Greg is authorised to provide both general and specific advice in the following products and advice areas.

Services

In an ongoing partnership with Australian Financial Services (AFS), Planwise Financial Solutions aims to help you reach your financial goals throughout your working life, into retirement, and beyond. We propose to demonstrate the value of our clients by maintaining a consistently high quality of service, with the following key components:

• Competent support staff. 
• Holistic planning service via a network of professionals in a range of fields. 
• Ethical and unbiased advise with your best interests in mind at all times. 
• Tailored, sensible and accurate advice appropriate to your personal tolerance of investment risk. 
• Private and confidential consultations conducted in our centrally located and comfortable office. 
• Flexibility in payment of fees. 
• A professional and responsive administration team. 
• A relationship with an established and stable firm, with a succession plan in place to ensure the provision of an ongoing service in the long term. 
• CFP qualified financial planner. 
• The personal attention of an adviser with more than 30 years experience in the financial services industry. 
• Ongoing education and seminars to develop your overall understanding of financial matters. 
• Intergenerational services to provide education and services to your whole family. 
• Maximised taxation efficiency. 
• Personal annual reviews with your adviser to ensure that your plan remains relevant to your goals, needs and objectives.