WHAT WE DO
As Financial Planners we place the highest priority on people and have conversations around what’s most important in their lives.
We listen, we learn and we ask to partner with you on your financial journey. Through quality advice we are totally invested in helping our clients live their lifestyle goals.
HOW WE DO IT
We empower our clients – through education, knowledge and being totally transparent in everything we do.
Our passion is helping families and businesses plan for a better tomorrow and to make the most of what they have as well as supporting retirees in their retirement.
OUR ADVICE FOR YOU
Our advice and service is about you, and we deliberately differentiate between financial advice and the ongoing management of your already established investments.
Our initial advice is all about what you want to achieve out of life and having money at the right time. We aim to tailor different advice needs based on your unique situation or stage of life.
Our ongoing service on the other hand ensures that the advice we provided remains relevant and we work on establishing a trusted partnership with you. We take pride in our relationships with our clients and continue to review your needs during your life journey.
ONGOING SERVICE PROGRAM
Gibson Financial Group understands the importance of putting in place an ongoing planning process to help you achieve your lifestyle goals.
This process is underpinned by a commitment from both Gibson Financial Group and you, and supported by a tailored service program that helps you remain on track.
Authorised Representative of Millennium 3 Financial Services
firstname.lastname@example.org 0414 517 210 Brent enjoys spending his spare time supporting the Essendon Football Club and riding his bicycle. He frequently races for the Central Victorian Veterans club and loves the competitiveness and tactics of racing.Read More