As you know, we at Great Aussie Dream have always supported our clients in developing their “financial intelligence” and building wealth through property, and we have seen some spectacular results. However, it became apparent that there was a hole in our service offering in that we were unable to offer financial planning services. 

 

Now we are proud to announce the launch of Great Aussie Dream Financial Planning, which has been built on the same ethos of providing an exceptional experience for our clients and putting their best interests first.

 

To achieve this we have engaged two Financial Advisors chosen for their unswerving commitment to the client, and their passion for working with people to secure their financial position and build wealth for the future.

 

Our Financial Advisors Gerry Hallam, Adv Dip FS (FP), PNA, JP and Matthew Bennett, BCom (Lib Stds) (Hons), Dip FS (FP) possess a combination of experience, skill and talent, which combined with their Great Aussie Dream ethos sets Great Aussie Dream Financial Planning apart.

 

Amongst others, Great Aussie Dream Financial Planning can now offer the following services;

• Wealth Creation Strategies

• Transition to Retirement

• Corporate Superannuation

• Managed Investments

• Personal Risk Insurance, and

• Superannuation Strategies 

 

If you would like to meet with a Financial Advisor with a difference, just contact our office on 1300 72 68 48 to book an appointment.