CERTIFIED FINANCIAL PLANNER ®
With a Post-Graduate Diploma in Financial Planning, Higher Certificate in Short Term Insurance and 19 years of experience, Gary possesses a wealth of knowledge in financial planning, risk management and related services.
Partnering with clients, through first-class service, education, solid risk and financial management expertise, Gary provides professional and on-point advice to corporate, commercial and individual clients.
Along with his Service Team, Gary is focused on building client relationships that become an extension of client’s own staff, providing insight, guidance and brokerage services. It is a privilege to be recognised as a valued partner in the facilitation and management of partner-clients risk management and financial goal achievements.
The services Gary provides encompass wealth management including life insurance, annuities, pension benefits, investment management and planning. He also offers tax reduction strategies, retirement planning, estate planning and preservation, succession planning for business owners, disability insurance, health care insurance, key person insurance, remuneration structuring, payroll administration and employee benefits (as well as assisting with various HR related issues).
Through the selection of best of breed product providers Gary provides insurance solutions and risk management strategies including (but not limited to); specialised business interruption, marine, fleet, errors and omissions, professional indemnity, executive protection, commercial, engineering, liability, personal insurance, valuable items and collections, classic vehicles and travel insurance.
Along with his partner Brendan Houston-Brown, Gary is responsible for the day to day Management of the Company and all its projects. Gary is registered as a Key Individual and a Representative of the company in terms of the Financial Advisory and Intermediary Services Act.
Gary is a CERTIFIED FINANCIAL PLANNER® professional.