Greg possesses a wealth of experience spanning over 15 years, delivering exceptional service, proactive guidance, and a sense of assurance to his clients. Functioning as a trusted advisor, he recognises that time is a precious asset alongside the resources for securing our future. Greg is dedicated to providing personalised financial planning advice, granting clients the freedom to lead their ideal lives in the present and future. His advisory principles revolve around:

• Quality: Attention to what we do, for whom, and how we do it.
• Authenticity: Genuine interest in the client’s life and financial well-being.
• Integrity: Fulfilling commitments and consistently delivering on promises.
• Consideration: Addressing client requirements and needs.
• Insightfulness: Understanding of the goals and objectives for the client and their family.

Greg extends holistic advice beyond the balance sheet, comprehensively understanding client goals to formulate strategic and investment advice. He takes charge of implementing and executing recommendations, ensuring clients remain informed throughout the process.

Specialising in advising busy individuals and families using a portfolio approach, Greg emphasises long-term investments to maximise wealth and minimise stress. He employs a structured approach to portfolio construction, managing investment risks effectively. Recognising life’s evolving circumstances, Greg conducts regular meetings for portfolio reviews, tailoring advice to ensure ongoing personal and financial success.

Outside of client engagements, Greg is an avid surf lifesaver and relishes travel with his family.