Brett Gilday

Fitzpatricks Private Wealth Partners

Gold

23 Yrs Experience

West Gosford, NSW 2250

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Principal - Private Wealth Lead Adviser - Helping successful families and business owners protect and grow their wealth.

I help successful families and business owners get financially well organized, develop a clear and lasting vision for their committed future, then align their financial choices with their most important goals and their most deeply held values.

By getting their entire financial house in order and becoming better financially organized, my clients ideally have more time to improve their quality of life…health… relationships…career…

They know that no matter what happens in markets, the economy or the world, they have the highest probability of achieving their goals.

We deliver our value proposition by leading a team of best-in-class subject matter experts whose experience and knowledge span all disciplines of financial services and beyond.

This includes but is not limited to: strategic goals based financial advice for families and business owners, retirement planning, tax preparation and planning, estate & legacy planning, risk management & insurance advice, investment management, asset protection and complex structuring.

The result is that you receive a personalised lifetime strategy, maintained and adjusted via an on-going process that is comprehensive, coordinated, collaborative and simplified.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Small Business Advice
Growing Assets

5.00 September 2020

My wife & I have been a client of Moneywise for over 15 years. We met Brett initially & haven't looked back. He's attention to our goals & requirements are top class, along with him understanding what we want out of our investment strategy. He is not pushy & we always meet a common ground that's beneficial to us. He listens often offering multiple solutions & sound advice Paul & Margaret Mackay

5.00 September 2020

My wife & I have been utilising the service of Moneywise over many years, now entering in to Retirement Phase with the advice & support of the Moneywise Team led by Brett Gilday with excellent results helping us work towards a sold financial & lifestyle retirement, thank you Team Moneywise.

5.00 August 2020

Brett has given me advice in areas including loan products,self managed super funds and managing debt. Brett was able to explain things to me in a clear way. Through Brett's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Brett's full attention when I needed it.

5.00 October 2019

We have been with Moneywise for over 8 years now and have been delighted with where they have got us to financially in that time. We love the six-monthly catch-ups that force you to keep track of your finances on a regular basis. Brett and the team communicate regularly, know their stuff and have a sensible approach to wealth-creation (no macadamia farms!). The Moneywise insurance and accounting divisions provide a complete package to their financial services.

5.00 October 2019

We have been with Moneywise for more than 15 years and can say it was the best decision we ever made. During that time we were able to pay off our mortgage, pay for our two sons University education and build a healthy portfolio which should help us during retirement. But besides the financial gains, Moneywise has been a part of our family, Brett Gilday who has been our financial adviser has also become a close friend of the family. We are completely satisfied with Moneywise and will recommend their services at any time.