My
Clients
Clients
I help people get financially well organised and confidently in control of their own destinies.
Tailored financial services
I act as a trusted financial consultant to my clients, freeing them up to focus their valuable time and energy on other things.
The Private Wealth Program also includes collaborating on their behalf with lawyers, accountants and mortgage brokers — saving them time, hassle and money.
My clients are successful in their fields and enjoying the financial rewards this brings. They include entrepreneurs, custodians of family businesses and senior leaders from public and private sectors.
Many of my clients are executive level public servants, where my Canberra location and background in Commonwealth superannuation give me a unique understanding of their needs. Some of my clients are now enjoying the active retirement phase of their lives while others are still building their careers amid the challenges of parenthood, often seemingly without a spare minute in their days.
We start with where you want to be in 10 years' time, where you are now, and create a practical plan to guide you through to where you need to be in 3 years' time.
Kate and John - high earners
Kate and John are aged 45 and 48, earning $250k and $200k respectively. Kate is a lawyer and John is an IT professional in the private sector. They have two children at school and at Uni. They have an early retirement goal of $150,000 annually from age 55.Despite their high incomes, they were high spenders. Before seeking advice, they were not on track to achieve their goals so they were looking for an ongoing relationship with a financial adviser to keep them accountable. Now, they are on track to close their retirement gap, with savings to travel, renovate, support kids through Uni and are growing a tax-effective, diversified investment portfolio.
Bob and Mary - business owners
Bob 58 and Mary 57 run an established business, net worth $15m.They are keen to retire and sell their business in18 months time.
They are keen to maximise their superannuation and review their SMSF that they find difficult to manage. As they are time poor, they are keen for their experts eg accountant, lawyer and financial adviser to collaborate.
Rose - retiree
Rose is a retired widow in her 70s and has no children.From a lifetime of investing, she has over $3m in superannuation and personal assets to comfortably support her retirement and cash flow needs.
During the 90min Discovery Meeting, she expressed her desire to reduce investment risk and to focus on her legacy to financially support education costs for close friends' children and donate to charities now and via her estate.
We collaborated with a lawyer and an accountant to review her entities and estate plans. We also diversified her investment portfolio with a risk targeted approach to investing and established education bonds for the children.
Henry - senior public servant
Henry is a senior public servant SESB1 who accepted a redundancy after 19 years of service.He is with the PSS and has decisions about investing his redundancy lump sum and his PSS benefit options. After a 90min Discovery meeting, we confirmed that he would like to take a career break for 10 months before accepting a private sector role as a Defence consultant.
During this time, he decided to sell an investment property with a high capital gain.
The financial plan included tax planning that saved $80,000 in tax and a plan to tax-effectively reinvest his cash flow from the PSS pension to ensure he remains on track to retire debt free in 15 years.
Gianna helped me re-evaluate my finances to ensure they were efficient and effectively working for me. Gianna also helped me start my investment portfolio and developed a plan to build me wealth. Gianna's advice and support was invaluable, timely and responsive to my needs. I would highly recommend Gianna's financial planning services for anyone who needs knowlegable advice for a financial friend.
Bryan LAWYER
Gianna has been amazing to work with over the past 4 years. Responsive, caring and knowledgeable. Thanks Gianna!
Deanna MORTGAGE BROKER
Before meeting Gianna I had no idea of my financial circumstances. I wish we had met her earlier.
Gianna provides friendly and supportive assistance. She is articulate and her advice is easily understandable. Gianna has shown an extensive knowledge of the financial industry. I have no hesitation in recommending Gianna to anyone needing financial assistance. I have been very pleased with her assistance and advice.
Gisela SENIOR PUBLIC SERVANT
Gianna has a wealth of knowledge and able to answer any of our concerns with confidence. She is constantly in touch to keep us on up to date and on track which is very helpful for as work and life get very busy. We are only a new client but confident Gianna's advice and guidance will be of great benefit in the future.
Dale - BUSINESS OWNER
Gianna has given me advice since I had a career change and was contemplating a redundancy payment. Gianna is always very prompt in responding to my questions and takes an interest in understanding my life goals as part of getting a full conversation on how my family and I could structure our finances that was aligned to what we wanted. I have always found Gianna to be an extremely good listener and she complements that with good advice which is always very well explained so that I am comfortable in making decisions , backed up by her technical and industry knowledge. Gianna is always prompt , courteous and extremely professional and it is a pleasure having her as our financial adviser.
Tim - ACCOUNTANT
Gianna has given me advice in areas including insurances, budgeting, bank account structures, ethical super funds and managing debt. Gianna was able to explain things to me in a clear way and help me to manage my finances in alignment with my goals. Through Gianna's knowledge and experience, I feel very confident that the advice given was right for my needs.
Evie - LAWYER
Gianna listens and understands our personal ciircumstances, issues and goals; understands the current taxation laws, markets and opportunities. We have turned around our savings and longer term prospects for the remainder of our working years heading into less worry about our retirement years ahead. Thank you Gianna.
Mark - PROFESSIONAL
