I provide holistic advice to clients in relation to their finances on a fee for service basis with a focus on structural and legislative efficiency, implementing strategies to improve outcomes in relation to taxation, investment, Centrelink / DVA means test driven processes (Age Pension and Aged Care), estate planning, and intergenerational wealth transfer.
My parents had been with Beach Wealth Financial Adviser for many years. They always spoke very highly of their team of advisers and admin staff. Greg’s professionalism and in-depth knowledge was invaluable to my parents who had a very comfortable retirement.
I became involved with Greg as my parents aged and I started to assist them with their finances. His sincere empathy and care for my mother following my father’s passing complimented his thorough knowledge of his business and his ability to tailor financial advice for the change in my mother’s life. Both my mother and I would not have been able to navigate the documentation for pension and fund requirements had Greg not been our adviser. More recently, Greg has assisted me with the requirements for closing pension funds of my mother’s Estate.
Greg’s genuine rapport curbed by an ethical, clear, rational approach to money and his ability to tailor superannuation, investments and knowledge of regulations impressed me. This led my husband and I to become clients of Greg and have found that sincere concern and adaptation of his skills to manage our life finances suit our aged related needs. I have no hesitation in recommending Greg Duff as a caring, considerate adviser with very high ethical standards and a very strong knowledge of the many areas of monetary management and investment.
We have been extremely happy with the way Greg has handled our Financial Investments. His advice has been invaluable and he has always achieved the best results possible for us.
Greg has always been excellent to work with. He takes the time to listen to and clearly understand my goals, and works hard to find the best solutions. Greg’s assistance in dealing with Centrelink has been invaluable - he is always willing to go the extra mile to ensure his clients are treated fairly. His knowledge of the different avenues of investment is excellent and he is clearly up to date with current trends. Greg’s communication is clear, concise and timely. I am a long term client of Greg’s and look forward to many more years working together.
Greg is always extremely professional in his consultations, while being friendly, approachable and easily-accessible at all times. Very highly recommended!
As a nurse with very limited financial knowledge or expertise Greg has made a very big difference to my finances. He has a respectful, understanding smile when he needs to explain details again to me and I trust him completely.
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2014
- Years of experience 9
- Bachelor of Commerce
Beach Wealth Advisers71 Roslyn Rd
Belmont, VIC 3216
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Sgn Financial Pty Ltd