solutions to clients concerned about: Superannuation> Wealth building> Creating income for retirement> Centrelink strategies> Estate planning> Aged Care
We look forward to assisting you in the future
Gayle assessed our financial situation clearly and communicated to us excellent options for moving forward into our retirement years. She is non-judgmental, respectful and professional. We feel in safe hands with Gayle.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
Prosperity Planning Partners Pty LtdSuite 3, 93 W Burleigh Rd
Burleigh Heads, QLD 4220
- 9:30am – 5:00pm Monday – Thursday
- 11:00am – 4:00pm Friday
- In person
- Video call
Avalonfs Pty Ltd