They say 'money ain't everything' yet everything around me makes me want it.
Ever since I can remember I've been interested in money. The lesson of working hard for financial reward was instilled in me from a young age – delivering papers, washing cars, mowing the lawn, market stalls, packing groceries, I did it all as a kid in the quest for the latest Air Jordans.
I watched my parents work day and night so they could pay off their mortgage early. Daily sacrifices were made with this goal in mind. The plan was simple; work longer hours and pay off the mortgage ASAP, then we can live a little more in the future.
When we wanted something Dad would always say “money doesn’t grow on trees son”. I believed him until I heard “someone is sitting in the shade today because they planted a tree a long time ago”. This challenged everything I knew about money. I wanted to know more about these magical trees.
So I found a university course about money and what I was introduced to blew me away. A whole new outlook on money was presented to me – investing. I’d heard about this but I’d never seen anyone invest. I spent the majority of those 3 years in the campus library. I asked myself 'where have these truths been all my life?' and 'why hasn't anyone shared this with me?'. The reality is, you only know what you know. I now recognise the power and peace of mind that comes with having a good understanding of money principles.
Is having a good relationship with money one of the secrets to happiness?...For me and my family it is. A happy life for us is when the balance between living today and aspiring for tomorrow is in equilibrium. This is what I strive towards, for my family and my clients. If this resonates with you please get in touch with me.
Ph: 0403 261 292
Initial plan and implementation is on a fixed fee quote basis, agreed by both parties prior to commencing relationship. Ongoing service and advice is provided on either a fixed flat fee or asset based fee basis and agreements are reviewed annually.
Gary is using skills that I don't have. I feel confident as a result.
Gary looks after all of the relevant areas for us.
Gary was very helpful with my tax planning and cash flow management. On top of this, I have a much clearer piece of mind as I feel strongly confident about the progress I'm making towards my goals.
Gary fully explained and together we executed a new financial planning and saving system. This has enabled us to buy a home and set up achievable goals for our future. I feel very secure and happy with the service I have received.
Gary has helped us set clear and realistic goals. Gary has provided us with clear communication throughout our relationship. He has recently helped us better understand our cash flow and by setting up a regular savings plan has reduced anxiety around our financial future.
- Adviser status Silver
- Number of reviews 89
- First year providing advice 2004
- Years of experience 18
- Bachelor of Commerce (Financial Planning and Investments)
Sydney Financial PlanningSuite 13, 201 New South Head Rd
Edgecliff, NSW 2027
- 9:00am – 5:00pm Wednesday – Friday
- 9:00am – 5:30pm Monday – Tuesday
- In person
- Video call
Charter Financial Planning