Gil Gordon

RetireInvest

Gold
18 Yrs Experience
Maitland, NSW 2320

My philosophy is simple: "Good advice puts people first". This means that my team and I strive to understand our clients as people first. We always start with their families and personal goals, then make sure their investment and insurances serve and protect the people and things they value the most.

I am the founder and shareholder of two businesses: the first being RI Newcastle & Lower Hunter, one of the largest businesses in Australia’s best financial advice network; and the second being Systems For Professionals which owns the www.estateplanningforlife.com.au software recognised as the most advanced estate planning software system available in Australia today.

I write regularly for many industry journals and my book "The bugger went and died on me....AND I DON'T KNOW WHAT TO DO!" has been well received.

Over the years our business has been short listed for, and won, a variety of awards, latterly being 2018, 2019 and 2020 Platinum Club winners as well as the 2019 Compliance Practice of the Year and 2019 Proprietor of the Year within the RI Advice dealer group.

I am intensely fascinated by people & families, and their relationship with money. This led me to become one of only a handful of financial advisers in Australia to hold the sought after Accredited Estate Planning Specialist (AEPS) designation.

I started my working life as a Fitter & Turner at BHP, then studied Mechanical Engineering and Mathematics at Newcastle Uni ultimately joining the Financial Planning profession in 1994. 27 years into the profession I still love the job and I look forward to at least another decade of serving my clients.

Married to my child bride for over more almost 28 years, I live on a small acreage in the Hunter Valley and chase my son and 3 daughters from one sporting event to another. When I am not working in my shed I am an enthusiastic (if aging) soccer player and cyclist.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

RetireInvest

Unit 1, 11-13 Church St
Maitland, NSW 2320

Licensed by

RetireInvest

AFSL 238429