Gavin Liu has over a decade of extensive financial planning, accounting, and mortgage finance experience. Alphabet Private Wealth offers bespoke, tailored retirement and pre-retirement strategies, SMSF, investing, debt structure and personal insurance advice that puts clients needs first - every time.
Alphabet Private Wealth also helps referral partners to deliver comprehensive financial services to its' client and help referral partners to improve client retention rate as well as increase revenue.
Gavin was amazing and great to do our review with. I am also keen to see how we can implement some of the strategies and suggestions that were presented at the meeting. The Road map reviews are a great way to gain reassurance that our future goals are being monitored, supported and facilitated. Gavin was wonderful, he listened and presented options for us to consider as well as support to ensure we are maximising our future options.
We highly commend and appreciate Gavin's service to us and extremely happy with his team. We can see how it will benefit my future circumstances. We've had numerous financial 'events' pop up throughout the planning process and Gavin has always responded in a timely and positive manner, working the new situation into the plan. Thanks for all your hard work.
We cannot fault the process with Gavin, our advice was spot on and we could not be happier with the result. The meetings are well organised and everything was explained to us in layman terms. The implementation process also very straightforward. We are very thankful and happy with the results
Thank you for your service and keep it up because good service is what's lacking these days with big companies. You provide valuable information, provide amazing advice and always on top of any changes happening in the economy, I’m pleased with the performance of my investments all thanks to you.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2014
- Years of experience 10
- Bachelor of Commerce
Alphabet Private Wealth Pty Ltd45 Moishe Circuit
Springvale, VIC 3171
- 10:00am – 2:00pm Saturday
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Bluewater Financial Advisors Pty Ltd