Gayle McKew

Prosperity Planning Partners Pty Ltd

Silver
23 Yrs Experience
Burleigh Heads, QLD 4220

In a world full of confusing and conflicting information, it can be hard to find someone happy to listen to and understand your concerns around money. Particularly if you have concerns about doing "money things" and you do not want to make a mistake.

You need to be confident when selecting someone to guide your financial decisions, that you’re comfortable the person you're engaging is has your best interests at heart and that they will listen to what's worrying you. Be sure to ask lots of questions so you're confident you're selecting the right adviser for you!

Our focus is on building quality long-term relationships with clients; one based on mutual trust, transparency, and confidence. After all, we will be working closely together to help create a stress-free financial future for you and your loved ones.

As part of our financial planning process, you’ll receive strategic guidance from an experienced, qualified financial planner. Depending on the strategy you agree on, the results might help you save money, clear debt, build wealth, plan for retirement, reduce aged care costs and improve your longer-term financial future.

Gayle was chosen by her peers as the inaugural winner for Queensland of the AFA Great Advice Awards for 2021 & Avalonfs 2024 Adviser of the Year.

Among other qualifications Gayle holds a GradDipFinPlan, conferred on 15/11/2019, and is FASEA compliant.

Gayle takes time to know and understand your individual position before tailoring a financial solution focused on creating maximum benefit for you. She’s long been focused on providing you with choices in how they spend their retirement and improving lifestyles.

As a fee-for-service practice, once we agree on the level of advice and involvement you want, we will provide details of what your advice will cost. You’ll know what you can expect to pay before we start, there won’t be any surprise bills!

Gayle has significant experience with providing strategic solutions to clients concerned about: Superannuation> Wealth building> Retirement Income Streams> Centrelink strategies> Estate planning> Aged Care

We look forward to assisting you in the future

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Fees are tailored based on the scope of work required.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.96
  • Number of reviews 21
  • First year providing advice 2003
  • Years of experience 23
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Prosperity Planning Partners Pty Ltd

Suite 4, 25 Township Dr
Burleigh Heads, QLD 4220

Opening hours

  • 10:00am – 4:00pm Thursday
  • 9:00am – 4:30pm Monday – Wednesday
  • 10:00am – 3:00pm Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Avalonfs Pty Ltd

AFSL 437518