Gregg has over 14 years’ experience as a financial planner. He is currently a Fellow Chartered Financial Practitioner (FChFP) and is working towards completing his Masters of Financial Planning.
Gregg is motivated about helping people understand how proper financial planning can make a difference to their lives. He is committed to providing open and honest advice that is always focused on the client’s best interests. Gregg has a genuine interest in people and enjoys developing long-term relationships with his clients to ensure clarity of goals and meaningful outcomes, while providing understanding, education and guidance in an engaging and easy to understand manner.
I've spent a lot of time over the years speaking to people to find a financial adviser that was a good fit for me - genuine and an absolute expert at what they do. I was recommended Gregg through a friend that utilised his services and from the first meeting he did not disappoint. Gregg goes above and beyond making everything seamless, while providing the very best advice and guidance. With thanks to his actions and expertise in setting me up with a professional protected portfolio, I am now able to deal with a personal tough time that I would not have been equipped to deal with otherwise. I cannot recommend Gregg highly enough and know that anyone that engages his services will be forever thankful.
I was recommended to Gregg by a work colleague about 3-5 years ago. He always makes me feel secure and up to date with my financial status. He provides me with all the information and details that I need to know in a language that I can understand. I’m probably not the biggest account however, he makes me feel like I am important. I am very appreciative of his advice. He is definitely patient and caring.
Gregg has given me advice in areas including loan products, self managed super funds and managing debt. Gregg was usually able to explain things to me in a clear way. Through Gregg's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Gregg's full care and attention when I needed it.'
Since becoming clients of Gregg's in 2012, my partner and I have not looked back. With Gregg's specialist and needs-based advice, we are able to continue to make the decisions that have enabled us to build a rock solid foundation on which we are building on with certainty every year.
GREGG HAS HELPED US ACHIEVE OUR GOAL OF HAVING ENOUGH FINANCES BEHIND US FOR EARLY RETIREMENT, GIVEN US SOUND ADVICE ON SUPER FUNDS, TAXES, ORGANISED A LAWYER FOR OUR WILL, BASICALLY ANY THING TO DO WITH RETIREMENT. GREGG KEPT US INFORMED OF WHAT WAS HAPPENING THE WHOLE WAY, EXPLAINING IN A WAY WE WOULD UNDERSTAND. WITH GREGG'S KNOW HOW, WE WERE VERY CONFIDENT THE ADVICE GIVEN HAS HELPED REACH OUR GOAL. GREGG MAKES US FEEL WELCOME AND AT HOME WHEN WE MEET OR TALK ON THE PHONE. THANKS GREGG.
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2008
- Years of experience 15
- Fellow Chartered Financial Practitioner (FChFP)
Propel Business Group Pty LtdSuite 6 Stirling House, 36 Cedric St
Stirling, WA 6021
Gps Wealth Ltd