I am a big believer that life is to be enjoyed. We should all be able to spend our time doing the things that give our life real meaning and purpose. Life is short though and we only get one shot at it so we need to make every decision count.
Especially the financial ones!
I help my clients by giving them greater financial certainty of achieving the things in life that are important to them.
The way I do this is by developing financial strategies that give each of my clients a clear understanding of where they want to go and how they are going to get there. I am then responsible for coordinating their team of professional advisors (i.e. accountants, lawyers, brokers) and project-managing their services to deliver the outcomes that are important to each client. For this reason, my clients often think of me as their 'Lead Advisor'.
The clients I typically work with are high-income professionals who enjoy their lifestyle but feel like they're not making the most of their financial opportunities. They are intelligent and motivated people who understand what is important in their life and they want more financial certainty that they will achieve it.
Great service, great advice. Highly recommend.
We always find Brett very informative and always feel at ease in our meetings with him. He answers our queries with confidence and an excellent knowledge of his profession. We feel very secure knowing that Brett has our best interests at heart and would highly recommend him to any future client.
Brett has provided us with fantastic knowledge and advice to set up our SMSF. He is great to work with and is always quick to reply to any queries that we have. I would definitely recommend Brett as a financial advisor.
Brett has been my financial adviser now for a number of years. He is very personable, knowledgeable and explains everything in easy to understand language. I feel very comfortable in the knowledge he is looking after my best interests.
Brett provides very professional, well researched and documented ongoing financial advice for our retirement using our combined superannuation funds. We have recommended him to our friends and have no hesitation in recommending him for advice on financial planning.
- Adviser status Platinum
- Number of reviews 15
- First year providing advice 2009
- Years of experience 14
- Graduate Diploma of Applied Finance
- Certified Financial Planner (CFP)
- Graduate Certificate in Financial Planning
Gilkison GroupGround Floor, 1 Preston St
Como, WA 6152