Jason Gay

Advisory Group has been providing clients with financial advice for over 25 years. Throughout this time we have helped thousands of people to reach their financial goals. Advisory Group is aligned with AMP Financial Planning, which has been recognized nationally on a regular basis for performing at the highest level of AMP Financial Planning Practices throughout Australia. As a financial planner I am highly trained and committed to the consistent provision of service. This service is focused on providing quality personal advice that is designed to improve the financial security and freedom for the people I work with. I believe that understanding what is important to people and making the right financial decisions now will determine the life they live tomorrow. This is achieved through careful analysis of people’s current situation and focusing on asking the right questions and challenging clients on how they would like their financial future to look. This process ensures that the financial advice I provide is right for them. My role is to prepare a personal financial plan that helps clients to achieve their goals. This may encompass help with one or two of your goals today, or looking at a broader plan to meet clients longer term goals. Once a plan has been designed my role is to help keep clients on track.